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Insights & 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. 

August 2, 2023

Mid-Year Update on Specialty M&A Transactions and Valuations

by George Bucur
George Bucur, MarshBerry Managing Director and Specialty Practice Co-Lead with a mid-year update on specialty M&A transactions and valuations.
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June 29, 2023

Pros, Cons, and Challenges of an Internal Perpetuation Plan, Part 2

by George Bucur
George Bucur, MarshBerry Managing Director and Specialty Practice Co-Lead takes a deeper dive into the pros, cons, and challenges of an internal perpetuation plan.
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June 22, 2023

Is an Internal Perpetuation Plan Part of Your Strategy? Part 1

by George Bucur
George Bucur, MarshBerry Managing Director and Specialty Practice Co-Lead explores internal perpetuation and the high-level factors you should consider when determining ownership perpetuation options.
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May 23, 2023

A DISCUSSION ON THE DEBT MARKET WITH MAX SAFFIAN FROM FORTRESS INVESTMENT GROUP, PART 2

by George Bucur
The second part of the discussion between George Bucur and Max Saffian, from Fortress Investment Group, discussing the impact of the debt market on the insurance industry. In this interview, they
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May 17, 2023

A Discussion on the Debt Market with Max Saffian from Fortress Investment Group, Part I

by George Bucur
Join George Bucur and Max Saffian, Managing Director and Partner at Fortress Investment Group, as they discuss the impact of the changing debt market on the insurance distribution segment. The debt
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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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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
September 2023 One80 Intermediaries, LLC Euclid Enviant, LLC Acquisition

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC 

MarshBerry served as the financial advisor to Euclid Insurance Services

 Toggle Transaction Details September 2023

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC 

MarshBerry served as the financial advisor to Euclid Insurance Services

 One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services # of Employees: 120 Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services September 2023 Simplicity Group Hancock Brokerage Acquisition

Simplicity Group has acquired Hancock Brokerage

MarshBerry served as the financial advisor to Hancock Brokerage

 Toggle Transaction Details 09/07/23

Simplicity Group has acquired Hancock Brokerage

MarshBerry served as the financial advisor to Hancock Brokerage

 Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage August 2023 Marsh & McLennan Agency, LLC The Graham Company Acquisition

Marsh & McLennan Agency, LLC has acquired The Graham Company 

MarshBerry served as the financial advisor to The Graham Company

 July 2023 Evertree Insurance Group The Banks Agency, Inc. Acquisition

Evertree Insurance Group has acquired The Banks Agency, Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

 July 2023 C3 Risk & Insurance Services Private Management Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Private Management Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

 July 2023 C3 Risk & Insurance Services Clark Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Clark Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

 July 2023 Evertree Insurance Group Alliance Insurance Services Acquisition

Evertree Insurance Group has acquired Alliance Insurance Services 

MarshBerry served as the financial advisor to Evertree Insurance Group

 July 2023 Evertree Insurance Group 1st American Insurance Acquisition

Evertree Insurance Group has acquired 1st American Insurance

MarshBerry served as the financial advisor to Evertree Insurance Group

 July 2023 Evertree Insurance Group Alex Johnson Insurance Agency Inc. Acquisition

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

 July 2023 Alkeme Insurance Milestone Company Acquisition

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

 July 2023 Evertree Insurance Group State of Art Insurance Agency Acquisition

Evertree Insurance Group has acquired State of Art Insurance Agency

MarshBerry served as the financial advisor to Evertree Insurance Group

 June 2023 RSC Insurance Brokerage, Inc. First Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has acquired First Insurance Group

MarshBerry served as the financial advisor to First Insurance Group

 June 2023 Novatae Risk Group Far East Insurance Marketing, Inc. Acquisition

Novatae Risk Group has acquired Far East Insurance Marketing, Inc.

MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.

 June 2023 RSC Insurance Brokerage, Inc. EbenConcepts Company Acquisition

RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company 

MarshBerry served as the financial advisor to EbenConcepts Company

 Toggle Transaction Details June 2023

RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company 

MarshBerry served as the financial advisor to EbenConcepts Company

 RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company  Buyer: RSC Insurance Brokerage, Inc. Seller: EbenConcepts Company  MarshBerry Advisory Role: MarshBerry served as the financial advisor to EbenConcepts Company June 2023 RSC Insurance Brokerage, Inc. Orchestrate HR, Inc. Acquisition

RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc 

MarshBerry served as the financial advisor to Orchestrate HR, Inc.

 Toggle Transaction Details June 2023

RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc 

MarshBerry served as the financial advisor to Orchestrate HR, Inc.

 RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Orchestrate HR, Inc. June 2023 King Insurance Partners Pavese-McCormick Agency, Inc. Acquisition

King Insurance Partners has acquired Pavese-McCormick Agency, Inc.

MarshBerry served as the financial advisor to King Insurance Partners

 June 2023 Hub International Limited Johnston Lewis Associates, Inc. Acquisition

Hub International Limited has acquired Johnston Lewis Associates, Inc.

MarshBerry served as the financial advisor to Hub International Limited

 June 2023 Hub International Limited Custom Results Corporate Consulting, LLC Acquisition

Hub International Limited has acquired Custom Results Corporate Consulting, LLC

MarshBerry served as the financial advisor to Hub International Limited

 June 2023 Hub International Limited Life and Health assets of Ibex Enterprises, Inc. Acquisition

Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc. 

MarshBerry served as the financial advisor to Hub International Limited

 June 2023 RSC Insurance Brokerage, Inc. Johnson Financial Group Acquisition

RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group

MarshBerry served as the financial advisor to Johnson Financial Group