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Insurance M&A Articles

Communication Throughout the M&A Process is Key

Communication Throughout the M&A Process is Key

In the dynamic and sometimes tumultuous realm of mergers and acquisitions (M&A), maintaining clear and consistent communication stands out as the cornerstone of success. Starting from the initial sparks of interest to the ultimate agreement handshake, the smooth...

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A Great M&A Advisor is a Great Storyteller

A Great M&A Advisor is a Great Storyteller

In the world of Mergers and Acquisitions (M&A), advisors take on many different responsibilities. However, beyond these roles lies a crucial skill that goes beyond transactions: storytelling. An exceptional M&A advisor not only handles deals but also weaves...

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How to Overcome Obstacles in M&A Transactions

How to Overcome Obstacles in M&A Transactions

How Does Your Advisor Overcome Obstacles? Being able to handle challenging problems and obstacles is a crucial requirement for an M&A advisor. We always tell our clients: If we were hiring someone with a similar role as ours, we would ask them to explain some of...

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Ten Reasons to Hire an Advisor

Ten Reasons to Hire an Advisor

We are always asked why our clients should hire an advisor rather than representing themselves.  In the end, this decision is no different than many others.  Does the advisor add enough value to justify the investment? Here are some of our responses to why you should...

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The Hidden Key to M&A Success: Cultural Fit Matters!

The Hidden Key to M&A Success: Cultural Fit Matters!

When it comes to mergers and acquisitions (M&A), buyers and sellers often overlook a crucial factor that can make or break the success of the deal: cultural fit. In my journey through the world of M&A, I discovered a surprising truth - a whopping 70% of...

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The Return to Work Dilemma

The Return to Work Dilemma

Today, many businesses are grappling with the decision of whether to have their employees come back to the office or continue working remotely. Some companies believe that being in an office environment is necessary for productivity and collaboration. On the other...

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Why You Should Pay for an M&A Advisor

Why You Should Pay for an M&A Advisor

In almost every initial meeting with potential clients, one question always comes up, either as the first or second inquiry: "How do you get paid?" As I explain the fee structure, I often notice a sense of apprehension among clients. Let's dive into this topic further...

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