MarshBerry Connect
THE POWER OF PEER EXCHANGE.
Benchmark Performance. Share Resources. Drive Accountability.
MarshBerry Connect maximizes the power of a peer exchange network of businesses and advisors in the insurance industry.
Organic Growth
The Top 25% of MarshBerry Connect members generated 14.2% Organic Growth versus 5.9% generated by non-Connect members between 2012 – 2022.*
EBITDA Margin
The Top 25% of MarshBerry Connect members generated 28.9% EBITDA as a % of Net Revenue versus 14.8% generated by non-Connect members between 2012 – 2022.*
Membership
MarshBerry Connect membership is for brokers who believe in learning from the successes of leaders who have gone before them. The ability to test out a course of action through others’ experiences allows you to focus on what is most important: the strategies that have the greatest likelihood of success. Whether your goal is to double in size every five years or maximize profitability, you will meet Connect members who share the same objectives. Membership is by invitation only.
MEMBERSHIP BENEFITS Overview
BENCHMARK PERFORMANCE
- Customized reporting package that includes firms’ performance compared to peer-group and industry
- Account access via online portal for advanced data and data analysis
- Operational improvement assessments – survey tools to understand current state of employee engagement and sales culture
BUSINESS OPTIMIZATION RESOURCES
- Training and Educational webinars exclusively for members
- Templates, tools and handbooks for process improvements
- Discounts and access to MarshBerry thought leadership content and events
PEER NETWORKING & ACCOUNTABILITY
- Appointed to designated Executive Peer Group (SIG – Strategic Issues Group)
- Dedicated MarshBerry Strategy Consultant
- Quarterly performance calibration with SIG focused on organic growth action items
- Attendance at MarshBerry Connect Summits including formalized peer exchange sessions, state of the industry presentations, keynote addresses, and strategic thought leadership discussions.
Summit
Membership comes with a multitude of benefits and opportunities to network including executive forums. At these Summits members come together in their Strategic Issues Groups (SIGs) to share solutions and strategies that go beyond the surface and provide real-time actionable ideas. The summits are facilitated throughout the year by MarshBerry industry experts and are hosted at various locations throughout the U.S.
Check out highlights from our most recent Connect Summit.
Contact the Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.
Shelley Turk
Program Manager
Shelley joined MarshBerry in 2019 bringing over 10 years of event and program enhancement experience. Shelley’s role is to enhance MarshBerry’s executive peer exchange membership –
Connect. Her efforts include education on program benefits such as access to MarshBerry’s proprietary data benchmarking services, industry-leading data, and organic and inorganic growth services. Shelley’s passion to motivate others, inspire change, and impact the growth of organizations is integral to this role and is the common thread weaving through her career.
In 2008, Shelley entered the event space working for Automotive Events, a turn-key event solution firm. During her time there, Shelley led teams in the development of product launches, sales training, and marketing events for clients like Hyundai, Subaru, Jaguar Land Rover, BMW, MINI, and Toyota.
Shelley has held roles in marketing and social media capacities for restaurants, nightclubs, retailers, and nonprofits. From 2011-2017, Shelley was the owner and operator for Stitched & Wired, a jewelry line sold in boutiques across Northeast Ohio and was featured in publications like Cleveland Magazine and The Plain Dealer. Shelley also served as Operations Director for Cuyahoga Collective, a regional retail company based in Lakewood, OH.
When Shelley is not engaging with clients and customers, she enjoys spending time with family, traveling with friends, and creating new recipes to share with others.
Chris Rochford
Vice President
Chris Rochford is a solution-oriented thought leader who helps clients improve the value of their business by achieving double-digit growth. As Vice President, Growth Advisory, Chris is responsible for new client development, product innovation, and value enhancement of Growth Advisory solutions.
Michael Harmon
Vice President
As Vice President - Connect Growth, MarshBerry’s executive peer exchange, Michael looks to leverage his 20 plus year career in insurance sales to build long-term trusting relationships with agency and brokerage partners.
Recent Acquisition Transactions
April 2023
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iCap
Leonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as the business advisor to Hub International Limited
April 2023
Acquisition
Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.
MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.
April 2023
Acquisition
Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
April 2023
Acquisition
Inszone Insurance Services, Inc. has acquired Champions Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
April 2023
Acquisition
Alera Group, Inc. has acquired iPros Insurance Professionals
MarshBerry served as the financial advisor to Alera Group, Inc.
April 2023
Acquisition
Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
April 2023
Acquisition
Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC
April 2023
Acquisition
Warburg Pincus, LLC has invested in K2 Insurance Services
MarshBerry served as the financial advisor to Warburg Pincus, LLC
April 2023
Acquisition
Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
March 2023
Acquisition
Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry International served as the financial advisor to Krabbe Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry International served as the financial advisor to De Croes Adviesgroep
March 2023
Acquisition
Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired Holtkamp Assurantien
MarshBerry International served as the financial advisor to Holtkamp Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired Asbroek Adviesgroep
MarshBerry International served as the financial advisor to Asbroek Adviesgroep
March 2023
Acquisition
Gilde Equity Management has acquired De Bedrijfsverzekeraar
MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar
March 2023
Acquisition
Gilde Equity Management has aquired Baartman Assurantien
MarshBerry International served as the financial advisor to Baartman Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired Scharenborg Beltrum
MarshBerry International served as the financial advisor to Scharenborg Beltrum
March 2023
Acquisition
Gilde Equity Management has acquired Kok Advies
MarshBerry International served as the financial advisor to Kok Advies
March 2023
Acquisition
Gilde Equity Management has acquired Baksteen & Pul
MarshBerry International served as the financial advisor to Baksteen & Pul
March 2023
Acquisition
Gilde Equity Management has acquired Dommerholt & Ten Brinke
MarshBerry International served as the financial advisor to Dommerholt & Ten Brinke
