This post is part of a series sponsored by AgentSync.

While the pandemic cooled off mergers and acquisitions activity in the insurance market, all signs point to a hot M&A market in the next year. If you’re in the position of evaluating (or being evaluated!) for an M&A fit, don’t leave compliance controls out of the mix.

At AgentSync, we’re not lawyers or accountants, so we aren’t planning to address the legalities or finances of insurance M&A activity in any depth. However, we are compliance junkies. And, to that end, we’re here to talk about where license compliance fits in your insurance M&A due diligence process (and the short answer is everywhere, it fits everywhere).

Priorities in M&A valuations

Most M&A due diligence lists have 10 to 20 key areas to investigate both for the purposes of assessing a business’s fair market value and for determining a best fit for