M&A Momentum is Growing in 2024
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Economic factors and a shifting political landscape may have a significant impact on deal volume this year.
With Federal Reserve discussions on interest rates and the upcoming Presidential election dominating headlines, the insurance brokerage industry is preparing for a dynamic year. The potential impact of changes to capital gains and income taxes may dictate the urgency for sellers to complete transactions in 2024. After a solid first quarter, momentum is building and points to a potentially exciting year.
Join Phil Trem, MarshBerry’s President of Financial Advisory, for a discussion on recent M&A activity and outlook for the remainder of 2024.
Originally recorded April 30, 2024. Runtime = 45 minutes.
Presented by Phil Trem, MarshBerry President - Financial Advisory
As President of MarshBerry’s Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction for independently owned insurance agents and brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks and credit unions and insurance carriers. Phil’s objective is to provide clients with a seamless, comprehensive experience.
For questions about this on-demand webinar, contact Marketing@MarshBerry.com