5 episodes

Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions about the economy, finance, and the impact that capital can have on insurance agencies.

Insurance Agency Insights Peter Friedman

    • Business

Helping small and medium-sized insurance agencies achieve their business goals, we offer a series of conversations focused on agency finance. Peter Friedman shares his experience as a specialty lender and invites guests to join him in discussions about the economy, finance, and the impact that capital can have on insurance agencies.

    The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak Bank

    The Lending Landscape, part 1, with guest, Kelly Drouillard, SVP at Live Oak Bank

    Peter and Kelly discuss SBA lending, the importance of finding the right borrower-lender fit, and the future of M&A and lending as the insurance industry enters an initial recovery phase from the COVID pandemic.

    • 32 min
    M & A Insights with guest, Sam Patterson

    M & A Insights with guest, Sam Patterson

    Peter and Doug are joined by Sam Patterson of Springtree Group to discuss how to execute an acquisition as a buyer or a seller, when to bring in third party facilitators (lawyers and accountants, for example), when acquisitions tend to happen through a...

    • 28 min
    M & A: The What, Where, When, and How of Acquisitions.

    M & A: The What, Where, When, and How of Acquisitions.

    With a background as an acquisitions advisor to multibillion dollar corporations, Peter offers his insights into strategic growth through M&A. Whether you want to grow your agency in size, grow in a geographic area, or grow your product line...

    • 19 min
    How to work with a lender in times of trouble

    How to work with a lender in times of trouble

    With the unforeseen pandemic we find ourselves in today, Peter and Doug discuss what agencies should know about working with a lender. Peter explains the criteria that lenders use in considering whether to make a loan, and how the criteria change in an...

    • 10 min
    What could happen in the insurance agency world over the next several weeks, months, years?

    What could happen in the insurance agency world over the next several weeks, months, years?

    In this first episode, Peter is joined by Doug Burke, investment banker and advisor to the insurance industry, to discuss the US economy during this pandemic period and how it impacts the insurance agency industry in particular. There are some potential...

    • 13 min

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