DOXA

Financial Services M&A

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Accurate Hierarchies, Trusted Partnerships: How DOXA Unlocks Scalable Commission Management

  In insurance, strong partnerships aren’t just built on goodwill. They’re built on accuracy, speed, and ...

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Scaling People, Not Just Revenue: The Hidden Lever for Sustainable Growth in Insurance Brokerages

  In the independent insurance brokerage world, growth is often treated as the endgame. Agencies and ...

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Insurtech Insights 2025: What the Industry’s Brightest Minds Told Us in New York

As always, DOXA was tuned in—not just to the sessions but to the nuance behind them. Whether you’re an agency ...

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Despite Market Volatility, Optimism in M&A for 2025 Remains High

The U.S. insurance brokerage M&A market has entered 2025 with resilience and momentum, despite persistent ...

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The Evolution of Wealth Advisory M&A: 2025 Momentum and Market Shifts

The pace of mergers and acquisitions in the U.S. wealth advisory sector shows no signs of slowing in 2025. ...

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A Tightening Market: Why Demand for Specialty Intermediaries Continues to Outpace Supply in 2025

  The opening quarter of 2025 has unfolded under a cloud of economic uncertainty. With tariffs reintroduced ...

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DOXA: Accelerating Growth by Automating Contract Request Management in Life & Annuity Onboarding

In the intricate and constantly shifting world of life and annuity (L&A) distribution, compliance and speed ...

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Driving Sustainable Growth in Insurance Brokerage: DOXA’s Proven Strategies for Success

At any time, under any market conditions, growth is a major focus for any insurance brokerage firm. Here are ...

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Navigating Healthcare M&A in 2025: Opportunities and Challenges in an Evolving Landscape

  The healthcare sector continues to experience significant M&A activity, fueled by rising bankruptcies and ...

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