MarshBerry Connect

THE POWER OF PEER EXCHANGE.

Benchmark Performance. Share Resources. Drive Accountability.

MarshBerry Connect maximizes the power of a peer exchange network of businesses and advisors in the insurance industry.

Organic Growth

The top 25% of brokers 2011-2021 generated 12.7% Organic Growth versus 4.8% generated by non MarshBerry Connect members.*

EBITDA Margin

The top 25% of brokers 2011-2021 generated 27.3% EBITDA versus 14.5% generated by non MarshBerry Connect members.*

Membership

MarshBerry Connect membership is for brokers who believe in learning from the successes of leaders who have gone before them. The ability to test out a course of action through others’ experiences allows you to focus on what is most important: the strategies that have the greatest likelihood of success. Whether your goal is to double in size every five years or maximize profitability, you will meet Connect members who share the same objectives. Membership is by invitation only.

MEMBERSHIP BENEFITS Overview

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BENCHMARK PERFORMANCE

  • Customized reporting package that includes firms’ performance compared to peer-group and industry
  • Account access via online portal for advanced data and data analysis
  • Operational improvement assessments – survey tools to understand current state of employee engagement and sales culture
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BUSINESS OPTIMIZATION RESOURCES

  • Training and Educational webinars exclusively for members
  • Templates, tools and handbooks for process improvements
  • Discounts and access to MarshBerry thought leadership content and events
  • Eligibility into our aggregation program with access to business partners and discounts
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PEER NETWORKING & ACCOUNTABILITY

  • Appointed to designated Executive Peer Group (SIG – Strategic Issues Group)
  • Dedicated MarshBerry Strategy Consultant
  • Quarterly performance calibration with SIG focused on organic growth action items
  • Attendance at MarshBerry Connect Summits including formalized peer exchange sessions, state of the industry presentations, keynote addresses, and strategic thought leadership discussions.

Summit

Membership comes with a multitude of benefits and opportunities to network including executive forums. At these Summits members come together in their Strategic Issues Groups (SIGs) to share solutions and strategies that go beyond the surface and provide real-time actionable ideas. The summits are facilitated throughout the year by MarshBerry industry experts and are hosted at various locations throughout the U.S.

Check out highlights from our most recent Connect Summit in Cleveland, OH.

I love the networking that goes on at the Summits. It provides an opportunity for me to develop relationships that I’ve found to be very valuable.

Connect Summit Attendee, CFO

These are great networking events. We’ve thoroughly enjoyed all of them, and the structure allows for ample time and opportunity to meet many other attendees.

Connect Summit Attendee, CFO

Everyone is having similar issues: recruiting, finding acquisition opportunities, compensation … these sessions allow us to talk more in-depth about these.

Connect Summit Attendee, CFO

Contact the Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

Brooke Lugonjic
Senior Vice President - Organic Growth
Chris Rochford
Vice President, MarshBerry Connect
Brooke Lugonjic
Senior Vice President - Organic Growth

Brooke Lugonjic’s exceptional client service, leadership, and laser-like focus on results have contributed to her many successes since she joined MarshBerry in 2016. In her current role as Senior Vice President of the company’s expanded Organic Growth division, Brooke’s collaborative guidance and industry expertise are essential for overseeing the company’s many growth assets.

Chris Rochford
Vice President, MarshBerry Connect

Chris Rochford is a solutions-oriented thought leader who helps clients improve the value of their business by achieving double-digit organic growth. As the Vice President - Growth for MarshBerry Connect, Chris is responsible for new member development, network growth strategy, product innovation, and value enhancement for member firms.

September 2022 Alera Group Greenhill Insurance Services Acquisition

Alera Group has acquired Greenhill Insurance Services 

MarshBerry served as the financial advisor to Greenhill Insurance Services

September 2022 Partners Group Foundation Risk Partners Acquisition

Partners Group has invested in Foundation Risk Partners

MarshBerry served as the financial advisor to Foundation Risk Partners

August 2022 World Insurance Associates, LLC Brookside General Insurance Services, Inc. Acquisition

Scottish American has acquired Brookside General Insurance Services, Inc.

MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.

August 2022 Oakbridge Insurance J. Barry Walker Insurance Group LLC Acquisition

Oakbridge Insurance has acquired J. Barry Walker Insurance Group LLC

MarshBerry served as the financial advisor to Oakbridge Insurance

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

July 2022 Hub International Limited Alexander & Company, Inc. Acquisition

Hub International Limited has acquired Alexander & Company, Inc. 

MarshBerry served as the financial advisor to Alexander & Company, Inc.

July 2022 Alera Group Noyle Johnson Insurance, Inc. Acquisition

Alera Group has acquired Noyle Johnson Insurance, Inc.

MarshBerry served as the financial advisor to Alera Group

July 2022 PCF Insurance John E. Peakes Insurance Agency, Inc. Acquisition

PCF Insurance has acquired John E. Peakes Insurance Agency, Inc.

MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.

June 2022 Patriot Growth BMT Insurance Advisors Acquisition

Patriot Growth has acquired BMT Insurance Advisors 

MarshBerry served as the financial advisor to BMT Insurance Advisors

June 2022 Marsh McLennan Agency Clark Insurance Acquisition Marsh McLennan Agency has acquired Clark Insurance

MarshBerry served as the financial advisor to Clark Insurance

May 2022 Brown & Brown, Inc. Claim Technologies Incorporated Acquisition Brown & Brown, Inc. has acquired Claim Technologies Incorporated

MarshBerry served as the financial advisor to Claim Technologies Incorporated

May 2022 Field Pros Direct Dineley Claims Services, Inc. Acquisition

Field Pros Direct has acquired Dineley Claims Services, Inc.

MarshBerry served as the financial advisor to Dineley Claims Services, Inc.

May 2022 Specialty Program Group, LLC Jones Birdsong, LLC Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC

May 2022 Patriot Growth Insurance Services, LLC PFG Benefits, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.

MarshBerry served as the financial advisor to PFG Benefits, Inc.

May 2022 Patriot Growth Insurance Services, LLC DMM Advisors Acquisition Patriot Growth Insurance Services, LLC has acquired DMM Advisors

MarshBerry served as the financial advisor to DMM Advisors

April 2022 Risk Placement Services G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency

MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency

April 2022 Hub International Limited ChunHa-Holding Corp Acquisition Hub International Limited has acquired ChunHa-Holding Corp

MarshBerry served as the financial advisor to ChunHa-Holding Corp

April 2022 Peloton Capital Management Unison Risk Advisors Acquisition Peloton Capital Management has invested in Unison Risk Advisors

MarshBerry served as the financial advisor to Unison Risk Advisors

April 2022 The Hilb Group, LLC Paige & Campbell, Inc. Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.

MarshBerry served as the financial advisor to Paige & Campbell, Inc.

March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry served as the financial advisor to Hawley & Associates, LLC