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May 9 , 2006 – Post Spitzer, Merger Activity Picking Up, says Mystic Capital
Post Spitzer, Merger Activity Picking Up, Says Mystic Capital By Andrew G. Simpson May 9, 2006 Last year wasn’t the busiest year for mergers and acquisitions in the insurance agency and brokerage field, but as concerns over various probes of the insurance industry fade, activity is picking up. Kevin Donoghue of Mystic Capital Advisors Group,…
Jul, 2008 – Know Your Buyer-Value of Reverse Due Diligence
THE BELOW ARTICLE WAS PUBLISHED IN THE JULY, 2008 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT SELLER BEWARE – HAVE YOU DONE YOUR DUE DILIGENCE? Underestimating the value of the due diligence process By Lorna L. Gunnersen, CPA, CVA, CPCU, CIC Mergers and acquisitions within the insurance industry over the last few years have been at…
Jun, 2010 – Case for Selling in 2010
june2010caseforselling
Jan, 2010 – Exploring the sale of your Insurance Wholesale Brokerage
THE BELOW ARTICLE WAS PRINTED IN THE JANUARY, 2010 ROUGH NOTES MAGAZINE AGENCY FINANCIAL MANAGEMENT EXPLORING THE SALE OF YOUR WHOLESALER The acquisitions market is not robust, but it’s improving By Allen M. Go, CFA If you are an MGA, MGU, or program administrator owner, the thought might have run across your mind as to…
Broker Multiples Compressed. Here Is Why It Is Still a Strong Time to Sell.
Kevin Donoghue on Insurance Banter with Chris Burand. Mystic Capital co-founder Kevin Donoghue joined Chris Burand on the Insurance Banter podcast to discuss agency valuations, AI, private equity, and timing a sale. Key takeaways below. The headline most owners are reacting to Publicly traded insurance broker valuations have compressed sharply. Over roughly fifteen months, the…
Mar, 2009 – Fortify your Agency against Eroding Value
The below article was published in the March, 2009 Rough Notes Magazine Fortify Your Agency Against Eroding Value By Christel L. Sarchet, CPA Mike was devastated. He and Steve had been friends since college. They had lost touch for a while but ten years ago, when Steve was between jobs, Mike had offered him a…