Insurance Merger & Acquisition Insights is a unique resource that provides comprehensive transaction data PLUS exclusive insights that you will not find with any other product. The 2009 Annual Sourcebook is a book with a year-end review of all 2008 transactions, valuation and deal structures. Included are exclusive insights on leading acquirers, 2009 trends and developments.
About the Authors
Robert J. Lieblein, Managing Partner, Hales & Company With over twenty-five years of experience, Mr. Lieblein has been involved in more than 150 mergers and acquisitions and is known as one of the industry’s leading financial advisors. He has written numerous articles for industry publications and is a frequent speaker for industry trade groups and associations. Mr. Lieblein is a Certified Public Accountant and spent thirteen years with KPMG as a senior manager in the firm’s Financial Services practice. Rob also is the co-founder of Wharton Capital Partners, a private equity firm involved in starting and acquiring companies since 1997. Mr. Lieblein earned degrees in accounting, mathematics, and computer science from
Shippensburg
University .
Audra M. Szollosy, Vice President, Hales & Company Ms. Szollosy has over eighteen years of insurance and financial services experience. With Hales & Company for five years, Ms. Szollosy is recognized for her expertise in managing both buy- and sell-side transactions. Prior to joining Hales, Ms. Szollosy held various portfolio management, research, and client development positions with the Pennsylvania Public School Employees’ Retirement System, T. Rowe Price, and several other financial institutions. Audra is a featured monthly columnist in a leading insurance industry publication. She is a graduate of the
University of
Delaware with a degree in accounting and holds an MBA with a concentration in finance from
Loyola
College .
Daniel B. Price, Vice President, Hales & Company Mr. Price has seven years of merger and acquisition, financial consulting, and valuation experience including five years with Hales & Company. Dan is recognized for his expertise in managing both buy- and sell-side transactions. He is a member of the National Association of Certified Valuation Analysts and holds the AVA designation. Mr. Price is a graduate of the
Pennsylvania
State
University with degrees in finance and information systems. He also holds an MBA with a concentration in financial management from
Drexel
University .
Meredith Sheinfeld, Associate, Hales & Company Ms. Sheinfeld has over six years of financial analysis experience. Prior to joining Hales, Meredith was a treasury analyst with the Bon-Ton Stores, Inc., where she specialized in financial modeling and acquisition forecasting and valuation. Ms. Sheinfeld holds an MBA from the
Pennsylvania
State
University and also an undergraduate degree in finance with a minor in economics, graduating with high distinction, from
Penn
State .
Special Contributing Author
Scott Addis, President and CEO of the Addis Group and Addis Intellectual Capital, LLC (AIC) AIC is a coaching and consulting company whose purpose is to transform the process that insurance agents, brokers, and carriers use in serving their clients. Scott has particular expertise in helping agents and brokers with organic growth, profitability and agency value. Scott is recognized as an industry leader having been awarded Inc magazine’s “Entrepreneur of the Year” as well as the “25 Most Innovative Agents in .”
|