Classification is based on semantic text similarity scoring and may include approximations. “No match” means no high-confidence textual match was found — not necessarily that a section was removed.
🟢 New in Current Filing
WE HAVE MADE CERTAIN ASSUMPTIONS RELATING TO THE TRANSACTION WHICH MAY PROVE TO BE MATERIALLY INACCURATE.
🔒
🟢 New in Current Filing
WE ARE SUBJECT TO RISKS RELATED TO ACCESSION’S BUSINESS, INCLUDING UNDERWRITING RISK IN CONNECTION WITH CERTAIN CAPTIVE INSURANCE COMPANIES.
🔒
🟢 New in Current Filing
FUTURE SALES OR OTHER DILUTION OF OUR EQUITY COULD ADVERSELY AFFECT THE MARKET PRICE OF OUR COMMON STOCK.
🔒
🟢 New in Current Filing
CHANGES IN OUR ACCOUNTING ESTIMATES AND ASSUMPTIONS COULD NEGATIVELY AFFECT OUR FINANCIAL POSITION AND RESULTS OF OPERATIONS.
🔒
🟢 New in Current Filing
Issuances of Unregistered Securities
🔒
🟢 New in Current Filing
Issuer Purchases of Equity Securities
🔒
🟢 New in Current Filing
Approximatedollar value ofshares that mayyet be purchasedunderthe plans orprograms (in millions)
🔒
🟢 New in Current Filing
Performance Graph
🔒
🟢 New in Current Filing
S&P 500 Composite Index
🔒
🟢 New in Current Filing
Company Overview
🔒
🟢 New in Current Filing
Information Regarding Non-GAAP Financial Measures
🔒
🟢 New in Current Filing
Non-GAAP Revenue Measures
🔒
🟢 New in Current Filing
Non-GAAP Earnings Measures
🔒
🟢 New in Current Filing
Definitions Related to Certain Components of Non-GAAP Measures
🔒
🟢 New in Current Filing
Acquisitions
🔒
🟢 New in Current Filing
Revenue Recognition
🔒
🟢 New in Current Filing
Business Combinations and Purchase Price Allocations
🔒
🟢 New in Current Filing
Intangible Assets Impairment
🔒
🟢 New in Current Filing
Non-Cash Stock-Based Compensation
🔒
🟢 New in Current Filing
Litigation and Claims
🔒
🟢 New in Current Filing
RESULTS OF OPERATIONS FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024
🔒
🟢 New in Current Filing
(in millions, except percentages)
🔒
🟢 New in Current Filing
Net income attributable to the Company
🔒
🟢 New in Current Filing
Commissions and Fees
🔒
🟢 New in Current Filing
Investment and Other Income
🔒
🟢 New in Current Filing
Employee Compensation and Benefits
🔒
🟢 New in Current Filing
Other Operating Expenses
🔒
🟢 New in Current Filing
Gain or Loss on Disposal
🔒
🟢 New in Current Filing
Amortization
🔒
🟢 New in Current Filing
Depreciation
🔒
🟢 New in Current Filing
Interest Expense
🔒
🟢 New in Current Filing
Change in Estimated Acquisition Earn-Out Payables
🔒
🟢 New in Current Filing
(in millions)
🔒
🟢 New in Current Filing
Income Taxes
🔒
🟢 New in Current Filing
RESULTS OF OPERATIONS — SEGMENT INFORMATION
🔒
🟢 New in Current Filing
(in millions)
🔒
🟢 New in Current Filing
(in millions)
🔒
🟢 New in Current Filing
Specialty Distribution
🔒
🟢 New in Current Filing
Specialty Distribution
🔒
🟢 New in Current Filing
Retail Segment
🔒
🟢 New in Current Filing
(in millions, except percentages)
🔒
🟢 New in Current Filing
Specialty Distribution Segment
🔒
🟢 New in Current Filing
(in millions, except percentages)
🔒
🟢 New in Current Filing
LIQUIDITY AND CAPITAL RESOURCES
🔒
🟢 New in Current Filing
Operating Cash Flows
🔒
🟢 New in Current Filing
Investing Cash Flows
🔒
🟢 New in Current Filing
Financing Cash Flows
🔒
🟢 New in Current Filing
Contractual Cash Obligations
🔒
🟢 New in Current Filing
After 5Years
🔒
🟢 New in Current Filing
Index to Consolidated Financial Statements
🔒
🟢 New in Current Filing
(in millions, except per share data)
🔒
🟢 New in Current Filing
(in millions)
🔒
🟢 New in Current Filing
December 31,2024
🔒
🟢 New in Current Filing
LIABILITIES AND EQUITY
🔒
🟢 New in Current Filing
Balance at January 1, 2023
🔒
🟢 New in Current Filing
Balance at December 31, 2023
🔒
🟢 New in Current Filing
Balance at December 31, 2024
🔒
🟢 New in Current Filing
Balance at December 31, 2025
🔒
🟢 New in Current Filing
Cash flows from operating activities:
🔒
🟢 New in Current Filing
Cash flows from investing activities:
🔒
🟢 New in Current Filing
Cash flows from financing activities:
🔒
🟢 New in Current Filing
Net cash provided by (used in) financing activities
🔒
🟢 New in Current Filing
Net increase in cash, cash equivalents and restricted cash inclusive of fiduciary cash
🔒
🟢 New in Current Filing
Cash, cash equivalents and restricted cash inclusive of fiduciary cash at end of period
🔒
🔴 No Match in Current Filing
FUTURE PANDEMICS, EPIDEMICS OR OUTBREAKS OF INFECTIOUS DISEASE, AND THE RESULTING GOVERNMENTAL AND SOCIETAL RESPONSES MAY MATERIALLY AND ADVERSELY AFFECT OUR BUSINESS, LIQUIDITY, CUSTOMERS, INSURANCE CARRIERS AND THIRD PARTIES.
🔒
🟡 Modified
A CYBERSECURITY ATTACK, OR ANY OTHER INTERRUPTION IN INFORMATION TECHNOLOGY AND/OR DATA SECURITY THAT MAY IMPACT OUR OPERATIONS OR THE OPERATIONS OF THIRD PARTIES THAT SUPPORT US, COULD ADVERSELY AFFECT OUR BUSINESS, FINANCIAL CONDITION AND REPUTATION.
🔒
🟡 Modified
OUR GROWTH STRATEGY DEPENDS, IN PART, ON THE ACQUISITION OF OTHER INSURANCE INTERMEDIARIES AND RELATED BUSINESSES, WHICH MAY NOT BE AVAILABLE ON ACCEPTABLE TERMS IN THE FUTURE OR WHICH, IF CONSUMMATED, MAY NOT BE ADVANTAGEOUS TO US.
🔒
🟡 Modified
INCREASING SCRUTINY AND CHANGING LAWS OR COMPETING EXPECTATIONS FROM REGULATORS, INVESTORS AND CUSTOMERS WITH RESPECT TO OUR ENVIRONMENTAL, SOCIAL AND GOVERNANCE (“ESG”) PRACTICES AND DISCLOSURE CAN IMPOSE ADDITIONAL COSTS ON US OR EXPOSE US TO REPUTATIONAL, LITIGATION OR OTHER RISKS.
🔒
🟡 Modified
WE HAVE OPERATIONS INTERNATIONALLY, WHICH MAY RESULT IN A NUMBER OF ADDITIONAL RISKS OR REQUIRE MORE MANAGEMENT TIME AND EXPENSE THAN OUR DOMESTIC OPERATIONS TO ACHIEVE OR MAINTAIN PROFITABILITY.
🔒
🟡 Modified
OUR CURRENT MARKET SHARE MAY DECREASE AS A RESULT OF DISINTERMEDIATION WITHIN THE INSURANCE INDUSTRY, INCLUDING INCREASED COMPETITION FROM INSURANCE COMPANIES, TECHNOLOGY COMPANIES AND THE FINANCIAL SERVICES INDUSTRY, AS WELL AS THE SHIFT AWAY FROM TRADITIONAL INSURANCE MARKETS.
🔒
🟡 Modified
BECAUSE A SIGNIFICANT PORTION OF OUR BUSINESSES ARE CONCENTRATED IN FLORIDA, CALIFORNIA, MASSACHUSETTS, GEORGIA, MICHIGAN, AND NEW YORK, AS WELL AS IN THE UNITED KINGDOM, ADVERSE ECONOMIC CONDITIONS, NATURAL DISASTERS, OR REGULATORY CHANGES IN THESE JURISDICTIONS COULD ADVERSELY AFFECT OUR FINANCIAL CONDITION.
🔒
🟡 Modified
OUR BUSINESS, AND THEREFORE OUR RESULTS OF OPERATIONS AND FINANCIAL CONDITION, MAY BE ADVERSELY AFFECTED BY FURTHER CHANGES IN THE U.S. CREDIT MARKETS.
🔒
🟡 Modified
RAPID TECHNOLOGICAL CHANGE MAY REQUIRE ADDITIONAL RESOURCES AND TIME TO ADEQUATELY RESPOND TO DYNAMICS, WHICH MAY ADVERSELY AFFECT OUR BUSINESS AND OPERATING RESULTS.
🔒
🟡 Modified
WE ARE EXPOSED TO INTANGIBLE ASSET RISK; SPECIFICALLY, OUR GOODWILL MAY BECOME IMPAIRED IN THE FUTURE.
🔒
🟡 Modified
OUR BUSINESS PRACTICES AND COMPENSATION ARRANGEMENTS WITH INSURANCE CARRIERS ARE SUBJECT TO UNCERTAINTY DUE TO POTENTIAL CHANGES IN REGULATIONS.
🔒
🟡 Modified
IMPROPER DISCLOSURE OF CONFIDENTIAL INFORMATION COULD NEGATIVELY IMPACT OUR BUSINESS.
🔒
🟡 Modified
WE ARE SUBJECT TO LIMITED UNDERWRITING RISK THROUGH OUR PARTICIPATION IN CAPTIVE INSURANCE FACILITIES, WHICH MAY SUBJECT US TO LIMITED CLAIMS EXPENSES.
🔒
🟡 Modified
CERTAIN OF OUR SHAREHOLDERS HAVE SIGNIFICANT CONTROL.
🔒
🟡 Modified
Critical Accounting Policies and Estimates
🔒