INTELLIGENCE & LITIGATION DATA
Independent Agency Intelligence: Litigation Autopsies & M&A Teardowns
Proprietary agency intelligence, real-world E&O negligence autopsies, and transaction teardowns dissected for independent agency principals.
E&O Autopsies
Court rulings, disputes, and operational negligence case studies.
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The $71,000 Total Loss Trap: How a Burned Porsche Exposed the Real Danger of Standard ACV Policies
Reading Time: 3.5 min | Jurisdiction: U.S. Court of Appeals, 8th Circuit (2026) | Case Docket: Falasco v. USAA Casualty Ins. Co. (No. 25-2632) Asset at Risk 1974 Porsche 911S Carrier Initial Offer $46,106 (Flawed Comps) Final Jury Verdict $71,363.95 (Breach) Bad Faith Ruling Affirmed for Carrier The Scenario When Joseph Falasco’s 1974 Porsche 911S…
Deal Teardowns
Agency valuations, retention impact, and private asset transactions.
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The $5B Rollover Squeeze: How an Agency Sale Lost Its Equity
Reading Time: 4 min | Jurisdiction: Delaware Court of Chancery | Case Docket: Sheehan v. AssuredPartners, Inc. (C.A. No. 2019-0333-AML) Transaction Structure Asset Purchase + Rollover Equity The Big Event $5.1B Buyout by GTCR Equity Action Class B Cancelled for $0 Core Dispute “For Cause” Termination vs Equity Rights The Deal Setup When executing an…
Operational oversights destroy agency valuation multiples.
Before exploring a confidential sale or acquisition, benchmark your agency’s book of business against current market multiples.