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Mergers & Acquisitions Round Table

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This live web event has ended. Thank you for attending.


Please note: This session is intended for agency employees only.
Join your fellow agency owners, principals, and managers for our virtual round table conversation on mergers and acquisitions for firms of all sizes. We invite all attendees to participate fully with webcams on to join in an active dialogue.


  • Jim Dahoney

    SVP, CIO, Director of Strategic Acquisitions | Marshall & Sterling

    Jim Dahoney is the Senior Vice President, Chief Information Officer and Director of Strategic Acquisitions for Marshall & Sterling corporate-wide. Jim oversees a team that focuses on all areas of information technology along with the discovery, evaluation and integration of new acquisitions. In addition he serves as chair of the agency’s E&O Committee.
    Jim is a licensed Property and Casualty Insurance Broker. His diverse background includes experience with customer service, account management and business-to-business sales.
    Jim is active with the insurance industry and local community organizations. Currently, he serves as a board member of NetVU, and sits on several carrier and industry executive committees.

  • Jason Brudnick

    Chief Technology Officer | Risk Strategies Company

  • Stewart Gibson

    SVP and CIO | USI Insurance Services

    Highly accomplished, innovative, and profit-driven CIO with 20+ years’ experience leading the creation of new products and acquisitions that increase profitability, expand the customer base, and drive revenue growth. Managed support and implementation of technology-based solutions for a variety of businesses, including insurance brokerage, office equipment, Internet marketing, industrial warehousing and distribution, manufacturing, and corporate shared services. Demonstrated strengths in creating IT strategies for business startups, acquisitions, turnaround efforts, and shared service implementations. Spearheaded eCommerce and website development resulting in multi million-dollar revenue growth.

  • Joe Guerico, CPA, CIC, AAI

    Executive Vice President of Operations | AssuredPartners

    Certified Insurance Counselor (CIC), Accredited Advisor of Insurance (AAI), Certified Public Accountant (CPA)

September 22, 2020
Tue 12:00 PM CDT

Duration 1H 0M

This live web event has ended.

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