Arthur J. Gallagher (AJG) Investor presentation summary

Company overview and mission

• Operates as a leading global insurance broker and third-party administrator, with presence in 130 countries and over 59,000 employees.

• Focuses on property/casualty and human resource risk management, serving a diverse client base from middle-market to Fortune 1000.

• Mission centers on delivering cost-effective, differentiated risk management solutions, fostering employee growth, and building long-term relationships with clients and insurance markets.

Financial performance and growth

• Achieved $12.3B in adjusted revenue and $72.9B market capitalization as of June 2025.

• Brokerage and risk management segments combined saw 15% CAGR in adjusted revenues and 20% CAGR in adjusted EBITDAC over five years.

• Brokerage segment delivered 17% adjusted revenue growth and 28% adjusted EBITDAC growth in 1H 2025, with margins rising to 40.2%.

• Risk management segment posted 8% adjusted revenue growth and 9% adjusted EBITDAC growth in 1H 2025, with margins at 20.7%.

Strategic initiatives and M&A

• Pursues a consistent growth strategy combining organic growth, productivity improvements, and targeted M&A.

• In 2025, added $392M in estimated annual acquired revenues and 20 new merger partners.

• Announced acquisition of Assured Partners for $13.45B, funded by $8.5B equity and $5B debt, expected to close in Q3 2025.

• Maintains a vast M&A pipeline, leveraging platforms for bolt-on acquisitions and integration capabilities.