In this edition of Founder’s Insurance Brokerage Q4 2023 Update, our team provides valuable insights from the marketplace based on the fourth quarter. Estimates predict that the final 2023 deal count will land north of 40,000 transactions, which would rank as third highest year on record, driven primarily by increased transaction counts in both Q3 and Q4.

• Our update also includes:
  • Valuation Drivers, Rate Changes, & Global M&A Activity
  • Typical Deal Structure Overview
  • A look into M&A Activity involving the Top 60 Brokerages
  • An invitation to take our Investment Grade Assessment (Use Code: IGA_NE)

As we continue through 2024, Founders remains focused on helping founder-owned and led businesses achieve their goals, whether that is to exit completely, take some chips off the table, or raise capital to accelerate growth.

If you are considering a transaction of some sort soon, please reach out to our team for insight into what investors and buyers are looking for, as well as how we uniquely position each business to maximize value, minimize the disruption to your daily business, and optimize the probability of a successful outcome.