Market Intelligence

To The Point

Industry Insights and Trends for the Specialty Insurance Industry

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

March 16, 2023

Evolving Dynamics in Specialty Distribution: Organic Growth Trends

by George Bucur
George Bucur, MarshBerry Managing Director and Specialty Practice Co-Lead focuses on the growth of the specialty distribution marketplace, what large brokers are doing to grow, and asks “What can independent MGAs do to compete?”
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February 22, 2023

A Market in Transition – Carriers Seeking Acceptable Underwriting Profits

by George Bucur
George Bucur, MarshBerry Managing Director and Specialty Practice Co-Head reflects on MarshBerry’s very successful 2023 Peak Performance Summit, which just wrapped up in Park City, UT. George highlights the dynamic trends impacting the specialty distribution marketplace, details the existing insurance pricing rate environment and why the market is in the midst of a protracted cycle. Further, he provides insights into how long this environment might continue.
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January 26, 2023

2022 M&A in Review: Specialty Firms Bucking the Trend

by George Bucur
George Bucur, MarshBerry Managing Director and Specialty Practice Co-Lead, breaks down the headlines and digs into the details of 2022 M&A activity and valuations. Hear insights into how specialty firms managed to increase transaction activity in 2022 when compared to 2021, while the number of retail broker transactions materially decreased. Watch this 3-minute video to learn more on how specialty remains in focus by buyers.
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October 5, 2022

Delegated Authority Market Dynamics: An Exclusive Discussion with Joel Cavaness, President of Risk Placement Services

by George Bucur
Join George Bucur, Managing Director, and Joel Cavaness, President, Risk Placement Services, as they discuss how large specialty consolidators are managing premium volume, and messaging from carriers, in today’s market environment.
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September 19, 2022

Carrier Affiliated MGAs are Going Independent

by George Bucur
Listen to George Bucur, Managing Director and Specialty Practice Co-Head, explain the market drivers around the growth in premium valuations of independent brokers. Because underwriters have unique capabilities that are desirable by independent brokers, recruiting underwriters away from carriers has become a strategic growth move for independent brokers. This is advantageous because premium valuations are placed on delegated authority and other specialty firms that are independent from risk takers.
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August 3, 2022

Specialty Distribution Markets: Mid-Year Update of M&A Activity and Valuations

by George Bucur
How is the current M&A Activity impacting your organization?
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June 20, 2022

Matt Sackett, of DOXA Insurance, Talks About Their Founding and Growth

by George Bucur
Are you interested in learning more about how to grow your business? In this video, you will hear directly from DOXA Insurance Holdings, LLC (DOXA) about their growth. Since launching six years ago, DOXA has seen significant growth through both organic and inorganic means. Join us for an interview with Matt Sackett, CEO of DOXA, as he shares insight into how DOXA was founded, as well as the attributes that the firm looks for when exploring potential partners.
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June 13, 2022

Dynamic Changes in the Specialty Market

by George Bucur
The specialty sector (specifically E&S wholesale brokers) has largely been the beneficiary of a raising rate environment. George Bucur, Financial Advisory Director and Co-Head of the Specialty Practice, talks about the current rate environment and addresses the question – How may brokerages fare when rates return to historic norms given the mass consolidation that has impacted this sector?
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April 21, 2022

Industry Implications of the DUAE Assessment

by George Bucur
As MarshBerry continues to track trends across the industry, the DUAE Assessment launched by AM Best in 2021 continues to stand out as an initiative with long-term implications.
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March 22, 2022

An Exclusive Conversation With One80 Intermediaries

by George Bucur
Join us for an interview with Matthew Power, President of One80 Intermediaries, as he talks through his unique industry background and the growth of One80 along with the critical factors that the firm looks for when investing in partners. 
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February 23, 2022

Dynamic Changes in the Specialty M&A Sector

by George Bucur
Coming off the heels of an active 2021, changes throughout the industry continue to impact specialty firms on a number of fronts. 
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December 29, 2021

An Exclusive Conversation with Specialty Program Group

by George Bucur
Join MarshBerry for an exclusive interview with Chris Treanor, President & CEO of Specialty Program Group on the attributes that drive value, finding the right partner in a changing industry and the importance of technology.
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October 29, 2021

MarshBerry Peak Performance Summit

by George Bucur
MarshBerry’s Peak Performance Summit is the preeminent event for specialty distributors and markets in the insurance space. Designed to bring specialty insurance market leaders together, this
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September 20, 2021

Specialty M&A Market Continues to Thrive

by George Bucur
Specialty premium as a percentage of the overall P&C market has grown 44% over the last 10 years.* With multiple factors driving the fast-paced growth, valuations are continuing to hold strong as demand for consolidation remains through 2021.
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August 24, 2021

A Conversation with Socius Insurance

by George Bucur
MarshBerry Director George Bucur focuses on serving specialty firms and provides perspective on many factors influencing transaction activity, deal structure, valuations and the overall marketplace.
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August 19, 2021

Delegated Underwriting Authority Enterprise Assessment: A Solution Looking for a Problem?

by George Bucur
MarshBerry Director George Bucur focuses on serving specialty firms and provides perspective on many factors influencing transaction activity, deal structure, valuations and the overall marketplace. In this edition, George covers the pros and cons of the new A.M. Best rating and how it may impact firms in the Specialty Distribution marketplace. Does it provide additional insight for carriers? Or does it create barriers of entry for Delegated Authority firms?
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June 17, 2021

A Conversation with Integrated Specialty Coverages

by George Bucur
MarshBerry Director, George Bucur, focuses on serving specialty firms and provides perspective on many factors influencing transaction activity, deal structure, valuations and the overall marketplace.
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May 20, 2021

Implications of an Active M&A Market

by George Bucur
MarshBerry Director George Bucur focuses on serving specialty firms and provides perspective on many factors influencing transaction activity, deal structure, valuations and the overall marketplace. This month, George highlights a number of high-profile M&A transactions in the specialty distribution space and how the rapidly changing market may impact your firm.
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March 15, 2021

Premium Growth by Specialty Firms Continues to Exceed that of Retail Brokers

by George Bucur
MarshBerry Director, George Bucur, focuses on serving specialty firms and provides perspective on many factors influencing transaction activity, deal structure, valuations and the overall marketplace. This month, George gives an overview of the E&S and program segments while highlighting how premium growth by specialty distributors translates to a preference from buyers in today’s red hot M&A environment.
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January 20, 2021

2020 Specialty M&A Year In Review

by George Bucur
MarshBerry Director, George Bucur, focuses on serving specialty firms and provides perspective on many factors influencing transaction activity, deal structure and valuations. 2020 was a resilient year in the specialty distribution M&A space. Even with a turbulent first half, the total number of deals recorded surpassed 2019 totals with new buyers entering the market.
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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
March 2023 Gilde Equity Management Krabbe Assurantien Acquisition

Gilde Equity Management has acquired Krabbe Assurantien

MarshBerry International served as the financial advisor to Krabbe Assurantien

 March 2023 Gilde Equity Management De Croes Adviesgroep Acquisition

Gilde Equity Management has acquired De Croes Adviesgroep

MarshBerry International served as the financial advisor to De Croes Adviesgroep

 March 2023 Gilde Equity Management Velthuis Assurantien Acquisition

Gilde Equity Management has acquired Velthuis Assurantien 

MarshBerry International served as the financial advisor to Velthuis Assurantien

 March 2023 Gilde Equity Management Holtkamp Assurantien Acquisition

Gilde Equity Management has acquired Holtkamp Assurantien 

MarshBerry International served as the financial advisor to Holtkamp Assurantien

 March 2023 Gilde Equity Management Asbroek Adviesgroep Acquisition

Gilde Equity Management has acquired Asbroek Adviesgroep

MarshBerry International served as the financial advisor to Asbroek Adviesgroep

 March 2023 Gilde Equity Management De Bedrijfsverzekeraar Acquisition

Gilde Equity Management has acquired De Bedrijfsverzekeraar

MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar

 March 2023 Gilde Equity Management Baartman Assurantien Acquisition

Gilde Equity Management has aquired Baartman Assurantien 

MarshBerry International served as the financial advisor to Baartman Assurantien

 March 2023 Gilde Equity Management Scharenborg Beltrum Acquisition

Gilde Equity Management has acquired Scharenborg Beltrum

MarshBerry International served as the financial advisor to Scharenborg Beltrum

 March 2023 Gilde Equity Management Kok Advies Acquisition

Gilde Equity Management has acquired Kok Advies

MarshBerry International served as the financial advisor to Kok Advies

 March 2023 Gilde Equity Management Baksteen & Pul Acquisition

Gilde Equity Management has acquired Baksteen & Pul

MarshBerry International served as the financial advisor to Baksteen & Pul

 March 2023 Gilde Equity Management Dommerholt & Ten Brinke Acquisition

Gilde Equity Management has acquired Dommerholt & Ten Brinke

MarshBerry International served as the financial advisor to Dommerholt & Ten Brinke

 March 2023 Gilde Equity Management Steentjes Makelaars Acquisition

Gilde Equity Management has acquired Steentjes Makelaars

MarshBerry International served as the financial advisor to Steentjes Makelaars

 March 2023 Gilde Equity Management Boks Beijer Wij Verzekeren Acquisition

Gilde Equity Management has acquired Boks Beijer Wij Verzekeren

MarshBerry International served as the financial advisor to Boks Beijer Wij Verzekeren

 March 2023 Gilde Equity Management Deterink Financiele Diensten Acquisition

Gilde Equity Management has acquired Deterink Financiele Diensten 

MarshBerry International served as the financial advisor to Deterink Financiele Dienten

 March 2023 Gilde Equity Management Koopman Assurantien Acquisition

Gilde Equity Management has acquired Koopman Assurantien 

MarshBerry International served as the financial advisor to Koopman Assurantien

 March 2023 Gilde Equity Management Berends & Slump Acquisition

Gilde Equity Management has acquired Berends & Slump

MarshBerry International served as the financial advisor to Berend & Slump

 March 2023 Gilde Equity Management Licent Assuradeuren Acquisition

Gilde Equity Management has acquired Licent Assuradeuren 

MarshBerry International served as the financial advisor to Licent Assuradeuren

 January 2023 Quintes Weitenberg Acquisition

Quintes has acquired Weitenberg

MarshBerry International served as the financial advisor to Weitenberg

 January 2023 Evertree Insurance Group Provision Insurance Group Acquisition

Evertree Insurance Group has acquired Provision Insurance Group

MarshBerry served as the financial advisor to Evertree Insurance Group

 January 2023 Arthur J. Gallagher & Co. John C. Breckenridge Insurance Solutions, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Solutions, Inc. 

MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.