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Industry Insights & Trends

MarshBerry’s To the Point video series provides timely insights from MarshBerry executives on industry trends. These quick videos highlight recent transactions, showcase industry thought leaders, and how your firm might be impacted by the rapidly changing market. 

Explore All To The Point Posts

December 22, 2025

Value Maximization: Post Transaction Support in MarshBerry’s M&A Process

by George Bucur
This is the seventh and final episode of a multi-part series on MarshBerry’s proprietary M&A and capital raise...
November 25, 2025

Incentivizing Talent While Keeping Ownership

by James Graham
Let’s discuss one of the biggest challenges in insurance brokerage today: the battle for top talent. Many owners feel...
November 17, 2025

Debt or Equity? The Capital Structure Dilemma

by James Graham
If you’re growing your insurance brokerage, you’ve probably wrestled with this question: debt or equity...
November 12, 2025

Value Maximization: Buyers Due Diligence in MarshBerry’s M&A Process

by George Bucur
This is the sixth episode of a multi-part series on MarshBerry’s proprietary M&A and capital raise process. In this...
November 11, 2025

Want to Make Your Capital Work Harder?

by James Graham
Think short and long-term, and consider how scaling your business may influence how you deploy capital over a specific time...
November 5, 2025

From Solo to Scale

by James Graham
Ever notice how some insurance brokerages hit a growth ceiling while others keep scaling? Often, the difference isn’t...
October 27, 2025

Understanding Business Value

by James Graham
As a business owner, have you ever wondered if your capital structure is holding back your growth? In the insurance...
October 8, 2025

Management Meetings in MarshBerry’s M&A Process

by George Bucur
This is the fifth episode of a multi-part series on MarshBerry’s proprietary M&A and capital raise process. Continuing...
September 25, 2025

Teams that Grow With Business

by James Graham
Insurance brokerages operate in a human capital-intensive business, where, as we know, revenue is driven by talent. And, as...
September 16, 2025

Essential Roles to Scale Your Business

by James Graham
Every business’s team will look different, but the principle is the same: a strong human capital strategy and business...
September 6, 2025

Structure for Growth

by James Graham
Is your business set up to grow, or is your structure holding you back? Operational efficiency is more than just cutting...
September 4, 2025

Fueling Growth Efficiently

by James Graham
Operational efficiency is about doing what you do—better, faster and smarter. It’s not just about cutting costs; it’s...
September 3, 2025

Value Maximization: Strategic Alignment in MarshBerry’s M&A Process

by George Bucur
This is the fourth episode of a multi-part series on MarshBerry’s proprietary M&A and capital raise process. This...
August 1, 2025

Value Maximization: Marketing in MarshBerry’s M&A Process

by George Bucur
This is the third episode of a seven-part series on MarshBerry’s proprietary M&A and capital raise process. This...
July 9, 2025

Value Maximization: Laying the Foundation: Pre-Diligence in MarshBerry’s M&A Process

by George Bucur
This is the second episode of a seven-part series on MarshBerry’s proprietary M&A and capital raise process. This...
July 6, 2025

The Undercurrent of Business Sustainability

by James Graham
Ever wonder what truly fuels long-term success? Organic growth at every stage of your business! Organic growth generates...
June 26, 2025

Driving Organic Growth Through Human Capital Strategy

by James Graham
Forget market trends and economic forecasts. The untapped potential for explosive growth in your insurance business is...
June 18, 2025

The Pareto Principle at Play in Your Book of Business

by James Graham
The 80/20 rule, or Pareto Principle, asserts that 80% of results come from just 20% of efforts. In the context of the...
June 12, 2025

Valuation Maximization – MarshBerry’s Proprietary M&A and Capital Raise Process in Six Steps

by George Bucur
This is the first episode of a seven-part series on the M&A and capital raise process. These transactions are generally...
June 12, 2025

Unlocking Growth with Positioning and Specialization

by James Graham
Specialization can help you build stronger client relationships, moving you out of a transactional role and into the role of...
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Recent Transactions

Explore MarshBerry Transactions Explore Industry Transactions
January 2026 The Baldwin Group CAC Group Acquisition The Baldwin Group has acquired CAC Group

MarshBerry served as the financial advisor to The Baldwin Group†

 December 2025 IMA Financial Group, Inc. The Richards Group Acquisition IMA Financial Group, Inc. has acquired The Richards Group

MarshBerry served as the financial advisor to The Richards Group†

 December 2025 Mercer Global Advisors Inc. Long Run Wealth Advisors, LLC Acquisition Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC

MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†

 December 2025 NFP Property & Casualty Services, Inc. Hamilton Insurance Agency Acquisition NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency

MarshBerry served as the financial advisor to Hamilton Insurance Agency†

 December 2025 Mercer Global Advisors Inc. Glass Jacobson Wealth Advisors Acquisition Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors

MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†

 December 2025 Scali Insurance Group Cowell James Forge Insurance Group Acquisition Scali Insurance Group has acquired Cowell James Forge Insurance Group

MarshBerry served as the financial advisor to Cowell James Forge Insurance Group†

 December 2025 Marsh & McLennan Agency, LLC IC International Acquisition

Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Marsh & McLennan Agency, LLC Pyramid Insurance Centre Acquisition

Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Marsh & McLennan Agency, LLC. Atlas Insurance Agency Acquisition

Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 HUB International Limited a Manitoba, Canada-Based Business HUB International Limited has acquired a Manitoba, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 December 2025 Trucordia Insurance Services, LLC. Global Financial & Insurance Services, Inc. Acquisition Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 December 2025 The Hilb Group, LLC a Michigan-Based Business Acquisition The Hilb Group, LLC has acquired a Michigan-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 December 2025 EPIC Insurance Brokers & Consultants Sentry Insurance

EPIC Insurance Brokers & Consultants has acquired certain assets from Sentry Transportation

MarshBerry served as the advisor to EPIC Insurance Brokers & Consultants

 November 2025 Sunstar Insurance Group, LLC a Tennessee-Based Business Sunstar Insurance Group, LLC has acquired a Tennessee-Based Business

MarshBerry served as the financial advisor to the Seller†

 November 2025 Balance Partners, LLC Vilage & Company, LLC. and CURE Program Administrator, LLC Acquisition Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC

MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†

 November 2025 King Risk Partners, LLC Stuart Surles Insurance & Realty Acquisition King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty

MarshBerry served as the financial advisor to King Risk Partners, LLC

 November 2025 Trucordia Insurance Services, LLC. Breezy Seguros Acquisition Trucordia Insurance Services, LLC. has acquired Breezy Seguros

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 November 2025 Afore Insurance Services, LLC Salzberg Insurance Agency Acquisition Afore Insurance Services, LLC has acquired Salzberg Insurance Agency

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 November 2025 World Insurance Associates, LLC an Indiana-Based Business Acquisition World Insurance Associates, LLC has acquired an Indiana-Based Business

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 November 2025 Wright Flood, a wholly owned subsidiary of Brown & Brown Poulton Associates, LLC Acquisition Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC

MarshBerry served as the financial advisor to Poulton Associates, LLC†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital