Insurance Agency M&A: Strike Before the Market Cools

This article was originally published in Forbes. For nearly two decades, private equity (PE) has been a transformative force in the insurance agency sector, driving consolidation and increasing valuations. Currently, 72% of all agency transactions involve private equity buyers. With over 50 active consolidators currently vying for acquisitions, the intense competition is resulting in frothy…

Private Equity Is Coming For Your AC Repairman

This article was originally published in Forbes. Surprisingly, the HVAC (Heating, Ventilation, and Air Conditioning) service industry has recently become a hot target for private equity (PE) investors. Five years ago, there were only a limited universe of buyers interested in these businesses. Today, the interest has exploded, with three times as many buyers vying…