Distribution Town Square Takeover: Beyond the Multiple- Unlocking Value in Insurance Agency/Broker & MGA Deals

Thursday, October 16, 2025
ITC Community Meet-Ups
FormatTown Square Takeover

Join industry leaders Keith Savino, Matthew Prendergast, and Gilad Shai for an inside look at the forces shaping agencies, brokerage, and MGA consolidation. This panel goes past headline multiples to uncover the real drivers of value—book quality, client retention, carrier relationships, and culture—and tackles a critical question: when is it better to hear, or say, no? Expect practical insights for both buyers and sellers navigating today’s competitive M&A landscape.

Speakers
Keith Savino
Keith Savino, Managing Partner - Trucordia
Gilad Shai
Gilad Shai, Managing Director - BMI Capital
Matthew Prendergast
Matthew Prendergast, Head of Corporate Development - Ambac