Mergers & acquisitions: opportunities to grow and expand your agency

New environment for mergers and acquisitions: Sharing Knowledge Series Episode 28

Agency growth and expansion through acquisition is the topic of discussion for the 28th episode of the Sharing Knowledge Series. Host Kevin Vonderau, EVP, chief lending officer at Westfield Bank, discusses how insurance agency owners can best prepare for growth while navigating the high interest rate environment and policy changes impacting the economic landscape with guests Josh Heebner, Dave Rivell, and Mike Wagar.

Josh and Dave are partners at Element Risk Management, and Mike serves as SVP, agency banking and specialty lines leader at Westfield Bank.

Have questions? Email [email protected].

For legal information and resources, visit westfield-bank.com/sharing-knowledge/disclaimer.

 

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The Sharing Knowledge Series of videos, podcast episodes and articles are for informational purposes only, and is not intended to serve as legal, tax, financial, investment, accounting, or regulatory advice. Opinions expressed and third-party information shared herein do not reflect the opinions of Westfield Bank, Westfield Group, or any of its subsidiaries or affiliates. The information shared does not constitute nor is intended as an offer or solicitation for the purchase or sale of any product or service. Testimonials may not be representative of the experience of other customers and are not guarantees of future performance or success. Bank products and services provided by Westfield Bank, Member FDIC an equal opportunity lender.

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