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August 21, 2025

Q2 2025 Earnings Wrap-Up: Public Brokers Deliver Solid Results Amid Continued Moderating Rates

by MarshBerry
Public insurance brokers delivered another quarter of solid performance in Q2 2025, achieving stable organic growth and...
August 19, 2025

Attracting Today’s Talent With Strategic Compensation Strategies

by Bryan Lake
The insurance brokerage sector continues to face fierce competition for talent. In 2025, a strategic approach to...
August 19, 2025

Private Capital Fuels Record-Setting Pace for Wealth Advisory M&A in 2025

by Kim Kovalski
After a record-setting 2024, deal activity in 2025 is accelerating – up 18.6% year-to-date – led by private capital’s...
August 15, 2025

Canadian Insurance Brokerage M&A Slows in Q2 2025 Amid Economic Headwinds

by Phil Trem
After a multi-year deceleration, Canadian insurance brokerage M&A activity further cooled through the second quarter of...

Insurance

July 21, 2025

The Great Recognition: How Insurance Became the Most Resilient Industry in the World

by John Wepler
As the global economy finds itself immersed in another stretch of uncertain times – will the insurance industry once again...
July 17, 2025

Transforming Your Firm into a Talent Destination

by Don Folino
The insurance brokerage industry is in a battle for the best talent. Those firms that are able to showcase their unique...
July 11, 2025

Rewards and Consequences: Keys to Boosting Producer Productivity

by Don Folino
As the insurance brokerage industry continues to evolve, so too must the strategies firms use to drive producer performance.
June 30, 2025

Not All Agency Networks Are Created Equal

by Jason Juarez
There are effective strategies to navigate the aggressive agency network landscape and a framework to help you find a...

Financial Advisory

March 7, 2025

Bigger is Better: How Specialty Insurance Firms are Gaining Market Clout

by George Bucur
As large specialty insurance firms continue to consolidate and grow at a faster clip – gaining even greater market clout...
February 10, 2025

Record-Breaking Wealth Advisory M&A Activity Continues in January 2025

by John Orsini
The momentum of M&A activity in the wealth advisory space from 2024 carried over into 2025 with a strong showing in...
January 14, 2025

The Tax Cuts and Jobs Act: Procrastination Could Be Costly

by Brian Refici
The TCJA offers tremendous tax advantages to those looking to transfer assets or sell their firm outright. 2025 may be the...
January 2, 2025

Top 10 Today’s ViewPoint Articles of 2024

by MarshBerry
It’s been another busy year for the insurance industry and insurance brokers. Here’s a look back at the most popular...
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Recent Transactions

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August 2025 Brightstone Specialty Group RMS Hospitality Group and Fortis Risk Solutions Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions

MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†

 July 2025 Inszone Insurance Services, LLC Stephenson, Baggs & Guthrie, LLC Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

 July 2025 Inszone Insurance Services, LLC Snell-Nelson Insurance Agency, Inc. Acquisition Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

 July 2025 Risman Insurance Agency, Inc. Bank of Montreal

Risman Insurance Agency, Inc. has successfully raised an undisclosed amount of Debt Capital from Bank of Montreal

MarshBerry served as the financial advisor to Risman Insurance Agency, Inc.†

 July 2025 The Hilb Group, LLC a Florida-Based Business Acquisition The Hilb Group, LLC has acquired a Florida-Based Business

MarshBerry served as the financial advisor to the Seller†

 July 2025 Afore Insurance Services, LLC TailoredRisk Insurance Advisors, LLC Acquisition Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 June 2025 King Risk Partners, LLC Nobles Insurance Agency, Inc. Acquisition King Risk Partners, LLC has acquired Nobles Insurance Agency, Inc.

MarshBerry served as the financial advisor to King Risk Partners, LLC

 June 2025 King Risk Partners, LLC Louisiana Insurance Services Acquisition King Risk Partners, LLC has acquired Louisiana Insurance Services

MarshBerry served as the financial advisor to Louisiana Insurance Services†

 June 2025 HUB International Limited Wycoff Insurance Agency, Inc. Acquisition HUB International Limited has acquired Wycoff Insurance Agency, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 June 2025 HUB International Limited Fenner & Esler Agency Acquisition HUB International Limited has acquired Fenner & Esler Agency

MarshBerry served as the financial advisor to Fenner & Esler Agency†

 June 2025 Specialty Program Group LLC ANOVA Marine Insurance Acquisition Specialty Program Group LLC has acquired ANOVA Marine Insurance

MarshBerry served as the financial advisor to ANOVA Marine Insurance†

 May 2025 Cerity Partners LLC ERn-CD Arizona, LLC dba Canopy Wealth Management Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management

MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†

 May 2025 Inszone Insurance Services, LLC LJ Insurance, Inc. Acquisition Inszone Insurance Services, LLC has acquired LJ Insurance, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

 May 2025 HUB International Limited Guru of Insurance Acquisition HUB International Limited has acquired Guru of Insurance

MarshBerry served as the financial advisor to HUB International Limited

 April 2025 The Hilb Group, LLC a Maine-Based Business Acquisition The Hilb Group, LLC has acquired a Maine-Based Business

MarshBerry served as the financial advisor to the Seller†

 April 2025 World Insurance Associates, LLC Abacus Insurance & Financial Services, LLC Acquisition World Insurance Associates, LLC has acquired Abacus Insurance & Financial Services, LLC

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 April 2025 Arthur J. Gallagher & Co. Imbs Holdings, Inc. Acquisition Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025 Keystone Agency Partners Thomas-Fenner-Woods Agency, Inc. Acquisition Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc.

MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†

 April 2025 Heffernan Insurance Brokers Pac Global Insurance Brokerage, Inc. Acquisition Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, Inc.

MarshBerry served as the financial advisor to Pac Global Insurance Brokerage, Inc.†

 April 2025 Choice Financial Group, LLC Corporate Risk Solutions, Inc. Acquisition Choice Financial Group, LLC has acquired Corporate Risk Solutions, Inc.

MarshBerry served as the financial advisor to Choice Financial Group, LLC
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital