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  • Services
    • Buyside Advisory
    • Sellside Advisory
    • Capital Raising
  • Team
  • Transactions
  • Insights
    • Quarterly Updates
    • Industry Reports
    • Recent Updates
  • Podcast
  • Industries
    • Auto Dealership Services
    • Business Services
    • Financial Services
  • Contact

Insights

Quarterly Updates

MA 2025 Q2

M&A Quarterly Update: 2025 Second Quarter

FI 2025 Q2

F&I Products Quarterly Update: 2025 Second Quarter

IPF Quarterly Update 2025 Q2

Insurance Premium Finance Quarterly Update: 2025 Second Quarter

Equipment Finance 2025 Q2

Equipment Finance Quarterly Update: 2025 Second Quarter

View prior publications

Industry Reports

IPF fall 2025

Insurance Premium Finance

RIA 1025

M&A Update: Registered Investment Advisors October 2025

Health Wealth 101525

Health and Wealth Insurance Distribution

View more Industry Reports

Recent Updates

Gina Cocking comments to Auto News on Protective Asset Protection purchase of Portfolio Holding, Inc.

Today’s RIA Buyer Landscape — and What It Means for You

RIA M&A Activity Surpasses 2024’s Full-Year Total

Join Gina Cocking at the F&I Reinsurance and Product Conference

Health & Wealth Agency M&A Activity By Year

Health & Wealth Agency M&A Amongst Largest Consolidators

Health & Wealth Agency M&A Activity By Year

View more Updates
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