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