M & A Insights with guest, Sam Patterson Insurance Agency Insights

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 normal year, the impact that COVID has had on the M+A market and pricing, and the outlook for the insurance industry in a post-COVID world.