A Merger & Acquisition Boutique serving the Financial Services Industry.
Honesty is the first chapter in the book of wisdom”
- Thomas Jefferson
Honesty is the first chapter in the book of wisdom”
- Thomas Jefferson
Abe Boling of The Insurance Dream sits down with Tom Arcieri of Authentic Advisors and talks about the current Insurance M&A market, how much Agency Owners can expect to sell their Agencies for, who is buying, and how to navigate the Agency Sale Process
Managing Partner and Founder
Tom Arcieri has worked in the financial services industry since January of 1988.
In April of 2000, Arcieri joined National Financial Partners (NFP’s) M&A team. With NFP, Arcieri originated, negotiated and assisted in acquiring over 125 firms, participating in over one billion dollars of consideration. Since 2016, Authentic has provided M&A consulting on an additional $600 million of consideration covering another 50 transactions.
Prior to NFP, Arcieri trained under legendary value investor Mario Gabelli and spent five years at Lehman Brothers in middle market Institutional Sales covering renowned Hedge Funds, mid-sized Investment Management firms as well as High Net Worth individuals.
In 2016, Tom left NFP and established Authentic Advisors to assist entrepreneurs in analyzing options and opportunities on possible combinations with growth minded firms.
Managing Partner
Douglas Waddington has 20 years of experience in Corporate Finance and M&A in Financial Services and Healthcare.
Doug has served as Managing Director for Authentic since 2019. Prior to joining Authentic, Doug successfully oversaw the sale of Avella Specialty Pharmacy to UnitedHealth Group in 2018 for $320mm. From 2013-2015, he served as Regional CFO for USI, a national insurance brokerage with revenues of $1.0B. From 2011-2013, Doug managed M&A for Lincoln Financial Group. From 2008-2011, he managed corporate finance for Take Care Health Systems, a $200mm start-up that was acquired by Walgreens.
From 2004-2008, Doug held roles of increasing responsibility in accounting, M&A, and financial analysis for National Financial Partners where he worked with the Managing Member of Authentic Advisors.
Doug’s strength lies in providing strategic decisions on mergers, acquisitions, divestitures, and other complex financial transactions. Doug is a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA) with a Certificate in Management from Cornell University and a Bachelor of Science in Business Administration from the University of Delaware.
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