Skip to Main Content

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.

Learn More

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.

Learn More

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.

Learn More

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.

Learn More

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
October 2021 Specialty Program Group, LLC CM&F Group, Inc. Acquisition Specialty Program Group, LLC has acquired CM&F Group, Inc.

MarshBerry was the financial adviser to CM&F Group, Inc.

October 2021 Hub International Limited Jerry Baird Insurance Agency & Baird Crop Insurance Agency Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency

MarshBerry was financial adviser to Jerry Baird Insurance Agency & Baird Crop Insurance Agency

October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.

September 2021 DOXA Insurance Holdings, LLC all assets of  Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services

September 2021 PCF Insurance Services a privately-held insurance agency in Utah Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah

MarshBerry was financial adviser to the Seller

September 2021 PCF Insurance Services Good's Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc.

MarshBerry was financial adviser to Good’s Insurance Agency, Inc.

September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

September 2021 Marsh McLennan Agency Vaaler Insurance, Inc Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc

MarshBerry was the financial adviser to Vaaler Insurance, Inc.

August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners

August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

August 2021 PCF Insurance Services Levi & Associates Insurance Acquisition PCF Insurance Services has acquired Levi & Associates Insurance

MarshBerry was financial adviser to PCF Insurance Services

August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group

July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

July 2021 PCF Insurance Services Gordon Insurance Acquisition PCF Insurance Services has acquired Gordon Insurance

MarshBerry was financial adviser to Gordon Insurance

July 2021 Bolt Solutions, Inc. a privately-held insurance agency in New York Acquisition Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York

MarshBerry was financial adviser to the Seller

July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC

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 AssociatedPartners, Inc. Sterling Insurance Group Acquisition AssociatedPartners, Inc. has acquired Sterling Insurance Group

MarshBerry was the financial adviser to Sterling Insurance Group

MarshBerry Latest

2021 MarshBerry Impact Summit

ARE YOU A GROWTH FOCUSED INSURANCE BROKER? MarshBerry's Impact Summit is the premier event for understanding the current state of capital markets and how to leverage debt to grow your insurance business. IMPACT brings together leading capital providers that offer market commentary and insights about the best ways to tap non-investment grade debt markets. Register Today.