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Q1 2025 Wealth Advisory M&A: Momentum Amid Market Volatility

  The first quarter of 2025 concluded with robust activity in the wealth advisory mergers and acquisitions ...

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Integration After Acquisition: Keys to Success

In the commercial insurance sector, mergers and acquisitions (M&A) are powerful tools for achieving growth, ...

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L&H Specialty: Capitalizing on High Demand Amidst M&A Supply Challenges

A noteworthy trend in the specialty distribution merger and acquisition (M&A) market is the growing buyer ...

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Navigating Construction Defect States: How DOXA Helps Agents Secure the Right Coverage

  Some states make securing construction liability insurance more complex than others. These “defect states” ...

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The Importance of Timely Claims Reporting: How DOXA Strengthens Client Relationships

  In the world of insurance, timely reporting of claims is a non-negotiable requirement, not just a ...

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The 2025 M&A Outlook: A Strong Start Fueled by Strategic Growth

  Carrying over the momentum from a record-breaking Q4 2024, January 2025 delivered an impressive 35 ...

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Unlocking Growth in Commercial Lines Insurance: Strategies for Forward-Thinking Agents

The Essential Role of Commercial Lines Insurance In today’s dynamic business landscape, securing the ...

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Robust Close for Insurance Brokerage M&A Activity in 2024

With only a month left for buyers and sellers to finalize transactions in 2024, all eyes are on the incoming ...

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Agency Networks – The New Reality in Insurance Distribution

In today’s insurance landscape, competitive pressures, increased capital availability—even amid rising ...

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