In this episode of The Power Producers Podcast, David Carothers sits down with Christian DeLozier, Business Risk & Insurance Advisor at Mike Keith Insurance. They discuss how insurance agencies merge, the role of company size in determining an agency’s worth, and strategies for expanding by partnering with others.
Key Topics:
The concept of mergers and acquisitions and multiple arbitrage in the insurance industry
The impact of agency size on valuation multiples
Strategies for growth through acquisition and the importance of strategic alignment
The role of technology and operations in scaling and efficiency
The process and considerations for funding acquisitions
The significance of culture and relationship-building in successful mergers and acquisitions
Future trends and strategies for insurance agencies looking to grow or transition
Connect with:
Christian DeLozier
David Carothers LinkedIn
Kyle Houck LinkedIn
Visit Websites:
Mike Keith Insurance
Florida Risk Partners
The Extra 2 Minutes
