FocalPoint: A MarshBerry Webinar

Determining Your Path: How Independent Insurance Firms Become Regional or National Brokers

The success experienced since the formation of Patriot Growth Insurance Services (Patriot), Alera Group, Inc. (Alera), and Oakbridge Insurance Agency LLC., alongside ongoing investment from private equity partners, highlights their impressive growth trajectories in a competitive marketplace.

Less than a decade ago, many believed that forming a national brokerage from scratch was an impossible feat.

However, MarshBerry, the investment banking firm, played a pivotal role in helping to establish and support the management groups of three leading insurance brokerages – Patriot Growth Insurance Services (Patriot), Alera Group, Inc. (Alera), and Oakbridge Insurance Agency LLC.