Arthur J. Gallagher (AJG) Investor presentation summary

Company overview and mission

• Operates as a leading global insurance broker and one of the largest P&C third-party administrators, with presence in approximately 130 countries and over 57,000 employees.

• Mission focuses on delivering cost-effective, differentiated risk management solutions, fostering employee growth, and building long-term client and market relationships.

• Emphasizes a unique, performance-based culture rooted in shared values, teamwork, and ethical standards.

Financial performance and segment highlights

• Achieved $11.8B in adjusted revenue and $84.8B market capitalization as of March 2025.

• Brokerage segment contributed 88% of revenue, with a strong middle-market commercial focus; risk management segment accounted for 12%, primarily serving Fortune 1000 clients.

• Combined brokerage and risk management segments saw 16% adjusted revenue growth and 26% adjusted EBITDAC growth year-over-year for Q1 2025.

• Five-year CAGR: 15% for adjusted revenues and 20% for adjusted EBITDAC, with EBITDAC margin rising 640 basis points to 33.3% in 2024.

Growth strategy and M&A activity

• Pursues consistent growth through organic initiatives, productivity improvements, and strategic M&A.

• In 2025, completed 11 new mergers with $101M in estimated annual acquired revenues; agreed to acquire Assured Partners for $13.45B, funded by $8.5B equity and $5B debt.

• Maintains a vast acquisition pipeline in fragmented domestic and international markets, leveraging integration capabilities and core competency culture.