In today’s competitive merger and acquisition (M&A) market, finding the right partner is about more than valuation — it’s about preserving the culture and processes that made your business successful.
In this exclusive interview, Phil Trem, MarshBerry President, sits down with Vinnie Hager, National Director of Specialty Insurance at The Baldwin Group, to discuss the strategy behind his firm’s successful transaction. Vinnie shares why cultural alignment was non-negotiable, how maintaining a specialty operating model fueled continued success, and why reinvesting in people and technology was critical while sustaining more than 30% organic growth.
Whether you’re actively considering a transaction or simply planning for your firm’s future, this conversation offers practical insights every growth-minded leader can apply.
