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Market Intelligence

THINK MARSHBERRY.
THINK THOUGHT LEADERSHIP.

MARKET AND BUSINESS INSIGHT THAT HELPS GUIDE YOUR FIRM FORWARD

MarshBerry offers a full suite of intellectual capital resources, extensive proprietary and custom research, rich industry data, best practices, and hands-on practical applications to motivate action for your firm.

Benchmarking Insights

Connecting data and analytics to benchmark your firm’s performance. Taking quantitative data from surveys, interviews, and market data and combining it with qualitative insight and experience to deliver leading edge ideas that help you drive profit and realize your firms’ value.

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Thought Leadership Events

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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ViewPoint Blog

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.

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Speakers Bureau

Looking for an expert in Organic Growth Strategies, M&A Advisory, Debt & Equity Capital, or industry trends in the Insurance Brokerage 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.

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PROOF IS IN THE NUMBERS.

Breadth of Thought Leadership

600+
Metrics in Perspectives for High Performers (PHP)
1200+
Firms providing data for benchmarking services.
175+
Articles published in 2020
90+
Individual public speaking engagements & eForums annually

Hey guys, just wanted to give you kudos for a great program – very positive material. I had no idea what I was in for and I’m having fun and also learning a lot – that will help me become a better sales manager and also with future recruiting. I know our other agent participating is learning a lot and he is excited about his future increased production, so that’s encouraging – well worth the investment!

Private Client—AVP MO

The most valuable part of my MarshBerry training was my one on one calls. My consultant provided great insight and background that helped me prepare and properly evaluate my opportunities. As a seasoned sales professional, I truly appreciated their willingness to challenge my typical sales thought 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. I would recommend the MarshBerry program to any brokerages looking to properly onboard insurance professionals.

Private Client

Thank you so much for the superior training last week. I have to say, it was the best I have ever experienced. I’m sure it was mostly you, but I can’t help but think that my 20 years of right and wrong sales approaches and previous sales training, and other experiences prepared me to hear what you had to share last week. I think it all came together really well when I listened to your approach. I truly enjoyed it!

Private Client—Commercial Producer, Fresno, CA

Our partnership with MarshBerry and specifically the Organic Growth/Sales Management department has really transformed the way we help 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 all gave us the resources/scripts/planning tools/one on ones/manager feedback which helped us grow and also retain them. We were in a very unique situation competing with National Brokers and in my opinion, we are winning. I’m happy to be referral sources because I believe our partnership works.

Private Client—President, Miami, FL
Private Client

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.

Private Client
Private Client

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.

Private Client
Private Client

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.

Private Client
Private Client

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.

Private Client
Private Client

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.

Private Client
Private Client

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.

Private Client
Private Client

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.

Private Client
Zack Pittman—Management Consulting, MarshBerry

We have FUN! Yes, there’s a lot of work required to drive the value our clients expect and yes, there can often be a good amount of travel involved in doing so, but we’ve been able to create a culture where accomplishing tasks and truly bringing value to our clients gives us energy. We have a true passion for our industry and for our clients, which honestly makes it easier to grind the way we do.

Zack Pittman—Management Consulting, MarshBerry
Christina Moran—Human Resources, MarshBerry

What keeps me at MarshBerry is feeling like we have important work to do and haven’t come close to maximizing our potential as an organization yet. We have more to offer the insurance industry than we’re currently providing. We have more to offer our colleagues than we’re currently providing. We’re continually striving for excellence and raising the bar, even on our own expectations and what we think is possible.

Christina Moran—Human Resources, MarshBerry
Gerard Vecchio—Financial Advisory, MarshBerry

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.

Gerard Vecchio—Financial Advisory, MarshBerry
Bryan McMullan—IT, MarshBerry

I have the ability to do what I love with a great group of dedicated people. We all bring our different backgrounds and together we accomplish much more than we could individually.

Bryan McMullan—IT, MarshBerry
Eric Hallinan—Financial Advisory, MarshBerry

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.

Eric Hallinan—Financial Advisory, MarshBerry
Courtney Ferrara—Financial Advisory, MarshBerry

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.

Courtney Ferrara—Financial Advisory, MarshBerry
EJ Arguson—Client Development, MarshBerry

I love that my role directly and indirectly contributes to MarshBerry growing as an ESOP company and achieving its overall goals. When I speak with someone within, or even outside, the insurance industry, I have 110% confidence that we can deliver best-in-class services and that I’m representing some of the best, brightest, and high-character people in the industry.

EJ Arguson—Client Development, MarshBerry
July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance

July 2021 BRP Group, Inc. RogersGray, Inc. Acquisition BRP Group, Inc. has acquired RogersGray, Inc.

MarshBerry was the financial adviser to RogersGray, Inc.

June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has acquired Socius Insurance Services, Inc.

MarshBerry was the financial adviser to Socius Insurance Services, Inc.

May 2021 Alera Group, Inc. Lamb Insurance Services Acquisition Alera Group, Inc. has acquired Lamb Insurance Services

MarshBerry was financial adviser to Alera Group, Inc.

May 2021 Hub International Limited Ion Insurance Corporation Acquisition Hub International Limited has acquired Ion Insurance Corporation

MarshBerry was financial adviser to Hub International Limited

May 2021 Hub International Limited Conover Insurance Services, LLC Acquisition Hub International Limited has acquired Conover Insurance Services, LLC

MarshBerry was financial adviser to Conover Insurance Services, LLC

May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.

April 2021 Alera Group, Inc. Bell Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC

MarshBerry was financial adviser to Alera Group, Inc.

April 2021 The Liberty Company Insurance Brokers a privately-held insurance agency in Florida Acquisition The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida

MarshBerry was financial adviser to The Liberty Company Insurance Brokers

April 2021 Hub International Limited Wyoming Financial Insurance Acquisition Hub International Limited has acquired Wyoming Financial Insurance

MarshBerry was financial adviser to Hub International Limited

April 2021 Alera Group, Inc. Boston Benefit Partners, LLC Acquisition Alera Group, Inc. has acquired Boston Benefit Partners, LLC

MarshBerry was financial adviser to Boston Benefit Partners, LLC

April 2021 INSURICA  Oklahoma Business Insurors Agency, LLC Acquisition INSURICA  has acquired Oklahoma Business Insurors Agency, LLC

MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC

March 2021 The Hilb Group, LLC Star Insurance Agency Acquisition The Hilb Group, LLC has acquired Star Insurance Agency

MarshBerry was financial adviser to The Hilb Group, LLC

February 2021 Financial Institutions, Inc. Landmark Group of Brighton, Inc. Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.

MarshBerry was financial adviser to Financial Institutions, Inc.

January 2021 Sunstar Insurance Group, LLC  a privately-held insurance agency in Missouri Acquisition Sunstar Insurance Group, LLC has acquired  a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

January 2021 AssuredPartners, Inc. Murray Insurance Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.

MarshBerry was financial adviser to Murray Insurance Associates, Inc.

January 2021 Hub International Limited Christiansen Insurance Group, LLC Acquisition Hub International Limited has acquired Christiansen Insurance Group, LLC

MarshBerry was financial adviser to Christiansen Insurance Group, LLC

January 2021 GCP Capital Partners, LLC  ALKEME Holdings, LLC Acquisition

GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC

MarshBerry was financial adviser to ​GCP Capital Partners​, LLC

December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry Latest

Do You Have a Lazy Balance Sheet?

For the fourth year in a row, private equity (PE) outperformed other private market asset classes, based on global funds raised in 2000-2017. Some executives may see higher levels of debt on the balance sheet as risky or a potential negative. However, a firm could benefit from more leverage, as debt can multiply returns on investment and offer tax advantages.