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Insurance Producer Industry M&A: The Anatomy of a Deal and the State of the Market

In-person Event:

Mergers and acquisitions of insurance producers large and small continue to be headliners in 2026. A successful deal starts with experts whose advisory services complement the role of an aggregator’s in-house counsel. Together, experts and counsel guide a transaction through the matrix of financial, operational, legal and regulatory considerations until close. The strategies for investors who seek value creation through growth opportunities and a profitable exit are evolving, and so is the anatomy of a deal from valuation to post-closing. Chris M. Hughes, Managing Director, Mergers and Acquisitions Services, Inc., and Adam Reed, General Counsel, Trucordia will walk us through an acquisition and discuss the nuances, obstacles and trends that are reshaping the insurance distribution system.

The M.P.S in Insurance Management program is pleased to co-host with one of our Corporate Advisory Network members, the Hudson Insurance Federation of New Jersey, Inc. (HIF) to bring you this event. The HIF is a member-driven trade association supporting insurance professionals who live or work in the Jersey City metro area and throughout New Jersey.

Open to all sectors of the industry including underwriting, claims, reinsurance, actuarial, legal, and compliance, HIF fosters connection, education, and professional growth. Through timely educational programs, thought-leader panels, regulatory engagement, and executive networking opportunities, HIF strengthens the insurance community while promoting career pathways for students, minorities, and women.

HIF is committed to cultivating the next generation of insurance leaders by partnering with higher education institutions and encouraging mentorship and advancement across the industry.


For questions about this event, please contact insurancemanagement [[at]] sps [[dot]] columbia [[dot]] edu.

To obtain additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at inquire [[at]] sps [[dot]] columbia [[dot]] edu.

If you require closed captioning, sign-language interpretation or any other disability accommodations, please contact Disability Services, disability [[at]] columbia [[dot]] edu, at least 10 days in advance.

Please visit Columbia University’s Hub for Emergency Preparedness to stay up to date on the latest campus health and safety policies.

This event is open to individuals irrespective of identity and sex.

Speakers

Additional Speakers

James M. Burns

Teresa Chan