Blogs & Events
Keep up to date with the latest information, trends and advice in mergers and acquisitions, including M&A activity in insurance and related businesses, M&A strategy, business valuation, M&A due diligence, selecting an M&A advisor, and more.
M&A Minute Blog
M&A Case Study: The Pitfalls of Dealing With One Buyer
Pinnacle Brokerage Group* was a successful...
The Big Surprise in Meeting with an M&A Advisor
If you own a small- to mid-sized insurance,...
Four Reasons Sellers Need an M&A Advisor
The Four Vs: Key Benefits of Using an M&A...
Events & Activities
Rosen Advisory is a NABIP Alliance Partner. If you are a NABIP member, contact us to learn more about NABIP members benefits
April 14 – 16 2024 | Atlanta Georgia
Brett Rosen, a guest speaker, will be talking about
How to be a 5-Star M&A Planner
Free Webinar
April 13, 2023, 12:00 PM EST
10 Building Blocks of Agency Value Rosen Advisory
M&A | GROWTH STRATEGIES | CONSULTING
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