M&A Deals Makers & Deal Breakers

Why are some transactions or “deals” most likely to happen or not happen? There are a number of factors that come into play and those of us in the industry call them deal makers and deal breakers.

Every deal needs to be judged on its own merits. However, there is often a pattern that develops during the merger and acquisition (M&A) process. Below are a few examples based on my experience with numerous buyers and sellers of insurance agencies from the past 30 years.

Five Deal Breakers and How to Avoid Them

Five Deal Makers

The difference between a successful transaction and one that falls apart is a clear understanding of the relevant facts. Use of a third party will remove the biases and personal feelings that too often cloud judgment. The making of a good deal for all parties takes time, patience and expertise.