M&A Advisor Podcast

Unique M&A Challenges and Opportunities in the Insurance Sector


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Most insurance agency owners fear that rising interest rates have killed their exit valuations—but the data suggests otherwise. In this episode, Jason Murgio and Steven Nigro reveal why the fee-based distribution market remains red-hot despite economic friction.  

Learn how to navigate the shift from risk-bearing carriers to high-margin agencies and where private equity is still deploying aggressive capital. Discover how to turn your insurance agency into a premium target in a high-demand, low-supply environment. Watch now and sharpen your edge at MAAdvisor.com  

#MAAdvisor #InsuranceMA #AgencyValuations 

Show Notes 

  • Resilience of the 2025 insurance fee-based distribution market 

  • Why strategic and PE-backed groups remain aggressive buyers 

  • Navigating valuations in a non-zero interest rate environment 

  • The shift from balance-sheet risk to high-margin distribution 

  • Identifying high-quality insurance assets in a selective market 

  • Role of MGAs in modern insurance capital structures 

  • Consolidation trends: Small agencies vs. national platforms 

  • Talent and succession: The human capital side of M&A 

  • How AI is redefining carrier underwriting and agency distribution 

  • 2026 Outlook: Why the deal pipeline remains robust 

 

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M&A Advisor PodcastBy M&A Advisor