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WFG Capital Advisors and National Underwriter Announce
Agency Merger & Acquisition Seminar - May 18, 2005
Event Sponsored by The National
Underwriter Company, Professional Publishing Division
HARRISBURG, PA –
(Business Wire) – March 16, 2005 - WFG Capital Advisors
LP and the Professional Publishing Division at The National
Underwriter Company announce today that they are joining
forces to conduct a one-day seminar, Mergers & Acquisitions
and Other Strategic Alternatives To Maximize Shareholder
Value. The seminar will be held on May 18, 2005 at the
Wyndham Hotels & Resorts in Elizabeth, New Jersey (Newark
Airport).
The information-intensive
full day seminar is geared toward agency owners and
executives, banking executives and other industry
professionals who have a need for timely, relevant mergers
and acquisitions data and information – how to enhance
agency value in today’s highly competitive market. The
subject matter is tailored to the agency system and unveils
such topics as the key drivers behind industry
consolidation; agency valuation and deal structures; the
impact of banks on the market; what prices are currently
being paid by the different buyer groups; what an agency
owner should expect in a transaction process; and life after
the deal.
According to Steven Wevodau, Managing Principal of WFG, "The
topics are very substantive and delivered by professionals
who have been engaged in hundreds of transactions and have
significant professional experience. We are delighted to
have the support of such a prominent organization as The
National Underwriter Company.”
Robert Lieblein, President of WFG, stated “This seminar is
well thought out and delivers impact information that not
only includes recent industry developments but also offers
the independent agency owner with methods and solutions to
increase shareholder value in today’s highly competitive
environment. We have assembled numerous industry
professionals who have significant experience in enhancing
the overall operation of an agency, including strategic
planning, perpetuation and succession planning issues,
successful bank owned agency strategies, as well as other
topics that are of high relevance to the industry
professional looking to enhance their agency.”
According to James M. Keefe, Managing Director of NUCO's
Professional Publishing Division, “National Underwriter is
very excited to sponsor this event. The pace of industry
consolidation is accelerating; a relevant seminar on how to
enhance the value of an agency is vital among industry
professionals. We believe that the information presented by
WFG’s professionals will greatly benefit all participants.
It is because of this expertise that we sought out Mr.
Wevodau and Mr. Lieblein to develop our new subscription
service, Insurance Mergers & Acquisitions Insights: the
Definitive M&A Resource for the Insurance Industry.”
The full day session includes presenters such as experienced
attorneys, investment banking professionals, a CEO of a
bank-owned top 100 firm, and career management specialists.
More information can be obtained at
www.wfgca.com or by
calling 717.780.7800.
About WFG:
WFG Capital Advisors LP, based in Harrisburg,
Pennsylvania, is an Investment Banking and Corporate
Financial Advisor for the insurance and financial services
industries.
About National Underwriter:
The National Underwriter Company is the leading insurance
and financial services information provider. NUCO’s
Insurance Magazine Division publishes two weekly news
magazines for the property/casualty and life/health sectors
of insurance carrying the National Underwriter brand. The
company also publishes Claims, a monthly magazine for claims
executives; Tech Decisions, for IT insurance professionals;
and two regional titles, Florida Underwriter, and Insurance
Advocate, for the New York metro market. In live events,
NUCO’s
Professional Publishing Division issues its Fire, Casualty
and Surety Bulletins, reporting on the latest developments
in insurance policy application and legal interpretation;
and the TaxFacts
annuals, summarizing how the tax code affects insurance
benefits and investment decisions, among some 160 titles in
all. For more information about NUCO,
visit
www.nuco.com.
Media Contacts:
WFG Capital Advisors LP
Steven S. Wevodau, Managing Principal
Direct: (717) 780-7802 /
swevodau@wfgca.com
Main: 717-780-7800 /
www.wfgca.com
The National Underwriter Company
Bruce Hillman, Editorial Director, Professional Publishing
Division
Tel: (859) 692-2221 /
bhillman@nuco.com
www.nuco.com