Increased capital gains fuel 30% rise in 2021 intermediary M&A: Optis
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Increased capital gains fuel 30% rise in 2021 intermediary M&A: Optis

Optis Partners finance m&a.jpg

M&A transactions between brokers and agents spiked by 30% to 1,034 deals, driven by concerns around increased capital gains and inadequate perpetuation plans meeting up with highly capitalized investors, according to the latest research by Optis Partners.

The report, titled “North America Agent & Broker 2021 Year-End Merger & Acquisition Report”, noted that these factors fueled M&A activity in the prior year, and will likely continue to do so in 2022, despite an expected hike in...

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