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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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August 20, 2020

U.S. & Euro Market Forces Driving M&A

by Michel Schaft
Brokers are looking beyond the border with an eye on growth opportunities in Europe In 2019, the U.S. insurance market wrapped up another dynamic year with record merger and acquisition
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August 17, 2020

View On The International Marketplace

by Michel Schaft
Pulse survey results on the international insurance marketplace MarshBerry reached out to more than 100 international brokers in more than 100 countries to take their pulse on the marketplace.
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August 14, 2020

BRP Announces 2Q20 Earnings

by Kara Szafraniec
Highlights from the BRP earnings release and analyst call BRP Group, Inc. (“BRP”) reported earnings after the close of the market yesterday (August 13, 2020). As a reminder, BRP Group
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August 11, 2020

Insurance Firm Revenue Outlook Improves

by MarshBerry
Revenue Expectations are Markedly Improved To bring you meaningful insights into how insurance brokerage firms are responding to the business impact of COVID-19, MarshBerry recently conducted another
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August 10, 2020

Hiring Optimism & The Insurance Sector

by MarshBerry
Unemployment Drops & Hiring Optimistic in Insurance Industry The COVID-19 pandemic curtailed the longest economic expansion in U.S. history. Amidst a shaky reopening – could there be some signs
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August 5, 2020

Stimulus Expectations & The Upcoming Election

by Phil Trem
An interview with Joel Wood, Senior Vice President, Council of Insurance Agents & Brokers Phil Trem, President – Financial Advisory, MarshBerry, interviews Joel Wood, Senior Vice President,
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August 4, 2020

Technology & Its Impact On Insurance Disruption

by Gerard Vecchio
An interview with Greg Williams, Co-Founder, President & CEO – Acrisure Gerard Vecchio, Senior Vice President – MarshBerry, interviews Greg Williams, Co-Founder, President & CEO
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August 3, 2020

Insurance Brokers Outperform Major Indices

by Courtney Ferrara
Common Themes From Public Broker 2Q20 Earnings Over the last week, several public insurance brokers reported 2Q20 Earnings Per Share results and there were a number of common themes: Worst
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July 31, 2020

AON Announces 2Q20 Earnings

by Courtney Ferrara
Highlights from the AON earnings release and analyst call This morning, AON plc. (AON) reported 2Q20 earnings and had a conference call with investors. Highlights from the call are below:
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July 31, 2020

AJG Announces 2Q20 Earnings

by Courtney Ferrara
Highlights from the AJG earnings release and analyst call Arthur J. Gallagher & Co. (“AJG”) reported 2Q20 results and had a call with the investment community after the market closed
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July 30, 2020

WLTW Announces 2Q20 Earnings

by Gerard Vecchio
Highlights from the WLTW earnings release and analyst call Willis Towers Watson Public Limited (“WLTW”) reported adjusted diluted Earnings Per Share (EPS) of $1.80, beating the consensus estimate
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July 30, 2020

MMC Announces 2Q20 Earnings

by Courtney Ferrara
Highlights from the MMC earnings release and analyst call Marsh & McLennan Companies, Inc. (MMC) reported 2Q20 earnings this morning above analysts’ expectations on stronger margins. Management
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July 28, 2020

Brown & Brown, Inc. Announces 2Q20 Earnings

by Courtney Ferrara
Highlights from the BRO earnings release and analyst call Brown and Brown, Inc. (BRO) reported second quarter results this morning, the first of the public insurance brokers to do so.
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July 23, 2020

E&S Rate Changes Positive For The Specialty Distributors

by Gerard Vecchio
On July 22, 2020, fifteen U.S. Surplus Lines Stamping and Service Offices published their individual state totals for premium volume and items (i.e. policies) for the first half of 2020.
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July 16, 2020

You Only Get One Chance To Make A First Impression: Customer Experience Goals

by Keith Captain
Using technology to more effectively streamline operating efficiencies with customer experience goals.
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July 14, 2020

Pareto Principle & Your Firm’s Book Of Business

by Keith Captain
Using technology to more effectively streamline operating efficiencies
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July 13, 2020

Metric Monday: Small Business Units

by Eric Kuhen
Using technology to drive your SBU
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July 9, 2020

Specialty Insurance Distribution Pulse Survey Results

by Gerard Vecchio
The state of the M&A marketplace Over the past several weeks, MarshBerry has fielded a number of calls from clients inquiring as to whether merger & acquisition (“M&A”) deals are
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July 8, 2020

Q2 M&A Activity Update

by Courtney Ferrara
The state of the M&A marketplace If you’ve been keeping up with Today’s Viewpoint, you’ve probably read a number of our posts that mentioned Merger & Acquisition (“M&A”)
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July 6, 2020

Metric Monday: Pe Dry Powder

by Courtney Ferrara
The state of the M&A marketplace Over the hump. On the back nine. Turned a corner. All different ways to say we’ve officially crossed the midpoint of 2020 and we’re
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Recent Acquisition Transactions
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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