WFG Capital Advisors LP and National Underwriter Company will join in conducting a one-day seminar, "Mergers & Acquisitions and Other Strategic Alternatives to Maximize Shareholder Value."
The seminar will be held May 17, at the Hyatt Regency in Bethesda, Md.
The full-day seminar is geared toward agency owners and executives, banking executives, and other industry professionals who need timely, relevant mergers and acquisitions data and information on how to enhance agency value in today's highly competitive market.
The subject matter will be tailored to the agency system and covers such topics as:
o The key drivers behind industry consolidation.
o Agency valuation and deal structures.
o The impact of banks on the market.
o What prices are currently being paid by the different buyer groups.
o What an agency owner should expect in a transaction process.
o Life after the deal.
"The topics are very substantive and delivered by professionals who have been engaged in hundreds of transactions and have significant professional experience," said Steven Wevodau, managing partner of WFG. "We are delighted to have the support of such a prominent organization as the National Underwriter Company."
"This seminar is well thought out and delivers impact information that not only includes recent industry developments but also offers the independent agency owner methods and solutions to increase shareholder value in today's highly competitive environment," said Robert Lieblein, president of WFG.
James M. Keefe, senior vice president and managing director of NUCO's Professional Publishing and Conference Division, said, "The pace of industry consolidation is accelerating; a relevant seminar on how to enhance the value of an agency is vital among industry professionals.
"We believe that the information presented by WFG's professionals will greatly benefit all participants. It is because of this expertise that we sought out Mr. Wevodau and Mr. Lieblein to develop our service, 'Insurance Mergers & Acquisitions Insights: the Definitive M&A Resource for the Insurance Industry,' and become involved in this event."
The presenters at the session include attorneys, investment banking professionals and other career management specialists.
More information can be obtained online at www.wfgca.com or by telephone at 717-780-7800.
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