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Insurance Brokerage M&A: What to Know When Advising Sellers and Buyers

Speaker(s): David Lotz, John Wepler, Joseph Ehrlich, Lou Caltavuturo
Recorded on: Oct. 19, 2021
PLI Program #: 336245

Over 25 years’ experience as a banker and advisor to the insurance industry and currently President, Vantage Insurance Partners, Inc.  Prior to Vantage, spent 15 years at Dowling Hales as a sell-side advisor and has completed over 100 transactions over the course of his career
Prior to Hales, was with Fox-Pitt, Kelton where he focused on M&A and equity capital raising for insurance and healthcare companies. Prior to FPK, was with Deutsche Bank and the Federal Reserve Bank of New York
BA – Economics/International Relations, Colgate University; MBA – Columbia Business School

Joe Ehrlich serves as Beecher Carlson’s National Practice Leader for Private Equity, Family Office, and M&A. Joe has experience identifying, structuring, and providing insurance products and solutions for private equity firms, family offices, and other individual and strategic investors. He is a frequent presenter on M&A / Transactional Insurance and other related topics at conferences and for various professional groups, law firms, and other organizations and groups.

Joe graduated Columbia University and received his Juris Doctor degree from New York University’s School of Law. He serves on his college’s Board of Visitors and Chair of Columbia University’s Benefits Committee. Joe is a member of the Columbia Alumni Association’s (CAA) Strategic Planning Committee and serves several other CAA committees. He is a member of the Board of Trustees for the Saint Anthony Hall of New York, the Saint Anthony Hall Foundation, and the Board of Directors of the Columbia University Club of New York. Joe is also a board member and former president of the NYU Law Alumni Association.

A vital resource in mergers and acquisitions (M&A), John Wepler has personally advised on more than 300 M&A transactions since joining MarshBerry in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A. As Chairman and Chief Executive Officer of MarshBerry—and CEO of the wholly-owned FINRA registered broker/dealer MarshBerry Capital, Inc.—John’s leadership and industry experience has benefited many insurance industry professionals.