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Webinar
Tuesday, June 25, 2024
2:30 PM - 3:30 PM UTC
1 hour
Live Webinar
US broker/agency merger & acquisition deal volume fell in 2023 were down 45% from the 2021 peak and down 20% vs. 2022. What catalysts are behind the drop, and what shifts on the horizon could result in a return to robust M&A activity?
Discussion questions include:
S&P Global Market Intelligence
S&P Global Market Intelligence
Associate Director, Insurance
Chris Winter is one of the insurance leaders in the Market Intelligence division at S&P Global.
Chris Winter is the North America Insurance solutions lead for S&P Global Market Intelligence. In this role, Chris helps insurance clients utilize the full suite of solutions offered by S&P, such as financial data, credit risk solutions, data feeds, and more, while specializing in the NAIC Statutory and Rate Filings products. He holds a Bachelor of Arts in History and English from the University of Virginia and an MBA from the College of William & Mary.
Howden Capital Markets & Advisory
Co-Head of North America
John Stamatis joined Howden Tiger Capital Markets & Advisory (HTCMA) in June of 2015.
John Stamatis joined Howden Tiger Capital Markets & Advisory (HTCMA) in June of 2015. Having joined HTCMA at its inception, John has been instrumental in the growth of the group and has advised clients on a wide range of situations including M&A transactions, capital raises, new company formation, and insurance-linked securities issuances.
Prior to joining HTCMA, he held the position of Senior Underwriter at Zurich.
John earned a Bachelor of Arts in Economics from Harvard University.
Bain Capital
Managing Director
Mr. Roux joined Bain Capital in 2023. He is a Managing Director on the Bain Capital Insurance team.
Mr. Roux joined Bain Capital in 2023. He is a Managing Director on the Bain Capital Insurance team.
Prior to joining Bain Capital MR. Roux was with Century Equity Partners where we focused on investing in services, distribution, and technology businesses within the financial services industry. Earlier in his career, Mr. Roux served as an Associate at Silverwood Partners and Analyst at Meketa Investment Group.
Mr. Roux received an MBA from the Kellogg School of Management at Northwestern University and a B.S. in Economics and Finance from Bentley University. He has a CFA charterholder.
S&P Global Market Intelligence
MarshBerry
Senior Vice President
As President of MarshBerry's Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning.
As President of MarshBerry's Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers. Phil's objective is to provide clients with a seamless, comprehensive experience.
Senior Editor
Meg Green is managing editor of Insider Engage.
Meg Green is managing editor of Insider Engage. Meg is a former daily newspaper journalist who joined the Insurance Insider family after a storied 23-year career with AM Best.
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