PROOF IS IN THE NUMBERS.
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.
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.
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.
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.
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.
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!
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.
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!
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.
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.
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.
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.
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.
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.
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.
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.
MarshBerry was the financial adviser to CM&F Group, Inc.October 2021 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 AgencyOctober 2021 Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.
MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.September 2021 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 ServicesSeptember 2021 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah
MarshBerry was financial adviser to the SellerSeptember 2021 Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc.
MarshBerry was financial adviser to Good’s Insurance Agency, Inc.September 2021 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri
MarshBerry was financial adviser to the SellerSeptember 2021 Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc
MarshBerry was the financial adviser to Vaaler Insurance, Inc.August 2021 Acquisition Alera Group, Inc. has acquired Risk Consulting Partners
MarshBerry was the financial adviser to Risk Consulting PartnersAugust 2021 Acquisition Risk Strategies has acquired Danna-Gracey
MarshBerry was the financial adviser to Risk StrategiesAugust 2021 Acquisition PCF Insurance Services has acquired Levi & Associates Insurance
MarshBerry was financial adviser to PCF Insurance ServicesAugust 2021 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 GroupJuly 2021 Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts
MarshBerry was financial adviser to Alera Group, Inc.July 2021 Acquisition PCF Insurance Services has acquired Gordon Insurance
MarshBerry was financial adviser to Gordon InsuranceJuly 2021 Acquisition Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York
MarshBerry was financial adviser to the SellerJuly 2021 Acquisition PCF Insurance Services has acquired Rice Insurance, LLC
MarshBerry was financial adviser to Rice Insurance, LLCJuly 2021 Acquisition Scottish American has acquired FastComp.com, LLC
MarshBerry was the financial adviser to FastComp.com, LLCJuly 2021 Acquisition Scottish American has acquired Kaliff Insurance
MarshBerry was the financial adviser to Kaliff InsuranceJuly 2021 Acquisition BRP Group, Inc. has acquired RogersGray, Inc.
MarshBerry was the financial adviser to RogersGray, Inc.June 2021 Acquisition AssociatedPartners, Inc. has acquired Sterling Insurance Group
MarshBerry was the financial adviser to Sterling Insurance Group