Insurance Producer Industry M&A: The Anatomy of a Deal and the State of the Market
Insurance Producer Industry M&A: The Anatomy of a Deal and the State of the Market
Columbia University Master’s in Insurance Management Program & Hudson Insurance Federation of New Jersey Invite You to Attend a Joint Program
Mergers and acquisitions of insurance producers large and small continue to be headliners in 2026. Join us as Adam Reed, General Counsel at Trucordia, and Paul A. Procops, Vice President at Merger & Acquisition Services, Inc., walk us through an acquisition, discuss the nuances and obstacles, and opine on the trends that are reshaping the insurance distribution system.
Featuring Speakers
Adam Reed, General Counsel
Trucordia
Mr. Reed leads Trucordia’s legal function and oversees all legal, regulatory, and compliance matters. Trucordia is one of the top 20 largest insurance brokerages in the United States, recognized nationally for its scale, strength and sustained growth. With thousands of professionals nationwide and a significant market presence, the firm stands among the industry’s leading brokerage organizations.
Paul A. Procops, Vice President
Merger & Acquisition Services, Inc.
Mr. Procops serves as Vice President at Merger & Acquisition Services, Inc., where he focuses on deal origination and management, financial analysis, research, and client support. Since joining the firm in 2009, he has worked on more than 75 transactions involving insurance and financial service companies, advising clients on acquisitions, divestures, and strategic growth initiatives. He was recognized by The M&A Advisor with its Emerging Leaders Award in 2019.
Opening Remarks By:
Teresa Chan, Director, Master of Professional Studies in Insurance Management
Columbia School of Professional Studies
James M. Burns, Esq., Co-Founding Partner
Genova Burns LLC
President, Hudson Insurance Federation of New Jersey