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
December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial adviser to Hub International Limited

December 2021 Lovell Minnick Partners, LLC Warner Pacific Insurance Services Acquisition Lovell Minnick Partners, LLC has invested in Warner Pacific Insurance Services

MarshBerry was the financial advisor to Warner Pacific Insurance Services

December 2021 Hub International Limited JP Griffin Companies, LLC Acquisition Hub International Limited has acquired JP Griffin Companies, LLC

MarshBerry was the financial adviser to JP Griffin Companies, LLC

December 2021 Alera Group, Inc. Foa & Son Corporation Acquisition Alera Group, Inc. has acquired Foa & Son Corporation

MarshBerry was the financial adviser to Foa & Son Corporation

December 2021 One80 Intermediaries Prosurance Insurance Group, Inc. Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.

MarshBerry was the financial adviser to Prosurance Insurance Group, Inc.

December 2021 High Street Insurance Partners, Inc. Gary Thompson Agency, Inc. Acquisition High Street Insurance Partners, Inc. has acquired Gary Thompson Agency, Inc.

MarshBerry was the financial adviser to Gary Thompson Agency, Inc.

December 2021 BroadStreet Capital Partners, Inc. a privately-held insurance agency in Pennsylvania Acquisition BroadStreet Capital Partners, Inc. has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was the financial adviser to the Seller

December 2021 One80 Intermediaries Pearl Insurance Acquisition One80 Intermediaries has acquired Pearl Insurance

MarshBerry was the financial adviser to Pearl Insurance

December 2021 Alera Group, Inc. a privately-held insurance agency in Michigan Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Michigan

MarshBerry was the financial adviser to Alera Group, Inc.

December 2021 Alera Group, Inc. Ashbrook-Clevidence, Inc. Acquisition Alera Group, Inc. has acquired Ashbrook-Clevidence, Inc.

MarshBerry was the financial adviser to Ashbrook-Clevidence, Inc.

December 2021 Alkeme Holdings, LLC Pauli-Shaw Insurance Agency, Inc. Acquisition Alkeme Holdings, LLC has acquired Pauli-Shaw Insurance Agency, Inc.

MarshBerry was the financial adviser to Pauli-Shaw Insurance Agency, Inc

December 2021 The Hilb Group, LLC PSA Insurance & Financial Services, LLC Acquisition The Hilb Group, LLC has acquired PSA Insurance & Financial Services, LLC

MarshBerry was the financial adviser to PSA Insurance & Financial Services, LLC

December 2021 Inszone Insurance Services, Inc. a privately-held insurance agency in Illinois Acquisition Inszone Insurance Services, Inc. has acquired a privately-held insurance agency in Illinois

MarshBerry was the financial adviser to the Seller

December 2021 High Street Insurance Partners, Inc. a privately-held insurance agency in Michigan Acquisition High Street Insurance Partners, Inc. has acquired a privately-held insurance agency in Michigan

MarshBerry was the financial adviser to the Seller

December 2021 Hub International Limited Basi Insurance Services, Inc. Acquisition Hub International Limited has acquired Basi Insurance Services, Inc.

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

December 2021 Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group Arcana Insurance Services, LP Acquisition Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP

MarshBerry was the financial adviser to Arcana Insurance Services, LP

December 2021 Oakbridge Insurance Agency, LLC Your Insurance Centers, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.

MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC

December 2021 BRP Group, Inc. Construction Risk Partners Acquisition BRP Group, Inc. has acquired Construction Risk Partners

MarshBerry was the financial adviser to Construction Risk Partners

December 2021 BRP Group, Inc. WGB Benefits Insurance Services, L.P. Acquisition BRP Group, Inc. has acquired WGB Benefits Insurance Services, L.P.

MarshBerry was the financial adviser to WGB Benefits Insurance Services, L.P.

December 2021 BRP Group, Inc. Wood Gutmann & Bogart Insurance Brokers Acquisition BRP Group, Inc. has acquired Wood Gutmann & Bogart Insurance Brokers

MarshBerry was the financial adviser to Wood Gutmann & Bogart Insurance Brokers