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Sales - Mergers - Acquisition

Mike Stroman

R. MICHAEL STROMAN SUMMARY R. Michael Stroman has over 42 years of experience in the insurance industry. Currently serving as an industry consultant, he assists insurance purchasers, insurance companies and agents, and their attorneys, accountants, and other industry advisors, with agency management, claims consulting, underwriting practices, standard of care, and other technical assistance. Mr. Stroman…

ACQUIRING AGENCIES Why Agents Sell Their Agencies

Many agents would love to acquire an agency’s book of business and get hundreds or thousands of clients at once with support staff to take care of those clients. But when someone comes to us with an offer to sell there’s usually something that we don’t know about the agency and the transaction. This article will make you aware of why agents sell their businesses so you can analyze your potential and risks.

SUCCESSION OR PERPETUATION??

Should you plan on perpetuating your agency from the inside or to outside parties? Each agent is in a different situation but here’s a guide to help you decide.

Chris McAtee

Chris started INS Capital Group (ICG) when he saw a need for a quality, professional advisory firm to assist business owners in the insurance industry with exit planning, M&A and capital raising activities.  Chris’ career in the insurance industry has focused on mergers, acquisitions and financing options for agents.  Prior to founding ICG, Chris worked…

Scott E. Bushnell

Mr. Bushnell is a Certified Public Accountant with over 20 years of experience providing Forensic Accounting services through national and global professional services firms. Know as the “numbers guy” his professional expertise covers Business Interruption Claims, Economic Damage Analysis, and Fraud Investigations. Mr. Bushnell has advised clients in mediation, arbitration and appraisal as a third…

Olie R. Jolstad

Olie Jolstad is an insurance expert with over 44 years of professional insurance experience in commercial and personal lines insurance claims handling, coverage analysis, managing general agent, and agent/broker procurement of insurance. Mr. Jolstad holds the Senior Claims Law Associate (SCLA) designation. Mr. Jolstad has served as an expert in over 225 cases in more…

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Jason Murgio

Mr. Murgio has twenty years of insurance, M&A advisory and business development experience, totaling nearly $4 billion in deal value. He has worked for numerous multibillion dollar insurance carriers, including assignments for such companies as Allstate, AIG, Allianz, Progressive, Morgan Stanley and White Mountains. Mr. Murgio has assisted international companies (UK, Netherlands, Bermuda and throughout…

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