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MarshBerry’s Today’s ViewPoint

NEWS & VIEWS ON THE INSURANCE BROKERAGE & WEALTH ADVISORY INDUSTRIES 

MarshBerry is dedicated to helping firms Learn, Improve and Realize their fullest potential. Today’s ViewPoint is offered to help you navigate the complexities of advancing your firm at every stage of ownership.

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June 1, 2023

PERPETUATION PLANNING: UNVEiLING THE AVAILABLE ROUTES

by Kyle Hoeft
Control your own destiny by choosing a perpetuation strategy that helps build a stronger company, one with greater value, and potential ownership opportunities for its employees.  
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May 31, 2023

WANT TO PRODUCE MORE BUSINESS? STOP TALKING ABOUT YOURSELF.

by Eric Kuhen
Your producers go on endless sales calls to share products and promote your agency. The problem is – the client has heard a similar pitch from multiple other agencies. How can you stand out from the crowd?   
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May 25, 2023

BEST PRACTICES FOR PERPETUATING YOUR WEALTH ADVISORY FIRM

by Kim Kovalski
The wealth advisory world is reaching crisis mode as advisors age out of the industry and into retirement. How can firm owners better prepare for the inevitable with a perpetuation plan that fits their specific scenario? 
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May 19, 2023

RIA FIRMS’ EARNINGS REMAIN RESILIENT IN Q1 2023

by Kim Kovalski
Top wealth management firms displayed cautious optimism and continued confidence in the industry with increased revenue and strong M&A activity in Q1 2023 earnings calls. 
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May 17, 2023

DEALS FOR RETIREMENT AND WEALTH ADVISORY FIRMS CONTINUE AT A STEADY PACE

by John Orsini
With 20 or more announced transactions each month, 2023 is showing a trend of consistency for M&A activity and interest in retirement and wealth advisory firms. 
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May 12, 2023

INSURANCE BROKERS’ Q1 2023 RESULTS ARE STABLE AMIDST VOLATILE ECONOMIC ENVIRONMENT

by MarshBerry
Insurance brokers reported overall positive earnings results for Q1 2023, which were attributed to a combination of improving new business, strong retention, and continued insurance rate increases.
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May 11, 2023

IMPROVE YOUR RECRUITING GAME THROUGH BETTER SOCIAL MEDIA BRANDING

by Bryan Lake
Taking cues from today’s youth on building relationships and community networks, companies need to take their employer branding and recruiting to the next level with a fresh social media approach. 
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May 9, 2023

COMPANY CULTURE IS NO LONGER OPTIONAL

by Brooke Lugonjic
Organic growth and company culture are two things you cannot separate. Without the culture to support it, strategies for growth will not succeed. Identifying and evolving your culture could be the solution to many of your problems.  
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May 4, 2023

MINIMUM ACCOUNT THRESHOLDS: A WIN FOR PRODUCERS & BROKERAGES

by Brandon Hardesty
Establishing minimum account thresholds not only increases producer accountability but also promotes growth for brokerages. But this advantage does not come easy. You must have the right environment, the right people and the right threshold to reap the benefits.  
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May 2, 2023

SPRING CONNECT SUMMIT RECAP: EMBRACING CHANGE

by Brooke Lugonjic
Focusing on the changes firms face, MarshBerry’s Spring Connect Summit offered member agencies and brokerages dedicated time to discuss growth initiatives, review key benchmarks, and network with executive peers.
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April 26, 2023

ESG: TOO COSTLY TO IGNORE

by Brandy Carbone
For the insurance industry – Environmental, Social and Governance (ESG) associated risks represent a new frontier of challenges to identify. If addressed promptly, there are countless opportunities to transform those risks into opportunities for growth. If ignored, there could be significant consequences for your firm.  
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April 25, 2023

INSURANCE CAREERS – AMERICA’S BEST KEPT SECRET?

by Diane Wagner
How do you position the insurance industry as a career? While there are many misconceptions about working in insurance, it’s actually a very noble and valuable career, benefiting agents, the insured, and our communities. Here’s why.  
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April 25, 2023

HOW DOES VALUE SUBJECTIVITY IMPACT YOUR FIRM?

by Courtney Ferrara
Valuing your business is highly important, but valuations can also be very subjective. Who you hire to value your firm can mean the difference between an accurate assessment that accounts for the business’s unique qualities vs. one that potentially undervalues your asset. 
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April 20, 2023

A TREND OF CONSISTENCY IN Q1 FUELS WEALTH ADVISORY M&A OPTIMISM

by John Orsini
Banking failures and renewed recessionary chatter didn’t dampen M&A activity in the wealth advisory space as Q1 2023 announced transactions matches 2022’s momentum.  
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April 18, 2023

THE IMPORTANT ROLE OF DUE DILIGENCE IN M&A DEALS

by Jennifer Martin, CPA, CFE
Most buyers recognize that due diligence is an important step in the M&A process. But for many sellers, it’s a new experience and due diligence may feel more like an unnecessary scrutinization of their business. In any partnership it is not a matter of “if” issues will arise but rather “when” they will arise. 
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April 13, 2023

HOW WILL THE FED’S AGENDA IMPACT VALUATIONS FOR INSURANCE BROKERS?

by Ryan Barton
The Fed’s interest rate hikes are raising concerns around the rising cost of capital, which could impact the valuations of insurance brokerages. But valuations may remain robust for multiple reasons.
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April 12, 2023

A RECESSION LIKE NO OTHER: IS THE IMPENDING RECESSION JUST A SHEEP IN WOLF’S CLOTHING?

by Eric Hallinan
Most economists and business leaders believe a recession is imminent. But what does that really mean? How will this recession compare to past recessions? And what will it mean for the insurance industry?
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April 11, 2023

M&A ACTIVITY FOR INSURANCE DISTRIBUTION CONTINUES ROLLING AFTER A STRONG Q1

by Phil Trem
Don’t look now, but we are a quarter of the way through 2023 and signs of an economic slowdown remains elusive. Whenever it finally does arrive, the insurance brokerage M&A space will make the proper adjustments to stay consistently strong. 
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April 4, 2023

IN THIS HARD MARKET – ARE YOUR PRODUCERS DRIVING ENOUGH NEW BUSINESS TO REMAIN COMPETITIVE?

by Eric Kuhen & Gabrielle Iacona
For an insurance firm to grow during a hard market your producers need better strategies for driving new business – especially as productivity benchmarks have increased. So how can you boost producer productivity? What are the most effective tools to measure their progress and success? 
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March 30, 2023

GROW YOUR WEALTH ADVISORY FIRM BY GROWING & DEVELOPING YOUR ADVISORS

by Kelly Mills
In the wealth advisory space everyone’s talking about the challenges of recruiting advisors. But understanding how to grow, develop and retain your current advisors may be more important.
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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
April 2023 Leonard Green & Partners, L.P. Hub International Limited iCap

Leonard Green & Partners, L.P. has invested in Hub International Limited

MarshBerry served as the business advisor to Hub International Limited

 April 2023 Inszone Insurance Services Corbett & Associates Insurance Agency, Inc 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 Hub International Limited The Wooditch Company Acquisition

Hub International Limited has acquired The Wooditch Company

MarshBerry served as the financial advisor to Hub International Limited

 April 2023 Inszone Insurance Services, Inc. Champions Insurance Group Acquisition

Inszone Insurance Services, Inc. has acquired Champions Insurance Group

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

 April 2023 Alera Group, Inc. iPros Insurance Professionals Acquisition

Alera Group, Inc. has acquired iPros Insurance Professionals

MarshBerry served as the financial advisor to Alera Group, Inc.

 April 2023 Arch Insurance Group Thimble Insurance Acquisition

Arch Insurance Group has acquired Thimble Insurance

MarshBerry served as the financial advisor to Arch Insurance Group

 April 2023 Rising Medical Solutions Preferred Disabilities Management, LLC Acquisition

Rising Medical Solutions has acquired Preferred Disability Management, LLC

MarshBerry served as the financial advisor to Preferred Disability Management, LLC

 April 2023 Warburg Pincus, LLC K2 Insurance Services Acquisition

Warburg Pincus, LLC has invested in K2 Insurance Services

MarshBerry served as the financial advisor to Warburg Pincus, LLC

 April 2023 Hub International Limited Hobson Insurance Acquisition

Hub International Limited has acquired Hobson Insurance

MarshBerry served as the financial advisor to Hobson Insurance

 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