Arthur J. Gallagher & Co. Investor Meeting With Management Transcript - Thomson StreetEvents

Arthur J. Gallagher & Co. Investor Meeting With Management Transcript

Arthur J. Gallagher & Co. Investor Meeting With Management Transcript - Thomson StreetEvents
Arthur J. Gallagher & Co. Investor Meeting With Management Transcript
Published Dec 16, 2025
42 pages (29898 words) — Published Dec 16, 2025
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of AJG.N corporate analyst meeting

  
Brief Excerpt:

...So good morning, everyone. I'm Ray Iardella, Head of Investor Relations at Gallagher. I want to welcome everyone to our fourth quarter 2025 investor meeting, including those of you that are here in person and those that are joining via the webcast. So in lieu of our business leaders getting presentation sort of vertically across the business, we're going to focus on two fireside chats today talking about our two-pronged growth strategy of organic and M&A in 2:30-minute sessions. Towards the end of each discussion, we'll open it up for Q&A on the topic that we're discussing, whether it's organic or M&A for those here in the room. And what I would ask for the benefit of those on the webcast, we ask that you wait for a mic to get a question. So people can clearly hear the question, then the answer as well. Additionally, we handed out our updated CFO Commentary document a few minutes ago. And we posted the same document to our website at www.ajg.com/December16 materials. An 8-K regarding this...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Co.
Ticker
AJG.N
Time
1:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Yaron Kinar - Mizuho Securities USA LLC - Analyst : Yaron Kinar, Mizuho. For as long as I remember, you've been talking about, when you go and compete time you're competing against smaller businesses. At the same time, we are seeing some of the global brokers moving down market. How is it that we saw that 90% with that move when do you expect maybe to see that 90 to start creeping down? And when you do run up against some of those global competitors or some of those larger sponsored roll-ups how do you compete against them? How well do you do relative to the other 90% of the time?

Question: Yaron Kinar - Mizuho Securities USA LLC - Analyst : David.

Question: Yaron Kinar - Mizuho Securities USA LLC - Analyst : Charlie. Unidentified Participant Hey, Charlie Letter, BMO. Just on Pat's comments on, keeping producers, so I think you put in the 100 that you granted about $315 million to assured partners, employees after the deal closed. How does that compare to what you initially expected. Are there any producers, are there any producer retention stats you can share so far, or how are you feeling about that?

Table Of Contents

Arthur J. Gallagher & Co. Investor Meeting With Management Summary – 2025-12-16 – US$ 54.00 – Edited Brief of AJG.N corporate analyst meeting</ 16-Dec-25 1:30pm GMT

Arthur J. Gallagher & Co. Q3 2025 Earnings Call Summary – 2025-10-30 – US$ 54.00 – Edited Brief of AJG.N earnings conference call or presentation 30-Oct-25 9:30pm GMT

Arthur J. Gallagher & Co. Q3 2025 Earnings Call Transcript – 2025-10-30 – US$ 54.00 – Edited Transcript of AJG.N earnings conference call or presentation 30-Oct-25 9:30pm GMT

Arthur J. Gallagher & Co. To Host Regularly Scheduled Quarterly Management Meeting Summary – 2025-09-18 – US$ 54.00 – Edited Brief of AJG.N corporate analyst meeting</ 18-Sep-25 1:00pm GMT

Arthur J. Gallagher & Co. To Host Regularly Scheduled Quarterly Management Meeting Transcript – 2025-09-18 – US$ 54.00 – Edited Transcript of AJG.N corporate analyst meeting</ 18-Sep-25 1:00pm GMT

Arthur J. Gallagher & Co. Q2 2025 Earnings Call Summary – 2025-07-31 – US$ 54.00 – Edited Brief of AJG.N earnings conference call or presentation 31-Jul-25 9:15pm GMT

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MLA:
Thomson StreetEvents. "Arthur J. Gallagher & Co. Investor Meeting With Management Transcript" Dec 16, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/Arthur-J-Gallagher-Co-Investor-Meeting-With-Management-T16595502>
  
APA:
Thomson StreetEvents. (2025). Arthur J. Gallagher & Co. Investor Meeting With Management Transcript Dec 16, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Arthur-J-Gallagher-Co-Investor-Meeting-With-Management-T16595502>
  
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