PROOF IS IN THE NUMBERS.
THINK THOUGHT LEADERSHIP.
MARKET AND BUSINESS INSIGHTs 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.
Data & Analytics
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.
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.
Today’s 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.
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.
WayPointView More MarshBerry’s WayPoint offers macroeconomic indicators relevant to your brokerage or agency, industry insights from our proprietary database, updates on the M&A market and key transactions from the previous month, and a market overview from the six publicly traded retail brokers on a monthly basis. View More
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 Organic Growth/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.
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.
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.
Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance GroupJanuary 2023 Acquisition
Arthur J. Gallagher & Co. has acquired John C. Breckenridge Solutions, Inc.
MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.January 2023 Acquisition
Relation Insurance Services Inc. has acquired Napa Valley Insurance Services
MarshBerry served as the financial advisor to Napa Valley Insurance ServicesJanuary 2023 Acquisition
Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance ServicesDecember 2022 Acquisition
Cadence Insurance has acquired Warriner & Associates Insurance, Inc.
MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.December 2022 Acquisition
Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC
MarshBerry served as the financial advisor to Technical Assurance, LLCDecember 2022 Acquisition
PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance ServicesDecember 2022 Acquisition
Hub International Limited has acquired Dale Barton Agency
MarshBerry served as the financial advisor to Dale Barton AgencyDecember 2022
Evertree Insurance has acquired Gnade Insurance Group Inc.
MarshBerry served as the financial advisor to Evertree InsuranceDecember 2022
Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency
MarshBerry served as the financial advisor to Mahowald Insurance AgencyDecember 2022 Acquisition
Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLCDecember 2022 Acquisition
World Insurance Associates, LLC has acquired Future Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLCDecember 2022 Acquisition
Hub International Limited has acquired Invensure Insurance Brokers
MarshBerry served as the financial advisor to Invensure Insurance BrokersNovember 2022
PCF Insurance Services has acquired Voluntary Benefits at Work
MarshBerry served as the financial advisor to PCF Insurance ServicesNovember 2022 Acquisition
Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC
MarshBerry served as the financial advisor to Hilb Group, LLCNovember 2022 Acquisition
Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity InsuranceNovember 2022
ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc.
MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.November 2022 Acquisition
Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey
MarshBerry served as the financial advisor to the SellerNovember 2022 Acquisition
Alliant Insurance Services, Inc has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity AssociatesNovember 2022
Specialty Program Group has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions