Macroeconomic Catalysts.
The macro forces that move the market on a cycle the demographics do not — interest-rate shocks, capital availability, and the rate environment that compresses or expands the valuation window. The cyclical overlay on a structurally demographic market.
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Macroeconomic & External Catalysts in Insurance Agency M&A
How rates and inflation move agency-M&A valuations — the three-phase rate cycle, the rate-multiple link, the two inflations, and the convergence window.