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In knowledge-intensive industries like insurance, business intelligence provides vital support to organizational value. MarshBerry’s Intellectual Capital division is the foundation of our firm. The Intellectual Capital team offers a full suite of resources, extensive proprietary studies and custom research, rich industry data, best practices, and hands-on practical applications to help drive profit and increase the value of your firm.
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Drive performance innovation across your business. Come together with success-minded insurance professionals to learn best practices and improve your firms’ performance.
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Keep pace with insurance brokerage trends and business landscape. Today’s ViewPoint blog provides relevant insight and views from expert MarshBerry advisors and other industry leaders to help you make informed decisions.
Speakers Bureau
Looking for an expert in Organic Growth Strategies, M&A Advisory, Debt & Equity Capital, or industry trends in the Insurance Brokerage and Wealth Advisory space to speak at an upcoming meeting or event? MarshBerry advisors welcome the opportunity to share their knowledge and insight with your firm or group.
Just wanted to give you kudos for a great program – very positive material. I’m having fun and also learning a lot – that will help me become a better sales manager and also with future recruiting. We are learning a lot and are excited about future increased production, so that’s encouraging – well worth the investment!
The most valuable part of my MarshBerry training were my one on one calls. My consultant provided great insight and background that helped me prepare and properly evaluate my opportunities. I truly appreciated their willingness to challenge my typical sales process which helped accelerate my learning curve. Selling insurance is like no other sale I’ve made and having a resource like MarshBerry was incredibly beneficial.
Thank you so much for the superior training last week. I think it all came together really well when I listened to your approach. I truly enjoyed it!
Our partnership with the MarshBerry Growth Advisory/Sales Management team has really transformed the way our producers succeed and in turn the agency has grown. It has been a joint effort by both teams working towards a very intense and specific goal. You gave us the resources/scripts/planning tools/one on ones/manager feedback which helped us grow and also retain them.
The advice we got through the transaction was invaluable. MarshBerry was by our side the entire time. They know our people, our culture, they’ve been to our office. MarshBerry also played a key role in our arriving to the decision to sell and who to sell to. When we first engaged with MarshBerry, we said, ‘We don’t want the whole world coming in here. You know us. Culture is very, very important. Bring us who you think would be a cultural fit.’ They boiled it down to seven firms.
They are honest as the day is long, they give complete information and make it easy to analyze. The team is great. I trust them.
MarshBerry had deeper insight into the market than we did. They had expertise at negotiating value and they sourced qualified buyers. The timeline on the process was right and they prepped us well for conversations.
They have a keen knowledge and deep insight into the insurance market space. They understand core value drivers and translate that well to future buyers.
The benefit of working with MarshBerry is absolutely, the consultative style. It shows up because most investment bankers don’t have due diligence teams. MarshBerry does and it deepens their understanding of the value.
They have deep technical expertise that enables them to make observations about what operations are really driving the numbers, they are really good at that.
MarshBerry is very substantial, they have a very consultative style, and they are knowledgeable. There is sizzle and substance to them. Not many of their competitors understand the business as well as MarshBerry does.
I have worked in several organizations over my career, both as an employee and as an owner. These firms where I have had the longest tenure have been where I have been an owner, both with meaningful economics and meaningful input on strategic operating direction. MarshBerry fits that mold very well.
We’ve attracted and retained a high quality group of people, High level of intelligence and “self-starter” attitude (no one needs babysitting), Collaborative Way (being for each other, in particular), it’s OK to make mistakes, the way we push each other to our individual and collective benefit, openness to new ideas.
No two days are the same. I am constantly challenged to think differently. To apply knowledge to a unique circumstance. To help solve a problem. Our team has a true “team” mentality. We win and lose as a team and our success is defined by our collective achievements. We have individual projects and responsibilities, but no one is going to let someone else fail. There is always an open door or a phone call that will be answered to help if you are willing to reach out.
has invested in
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March 2024 AcquisitionHub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited January 2024 AcquisitionArthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency
Toggle Transaction Details January 2024Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency
Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: John Galt Insurance Agency Closed Date: 01/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to John Galt Insurance Agency January 2024 AcquisitionHigginbotham & Associates, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.
January 2024 AcquisitionJohnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC
Toggle Transaction Details January 2024Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC
Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon December 2023 AcquisitionSpecialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC
MarshBerry served as the financial advisor to Specialty Program Group LLC
Toggle Transaction Details December 2023Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC
MarshBerry served as the financial advisor to Specialty Program Group LLC
Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC Buyer: Specialty Program Group LLC Seller: Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC Closed Date: 12/31/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Specialty Program Group LLC December 2023 AcquisitionAlliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies
MarshBerry served as the financial advisor to Aldrich Benefits LP
Toggle Transaction Details December 2023Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies
MarshBerry served as the financial advisor to Aldrich Benefits LP
Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Buyer: Alliant Insurance Services, Inc. Seller: Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Closed Date: 12/31/2023 Location: Oregon Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Aldrich Benefits December 2023 AcquisitionAlera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. December 2023 AcquisitionAlkeme Insurance has acquired Flor Insurance Group
MarshBerry served as the financial advisor to Flor Insurance Group
Toggle Transaction Details December 2023Alkeme Insurance has acquired Flor Insurance Group
MarshBerry served as the financial advisor to Flor Insurance Group
Alkeme Insurance has acquired Flor Insurance Group Buyer: Alkeme Insurance Seller: Flor Insurance Group Firm Type: Commercial P&C; Personal Lines Closed Date: 12/29/2023 Location: Texas MarshBerry Advisory Role: MarshBerry served as the financial advisor to Flor Insurance Group December 2023 AcquisitionRSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency
MarshBerry served as the financial advisor to Ralph C. Wilson Agency
Toggle Transaction Details December 2023RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency
MarshBerry served as the financial advisor to Ralph C. Wilson Agency
RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency Buyer: RSC Insurance Brokerage, Inc. Seller: Ralph C. Wilson Agency Closed Date: 12/29/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph C. Wilson Agency December 2023 AcquisitionHowden has acquired VLC & Partners Holding
MarshBerry International served as the financial advisor to Howden
December 2023 AcquisitionChampion Risk & Insurance Services has acquired assets of LUX Insurance Services
MarshBerry served as the financial advisor to Champion Risk & Insurance Services
Toggle Transaction Details December 2023Champion Risk & Insurance Services has acquired assets of LUX Insurance Services
MarshBerry served as the financial advisor to Champion Risk & Insurance Services
Champion Risk & Insurance Services has acquired assets of LUX Insurance Services Buyer: Champion Risk & Insurance Services Seller: LUX Insurance Services Firm Type: Employee Benefits & Consulting Closed Date: 12/15/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Champion Risk & Insurance Services December 2023 AcquisitionAUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
Toggle Transaction Details December 2023AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters December 2023 AcquisitionRSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.
MarshBerry served as the financial advisor to Professional Risk Associates, Inc.
Toggle Transaction Details December 2023RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.
MarshBerry served as the financial advisor to Professional Risk Associates, Inc.
RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: Professional Risk Associates, Inc. Closed Date: 12/8/2023 Location: Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Risk Associates, Inc. December 2023 AcquisitionWorld Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details December 2023World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC December 2023 AcquisitionThe Hilb Group, LLC has acquired multiple privately-held entities
MarshBerry served as the financial advisor to The Hilb Group, LLC
December 2023 AcquisitionHub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Toggle Transaction Details December 2023Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc. November 2023 AcquisitionVantage Insurance Partners, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
November 2023 AcquisitionArthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
Toggle Transaction Details November 2023Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Hughes Insurance Agency, Inc. Closed Date: 11/17/2023 Location: New York MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc. November 2023 AcquisitionInszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details November 2023Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired Hawks View Insurance Buyer: Inszone Insurance Services, Inc. Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 11/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.