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 MarshBerry Connect members generated 14.2% Organic Growth versus 5.9% generated by non-Connect members between 2012 – 2022.*

EBITDA Margin

The Top 25% of MarshBerry Connect members generated 28.9% EBITDA as a % of Net Revenue versus 14.8% generated by non-Connect members between 2012 – 2022.*

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.

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.

January 2023 Evertree Insurance Group Provision Insurance Group Acquisition

Evertree Insurance Group has acquired Provision Insurance Group

MarshBerry served as the financial advisor to Evertree Insurance Group

January 2023 Arthur J. Gallagher & Co. John C. Breckenridge Insurance Solutions, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Solutions, Inc. 

MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.

January 2023 Relation Insurance Services, Inc. Napa Valley Insurance Services Acquisition

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services

MarshBerry served as the financial advisor to Napa Valley Insurance Services

January 2023 Specialty Program Group, LLC Euclid Fiduciary Acquisition

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

December 2022 Cadence Insurance Warriner & Associates Insurance, Inc Acquisition

Cadence Insurance has acquired Warriner & Associates Insurance, Inc. 

MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.

December 2022 Bowen, Miclette & Britt Insurance Agency Technical Assurance, LLC Acquisition

Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC

MarshBerry served as the financial advisor to Technical Assurance, LLC

December 2022 PCF Insurance Services Direct Dealer Services Acquisition

PCF Insurance Services has acquired Direct Dealer Services

MarshBerry served as the financial advisor to PCF Insurance Services

December 2022 Hub International Limited Dale Barton Agency Acquisition

Hub International Limited has acquired Dale Barton Agency

MarshBerry served as the financial advisor to Dale Barton Agency

December 2022 Evertree Insurance Group Gnade Insurance Group Inc.

Evertree Insurance has acquired Gnade Insurance Group Inc.  

MarshBerry served as the financial advisor to Evertree Insurance

December 2022 Arthur J. Gallagher & Co. Mahowald Insurance Agency

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency 

MarshBerry served as the financial advisor to Mahowald Insurance Agency

December 2022 Hilb Group, LLC OceanPoint Insurance Agency, Inc. Acquisition

Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.

MarshBerry served as the financial advisor to Hilb Group, LLC

December 2022 World Insurance Associates LLC. Future Insurance Group Acquisition

World Insurance Associates, LLC has acquired Future Insurance Group

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

December 2022 Hub Internal Limited Invensure Insurance Brokers Acquisition

Hub International Limited has acquired Invensure Insurance Brokers

MarshBerry served as the financial advisor to Invensure Insurance Brokers

November 2022 PCF Insurance Services Voluntary Benefits at Work

PCF Insurance Services has acquired Voluntary Benefits at Work

MarshBerry served as the financial advisor to PCF Insurance Services

November 2022 Hilb Group, LLC Sharpline Insurance Brokerage, LLC Acquisition

Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC

MarshBerry served as the financial advisor to Hilb Group, LLC

November 2022 Relation Insurance Services, Inc. Garrity Insurance Acquisition

Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance

November 2022 ICON an AIMCOR Consolidated Company McQueen Kalligan Insurance Services, Inc.

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.

November 2022 Alera Group, Inc. A privately-held insurance agency Acquisition

Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey

MarshBerry served as the financial advisor to the Seller

November 2022 Alliant Insurance Services,Inc Trivedi Capacity Associates Acquisition

Alliant Insurance Services, Inc has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions