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The Big M&A Driver in Health and Wealth Agencies? Demographics
40% of insurance agency principals are over age 60. 20% are over 65. And 75% of those planning to retire within 5 years have no formal succession plan. This generational transition is one of the…
Owners of Insurance Premium Finance Companies—This Market Still Has Buyers
Even in a choppy M&A market, insurance premium finance businesses are holding strong. In Q1 2025, we saw: Our latest whitepaper from Colonnade Advisors explains why now may be a smart time to start planning…
Premium Finance Holds Steady—What Q1 2025 Reveals About Resilience in Financial Services
While broader M&A activity started the year with a surge before fading, insurance premium finance remained a pocket of relative stability. In our Q1 2025 update, Colonnade Advisors highlights how this sector—with its recurring revenue,…
After a Hot Streak, Equipment Finance Cools in Q1—but Signals Are Mixed
The $1 trillion equipment finance industry entered 2025 with strong momentum, but rising charge-offs, macro uncertainty, and tariff-driven caution cooled M&A and origination activity in Q1. Despite an 8.9% drop in new business volume and…
M&A Slowed in Equipment Finance Last Quarter—But This Could Be the Moment to Prepare
If you’re a business owner in the equipment finance space, here’s what we saw in Q1 2025: But this is not a wait-and-watch market. Strategic acquirers are actively positioning for the second half of the…
