DOXA

Strategic Acquisitions

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Beyond Partnerships: How Insurance Ecosystems Unlock Growth, Retention, and Relevance

Partnerships have long been a pillar of growth for insurers and brokers. Whether it’s expanding market ...

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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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Deploying New Tech in Your Agency? Start Here.

The decision to implement new technology in an insurance agency can feel like a gamble: it’s time-consuming, ...

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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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