Phil Trem

Trem covers brokerage mergers and acquisitions for Leader's Edge.
The Risk of Waiting
Brokerage Ops The Risk of Waiting
For many independent insurance brokerages, the question is no longer whether the...
September 29, 2026
Incentives Matter in M&A
Industry Incentives Matter in M&A
Insurance brokerage buyers and sellers are finding new ways to ensure key non-sh...
September 1, 2026
Choosing Between Two Future States
Industry Choosing Between Two Future States
The difference between M&A satisfaction and regret often comes down to one criti...
July 14, 2026
Benefits Deals Drop but Desire Remains
Industry Benefits Deals Drop but Desire Remains
Against headwinds, employee benefits firms look for growth opportunities even as...
May 26, 2026
Does AI Adoption Matter in M&A?
Industry Does AI Adoption Matter in M&A?
In mergers and acquisitions, it’s not the technology you build that attracts b...
April 28, 2026