For Immediate Release
Hales & Company Announces M&A and Organic Growth Seminars
Agency at a Crossroads
Learn How to Maximize Shareholder Value and Choose Your Best Route
New York City, NY —February 11, 2009 — Hales & Company announced today that it will be presenting four full day seminars on Mergers & Acquisitions and Organic Growth Strategies at the following locations:
- April 30, 2009 – Los Angeles, CA – Torrance Marriott South Bay
- May 5, 2009 – New York, NY – New York Marriott East Side
- May 7, 2009 – Washington, D.C. Area, – Tysons Corner Marriott
- June 4, 2009 – Tampa, FL – Hyatt Regency Tampa
The information-intensive full day seminar is geared toward agency owners and executives, bank-owned insurance agency executives, private equity professionals, industry professionals in charge of membership training and education, and other insurance industry professionals who have a need for detailed information related to M&A and organic growth strategies. The subject matter includes key topics such as economic and industry dynamics impacting the industry, a review of 2008 M&A and the outlook for the future, valuation analysis, transaction pricing, earn outs and deal structures, successful organic growth strategies, detailed sell- and buy-side strategies as well as organizational and compensation strategies to sustain growth. In addition, there will be a panel discussion led by leading proessionals in the industry, including public brokers, national brokers, banks and private equity groups.
According to Rob Lieblein, Managing Partner of Hales, “Most insurance owners and executives are at a crossroads given the prolonged soft market, diminishing organic growth rates, decreasing profitability and declining valuations, and are seeking guidance on how to choose the best route for them. We are very excited to continue our seminar series to assist industry professionals with these changes. Last year, we had over 200 industry professionals attend three seminars. With new sessions for 2009 related to valuation analysis, detailed sell- and buy-side strategies, organic growth strategies as well as organizational and compensation strategies to maximize shareholder value, we think we will reach out to an even broader audience. We are also extremely pleased to have Scott Addis, CEO of Addis Intellectual Capital, to be our featured speaker on how an agency can implement successful organic growth strategies. Scott has been an industry leader for many years and we know participants will find his session extremely beneficial. Whether a participant is a potential seller, buyer or looking for new ways to drive organic growth they will leave the seminar with many hands on tools to allow them to be successful at which ever route they choose. In addition, all participants will receive a free copy of our 2009 M&A and Organic Growth Strategies Sourcebook, which includes over 300 pages of detailed information related to M&A, organic growth, and best practices to maximize shareholder value.”
To reserve your seat, please call 800.831.8333 or register online at www.nuco.com/MandA. Use Promo Code: MAHALES. Early Bird rate offer expires March 25, 2009. Seminar participants will receive a free copy of the book, 2009 M&A and Organic Growth Strategies Sourcebook, a $275 value, with paid registration.
Event Sponsored by The National Underwriter Company and American Agent & Broker
About Hales & Company:
Hales & Company, with offices in New York City, Harrisburg, Chicago, Seattle, San Francisco, Southern California, Hartford and Washington, D.C., is the leading M&A firm in the insurance distribution industry. During 2008 Hales closed 34 transactions with an approximate deal value in excess of $568 million. Over the past 5 years, Hales has completed more than 114 transactions worth in excess of $2.4 billion. For more information, please visit our website www.halesgroup.com.
Media Contact
Robert J. Lieblein, Managing Partner
Hales & Company ~ Harrisburg, PA
717.541.9300 /
rlieblein@halesgroup.com
<< Back to Press Releases
|
|
