Cost: Complimentary
Date: Wednesday, December 4, 2024
Time: 2pm ET | 11am PT
Editorial Webcast Sponsored by:
Private equity's influence is driving new opportunities and challenges in distribution management. Are you ready to navigate the evolving landscape of insurance mergers and acquisitions? Join us for a comprehensive discussion tailored to help agents and brokers understand the latest trends shaping M&A in the insurance sector. Get ahead of the curve with insights that will help you align strategies and streamline processes for seamless transitions.
Key takeaways from the webcast will include:
Register now to reserve your spot!
Can't attend? Register here for an on-demand recording after the webcast.
Elana Ashanti Jefferson | Editor-in-Chief | PropertyCasualty360 Group Elana Ashanti Jefferson is chief editor of PropertyCasualty360.com. In this function, Elana directs a team of multimedia journalists who report, write, edit and disseminate timely, relevant, industry-specific news and information. Before working in digital media, Elana spent two decades as a daily newspaper reporter and editor, working for publications on both coasts as well as in her home state of Colorado. Elana is a graduate of the Columbia University School of Journalism and the Georgetown University School of Foreign Service. | |
Alison Meyer | Group Product Manager | AgentSync Alison Meyer is an experienced technology leader who heads up the Product Management team for industry leading Distribution Channel Management technology provider, AgentSync. With a distinguished background in engineering, technical delivery and product management, Alison's focus is to build software that enables insurers to grow distribution, get more out of their data, and enable producers to be ready-to-sell quickly, and without disruption. She also has direct experience helping organizations navigate new M&A. | |
Timothy J. Cunningham | Managing Director | OPTIS Partners Mr. Cunningham has over forty years experience as a senior practitioner with insurance industry focused consulting firms and as a principal with a privately owned insurance broker. Prior to founding OPTIS Partners, LLC in 2002, he was a principal with IMCG from 1996 to 2002 and a principal with Hales & Associates from 1987 through 1996. Throughout his consulting career, Mr. Cunningham has provided a broad range of professional services focusing on fair market valuations, mergers and acquisitions, strategic business planning, litigation support and expert witness testimony, ownership perpetuation planning and compensation related matters. Mr. Cunningham is managing Director of OPTIS Partners. | |
David Crofts | Director, Mergers & Acquisitions | West Monroe David Crofts is the Director of Mergers & Acquisitions at West Monroe, specializing in the insurance sector. With over 25 years of experience in M&A advisory, David has a proven track record of delivering strategic value through complex transactions, from due diligence to integration. He is highly skilled in identifying growth opportunities, assessing financial and operational synergies, and optimizing post-acquisition performance. David's expertise in M&A extends to advising both buy- and sell-side clients, ensuring alignment with their long-term goals. He earned a dual-degree in Chemistry/Physics from Whittier College and an MBA from Columbia University. David was one of the primary authors of West Monroe’s September 2024 Signature Research, titled “Insurance M&A: Resilience, Digital Disruption, & Value Creation” | |
Olga Collins | Chief Executive Officer | Worldwide Broker Network Olga became the youngest ever Board member at WBN when she joined in 2019 before taking the reins as Chief Executive Officer in April 2021. She was also head of WBN's Young Professionals Academy. Born and raised in Poland, Olga is multilingual, studied five languages, and has a passion for global business. She is a member of the prestigious invitation-only C-Suite female network ‘Chief’, backed by Serena Williams, and recipient of multiple industry awards. |