The National Underwriter Company and Hales & Company Announce 2011 Executive Seminars: Spotlight on Insurance Mergers & Acquisitions

Gain Insight into Insurance Agency M&A, Perpetuation and Financing Strategies

Mar 03, 2011, 10:00 ET from The National Underwriter Company

NEW YORK, March 3, 2011 /PRNewswire/ -- The National Underwriter Company and Hales & Company announced today that they are partnering on four full day seminars that will enable insurance business professionals to understand the strategies needed to successfully implement and execute buy side, sell side and financing strategies. Seminars are being held at:

  • April 14, 2011Orlando, FLWalt Disney World Swan
  • April 28, 2011New York, NYWestin Times Square
  • May 11,2011Los Angeles, CA – Hyatt Regency Century Plaza
  • May 18, 2011Chicago – The Sutton Place Hotel

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The full day seminars are geared toward property & casualty, employee benefit and wholesale/MGA/MGU insurance professionals who are considering selling or buying an agency, internally perpetuating their own agency or accessing capital for growth. The seminar includes key topics such as an economic and industry overview, a review of 2010 M&A activity and the outlook for the future, as well as other key strategies they will need to excel in today's business environment.  There are special sections for employee benefit professionals related to healthcare reform, key compliance issues and business strategies.

According to Rob Lieblein, Managing Partner of Hales, "The insurance distribution industry continues to face many challenges, and mergers & acquisitions continue to play a significant role in helping insurance professionals achieve their strategic goals and objectives."

In addition to Hales professionals, special guest speakers are Michael T. Griffin, partner, and John Stretton, partner, Edwards Angell Palmer & Dodge LLP; Peter J. Marathas, Jr., partner, Proskauer Rose LLP; Merri Ash, vice president, First Bankers Trust Services, Inc.–Retirement Plan Consulting; and Steven B. Greenapple, principal, SES Advisors, Inc.  

To reserve your seat, please call 800.831.8333 or register online at Use Promo Code: 2011NUPR to receive the Early Bird rate. This offer expires March 31, 2011.  In addition, all seminar attendees will receive a copy of our most recent publication, 2011 Insurance Agency Mergers & Acquisitions and Growth Strategies, a $285 value, with paid registration.  

Event Presented by Hales & Company.

Event Sponsored by National Underwriter P&C magazine, American Agent & Broker, Edwards Angell Palmer & Dodge, Proskauer Rose, and Vertafore.

About The National Underwriter Company

The National Underwriter Company is the leading publisher of insurance and financial services magazines and reference material for the professional audience. The National Underwriter Company is part of the Summit Business Media group of companies. Additional information is available at

About Hales & Company

Hales & Company, with offices in New York City, Harrisburg, San Francisco, Chicago, Los Angeles, Seattle, and Washington, D.C., is the leading M&A and business consulting firm in the insurance distribution industry.  Additional information is available at

SOURCE The National Underwriter Company