Mergers & Acquisitions Review and Outlook

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Join us for a one hour free webinar with one of the nations' leading authorities and experts on Mergers & Acquisitions, Hales & Company. This informative and timely webinar will provide you with 2009 results as well as current trends in insurance brokerage M&A that will impact the market for both buyers and sellers.

"Whether interested in buying or selling, participants will come away with an understanding of current trends in transaction pricing and structuring." according to Angelo J. Gioia, Executive Director of AgentsofAmerica.ORG"

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AgentsofAmerica.ORG announced today that they will be offering a free webinar, Insurance Brokerage – M&A Review and Outlook, presented by Daniel Price, Vice President of Hales & Company. Hales is one of the nations’ leading authorities and experts on Mergers & Acquisitions. This informative and timely webinar will provide you with 2009 results as well as current trends in insurance brokerage M&A that will impact the market for both buyers and sellers.

The online webinar will take place Wednesday, March 31, 2010 at 4:00 PM EST, and will include such topics as a review of 2009 M&A activity and outlook for the future as well as trends in transaction multiples, earn outs and deal structures.

"Whether interested in buying or selling, participants will come away with an understanding of current trends in transaction pricing and structuring." according to Angelo J. Gioia, Executive Director of AgentsofAmerica.ORG. "Understanding the truths from the myths in valuations and deal structures is half the battle in today’s M&A marketplace"

To register for the M&A Review and Outlook Webinar, Click Here:
https://www2.gotomeeting.com/register/995317923

For insurance professionals seeking a more in depth discussion, Hales & Company will be presenting four full day seminars – Chart a New Course With Purpose and Passion. Participants will come away from these seminars with the tools needed to Create and Enhance Shareholder Value. Seminars will be held at the following locations:

  •     April 13, 2010 – New York, NY – Westin NY Times Square
  •     April 22, 2010 – Chicago – Chicago Hyatt Regency
  •     May 12, 2010 – Dallas – Addison Marriott Quorum by the Galleria
  •     May 19, 2010 – San Francisco – San Francisco Grand Hyatt

Hales & Company is very pleased to extend a special invitation to the members of Agents of America. The standard registration fee for the seminar is $499, but as a member of AOA, you are entitled to a reduced registration fee of only $200. In addition, all seminar participants will receive a free copy of the book, 2010 Insurance Agency Sourcebook: A Comprehensive Analysis of Mergers & Acquisitions and Growth Strategies, a $275 value, with paid registration. The book includes 400 pages of detailed information related to M&A and best practices to create and enhance shareholder value.

The information-intensive full day seminar is geared toward insurance professionals who are considering buying or selling an agency, agency owners that are looking for new ways to significantly increase their revenue and profits, employee benefit professionals, bank-owned insurance agency executives, attorneys, CPA’s, and tax advisors involved in insurance agency mergers and acquisitions, and industry professionals in charge of membership training and education.

New for the 2010 events include sessions on the future business model for the successful employee benefit broker, prospecting strategies that are proven to increase revenue, how to institute branding and marketing strategies to create a competitive advantage, compliance and regulatory issues that affect employer-sponsored group health plans, and analysis of the legal aspects of M&A transactions.

The session will feature other key topics such as economic and market dynamics impacting the industry, a review of 2009 M&A activity and the outlook for the future, transactions multiples, earn outs and deal structures, successful organic growth strategies, effective sell- and buy-side strategies as well as organizational and compensation strategies to sustain growth and current state of the P&C underwriting cycle.

According to Rob Lieblein, Managing Partner of Hales, “The insurance distribution industry continues to face significant economic, market, and political challenges. Successful leaders understand that status quo is not a solution. They need the tools to drive revenue growth and profitability. We are very excited to continue our seminar series to assist industry professionals with these challenges. Last year, we had over 300 industry professionals attend four seminars. As a result of last year’s seminar participant feedback, we’ve added topics for 2010 related to the new employee benefit agency business model, prospecting, branding, compliance, and legal aspects, allowing us to reach out to an even broader audience."

In addition to Lieblein, special guest speakers are Scott Addis, president and CEO, and Gary Abram, both of Addis Intellectual Capital, LLC; Peter van Aartrijk, CEO, Maureen Wall Bentley, EVP, and Laurie Donohue, VP, Aartrijk, Inc.; Michael T. Griffin, partner, Edwards Angell Palmer & Dodge LLP; Steve Kloyda, president, and Laurie Lynard, The Prospecting Expert™, Inc.; Peter J. Marathas, Jr., partner, Proskauer Rose LLP; and David Paul, partner, ALIRT Insurance Research, LLC.

You can find a detailed seminar brochure on Agents of America website:
http://agentsofamerica.org/page.php?id=174

Whether a participant is a potential seller, buyer, or looking for new ways to drive growth and profits, they will leave the seminar with many hands on tools that will allow them to be prosperous while charting their course toward success.

About Hales & Company:
Hales & Company, with offices in New York City, Harrisburg, San Francisco, Chicago, Southern California, Seattle, Orlando, and Washington, D.C., is the leading M&A and business consulting firm in the insurance distribution industry. Additional information is available at http://www.halesgroup.com.

About AgentsofAmerica.ORG
AgentsofAmerica.ORG is an Insurance Agent's Association and indispensable resource for news, products, services, education, and industry information throughout America. The organization's Mission is to deliver the BEST people, products, information, and services to Agents all designed to help them manage and grow their business and provide ongoing value to their clients. Our motto is "Bringing the BEST Together". AgentsofAmerica.ORG is offering a FREE MEMBERSHIP and FREE EBOOK to anyone interested in learning about the valuable benefits the new organization offers. All members are eligible for additional discounts and access to an extensive array of other membership programs. Visit http://www.AgentsofAmerica.org for more information.

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