CounterPoint is the proprietary publication of MarshBerry. The magazine offers eleven editions annually and is published for independent insurance agents and brokers, national brokers, private equity firms, banks & credit unions, insurance carriers and specialty distributors. MarshBerry's consultants author content focusing on on trends in mergers & acquisitions*, organic growth best practices, benchmarking, financial consulting and strategic business planning.

Read the Latest Edition of CounterPoint

The Perfect M&A Storm: 2017 State of the Industry

An advantageous market gave selling firms a welcome lift — but we believe that profitable growth is the only true guarantee to maximizing agency value.

You’ve heard the story about the owner who promised he’d never sell—it was practically a company mantra. He told his people, “Don’t worry…,” and he assured clients that the firm would perpetuate. He was building a legacy. And then succession time arrived and the owner did the one thing he said he’d never do: sell.

You’ve watched the story play out. So have we — countless times.

* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc.
28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122, 440-354-3230 Contact Us