Shoptalk with The Most Humble Man in Insurance | Shoptalk Series, Episode #136

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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

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David Carothers

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