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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. 

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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...
May 30, 2025

Market Positioning & Specialization

by James Graham
This video introduces the first part of MarshBerry’s three part “Pathways to Increasing Equity Value” webinar...
March 26, 2025

2024 M&A Marketplace Update: Specialty Distribution Firms

by Pete Kampf
A stark difference in M&A trends emerged for specialty firms in 2024, with the total volume of transactions decreasing...
February 3, 2025

2024 Update: Transactions of Specialty Firms Plummet While Valuation Soars

by George Bucur
After transactions in the U.S. related to the delegated authority and wholesale broker (collectively “specialty”)...
December 17, 2024

Value Maximization Series: Firm Size & Underwriting Results

by George Bucur
The fifth episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
December 6, 2024

Take Control of Your Business’s Future—Start Planning Today

by James Graham
Proactive planning is the key to shaping the future of your business. Without it, you risk losing value over time, as...
December 5, 2024

Understanding Business Value: Unpacking the Numbers

by James Graham
Business value goes beyond just financial metrics, focusing on the underlying story that influences a company’s worth. By...
December 5, 2024

The Downstream Momentum of Value: Nvidia vs. Intel

by James Graham
The relationship between value and culture creates a powerful momentum for growth, as seen in the contrast between Nvidia...
December 5, 2024

The Real Value in Valuation Understanding the Drivers Behind the Equation

by James Graham
If you’re a business owner, you’re probably well aware that understanding the value of your business is critical to...
December 5, 2024

Value Your business and Chart the Course for the Future

by James Graham
Most business owners don’t fully understand the value of their company or the factors driving that valuation. This...
December 5, 2024

Value Maximization Series: Business Concentrations

by George Bucur
The fourth episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
November 15, 2024

Value Maximization Series: Management & Leadership

by George Bucur
The third episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
November 11, 2024

Value Maximization Series: Systems & Processes

by George Bucur
The second episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
November 8, 2024

How Specialization Elevates Producers from Generalists to Trusted Advisors

by Brandon Hardesty
Experienced producers recognize their true value lies in understanding and addressing industry-specific challenges, becoming...
October 28, 2024

Value Maximization Series: Growth

by George Bucur
The first episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
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Recent Transactions

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July 2025 Risman Insurance Agency, Inc. Bank of Montreal

Risman Insurance Agency, Inc. has successfully raised an undisclosed amount of Debt Capital from Bank of Montreal

MarshBerry served as the financial advisor to Risman Insurance Agency, Inc.†

 July 2025 Afore Insurance Services, LLC TailoredRisk Insurance Advisors, LLC Acquisition Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC

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

 June 2025 King Risk Partners, LLC Nobles Insurance Agency, Inc. Acquisition King Risk Partners, LLC has acquired Nobles Insurance Agency, Inc.

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

 June 2025 HUB International Limited Wycoff Insurance Agency, Inc. Acquisition HUB International Limited has acquired Wycoff Insurance Agency, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 June 2025 HUB International Limited Fenner & Esler Agency Acquisition HUB International Limited has acquired Fenner & Esler Agency

MarshBerry served as the financial advisor to Fenner & Esler Agency†

 May 2025 Cerity Partners LLC ERn-CD Arizona, LLC dba Canopy Wealth Management Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management

MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†

 May 2025 Inszone Insurance Services, LLC LJ Insurance, Inc. Acquisition Inszone Insurance Services, LLC has acquired LJ Insurance, Inc.

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

 May 2025 HUB International Limited Guru of Insurance Acquisition HUB International Limited has acquired Guru of Insurance

MarshBerry served as the financial advisor to HUB International Limited

 April 2025 The Hilb Group, LLC a Maine-Based Business Acquisition The Hilb Group, LLC has acquired a Maine-Based Business

MarshBerry served as the financial advisor to the Seller†

 April 2025 World Insurance Associates, LLC Abacus Insurance & Financial Services, LLC Acquisition World Insurance Associates, LLC has acquired Abacus Insurance & Financial Services, LLC

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

 April 2025 Arthur J. Gallagher & Co. Imbs Holdings, Inc. Acquisition Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025 Keystone Agency Partners Thomas-Fenner-Woods Agency, Inc. Acquisition Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc.

MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†

 April 2025 Choice Financial Group, LLC Corporate Risk Solutions, Inc. Acquisition Choice Financial Group, LLC has acquired Corporate Risk Solutions, Inc.

MarshBerry served as the financial advisor to Choice Financial Group, LLC

 April 2025 HUB International Limited Henriott Group, Inc. Acquisition HUB International Limited has acquired Henriott Group, Inc.

MarshBerry served as the financial advisor to Henriott Group, Inc.†

 March 2025 HUB International Limited Meyer & Rosenbaum, Inc. Acquisition HUB International Limited has acquired Meyer & Rosenbaum, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 HUB International Limited Employee Benefit Associates, Inc. Acquisition HUB International Limited has acquired Employee Benefit Associates, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 King Risk Partners, LLC a Kentucky-Based Business Acquisition King Risk Partners, LLC has acquired a Kentucky-Based Business

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

 March 2025 Sentinel Risk Advisors, LLC

MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC in securing debt financing

MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC†

 March 2025 King Risk Partners, LLC a Massachusetts-Based Business Acquisition King Risk Partners, LLC has acquired a Massachusetts-Based Business

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

 March 2025 Balance Partners, LLC Vanguard Specialty, LLC Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC

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