"No M&A malaise for MGAs"

While the 2010 M&A market was dismal, there was one bright spot on the horizon. According to Gill and Roeser Holdings, Inc. Senior Vice President Dale Myer, MGA/MGU owners could be sitting on an asset with higher potential value than they might otherwise have recognized. The article can be accessed at American Agent & Broker magazine's website under "Exclusives" at www.agentandbroker.com.

"New York OKs Medical Malpractice Rate Increase"

Senior Vice President Herbert E. Goodfriend is quoted in this article as saying, "It's a prudent step toward keeping the proverbial wolf from the door... how long it will last is another question." To read the full article, you must be a subscriber to Business Insurance. Follow this link, http://www.businessinsurance.com/article/20100711/ISSUE01/307119976

"2009 gores agent M&As"

Senior Vice Presidents Dale Myer and Richard Schlicher summarize the 2009 M&A market and tell agents how to come out of the recession on an upward swing. The entire article can be accessed at American Agent & Broker magazine's website under "Exclusives" at www.agentandbroker.com.

"Timing is essential in selling your agency"

Senior Vice Presidents Dale Myer and Richard Schlicher recommend looking at the capital gains considerations before selling an insurance agency. The entire article can be accessed at American Agent & Broker magazine's website under "Exclusives" at www.agentandbroker.com.

"Ratings: The Holy Grail"

This article is based on a formal presentation given by Herbert E. Goodfriend, Senior Vice President of Gill and Roeser, at the CEO/COO Session of the Physicians Insurance Association of America (PIAA) on March 13, 2008 at the Westin Kierland Hotel in Scottsdale, Arizona.

"So you think you can dance? Understanding the steps involved in insurance agency mergers and acquisitions."

Dale A. Myer, Senior Vice President, Gill and Roeser Holdings, Inc. conducted a detailed working session at the Big I Convention on November 11, 2007. The attached PowerPoint Presentation is a summary of that presentation on insurance agency mergers and acquisitions including retrospective and prospective statistics, industry data as well as performance measures that drive valuation models and parameters.

"Current Trends and Outlook: Reinsurance and Insurance Markets" [ 16 MB File ]

Steven K. Bolland, President, and Herbert E. Goodfriend, Senior Vice President, of Gill and Roeser Holdings, Inc. gave a four hour presentation on the reinsurance and insurance markets including an overview of pertinent economic trends and the capital markets, the outlook for reinsurance and insurance, regulation at the annual PIA Convention in Puerto Rico on June 8, 2007.

"Understanding the Wholesale Market"

Gill and Roeser Holdings, Inc. Senior Vice President Dale A. Myer spoke at SNL's Insurance Brokerage Seminar at the New York Athletic Club on February 26, 2007. He discussed the wholesale insurance market and how it contrasts with the retail insurance market. The presentation also focused on distribution of wholesale insurance products and includes a financial review of wholesale distributors.