u/Key_Position_4975

Valuation of Insurance Brokers

Hello,

I am looking for research material for insurance brokerages(Aon, Browns, Gallgher, etc)

I am insurance advisor & account manager myself and considering recent slump in industry valuation I want to find long thesis for individual plays in the sector, but I am lacking valuation books/paper specifically for Insurance Brokerages/wealth managers(even my mom & pop shop has WM department)

r/SecurityAnalysis index has couple materials about carriers but for some reason(I believe I know why) brokerages being ignored completely

On the outside(and inside) brokers are similar to any other "subscription" based business, where you have retention ratio + cost per acquisition=cogs and for revenue we have Value at Risk inflation from carriers + approx customer growth in new market(if entered)

Oiled up with m&a or basic book acquisition.

I can definitely start working with that, but I will appreciate if anyone can reference some good material for industry valuation

Thank you, Finn

reddit.com
u/Key_Position_4975 — 8 hours ago
▲ 114 r/Kingdom

I believe artist just wanted to draw something like that for a while and there was never a good enough opportunity... why not now?

If we take it literally - Tou is officially a superman

u/Key_Position_4975 — 11 days ago