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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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April 14, 2020

The Case Against A V-shaped” Recovery”

by Gerard Vecchio
Economic Recovery All of us would like to hope for a rapid return to normalcy once the economy is reopened by the government. We keep hearing that economic activity will
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April 13, 2020

What’s Happening On Capitol Hill

by Phil Trem
An interview with Joel Wood, SVP – CIAB Phil Trem, President – Financial Advisory, interviews Joel Wood, Senior Vice President – Government Affairs, Council of Insurance Agents
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April 10, 2020

Updated Q1 2020 Deal Count

by Phil Trem
1Q20 Buyer Activity The great thing about a daily blog is that you have the forum to provide updates and corrections quickly. Yesterday, the published report contained an error for
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April 9, 2020

Strong Start To The Year Dampened By Global Pandemic

by Phil Trem
1Q20 M&A Trends What a change in the insurance distribution Merger & Acquisition (“M&A”) space in only a few weeks. 1Q20 began as a hot first quarter but quickly cooled.
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April 8, 2020

What is a BDT and Why You Need One?

by Gerard Vecchio
Optimizing Your Sales Process This week MarshBerry has offered perspectives on how to evolve selling in a virtual world and the importance of differentiating your value to build a sustainable
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April 7, 2020

Brand Building Through Differentiation

by John Wepler
In a Time of Crisis: Be the Architect and Deliver on Your Value Proposition When one thinks about organizations that have built a sustainable brand image in the marketplace, companies
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April 6, 2020

Evolving Your Selling During COVID-19

by Phil Trem
Producers have numerous challenges writing new business: time restraints, gatekeepers, incumbent brokers, unmotivated prospects, etc. Add in a global pandemic, remote workforces, and communication
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April 3, 2020

The Good, The Bad & The Ugly: Part 5 – Carriers & Risk

by Gerard Vecchio
An interview with David Paul, Principal at ALIRT Insurance Research Gerard Vecchio, Senior Vice President, wraps up our “The Good, the Bad & the Ugly” series by interviewing David
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April 2, 2020

Contingency Plans for COVID-19 Insurance Delays: The Good, the Bad & the Ugly (Part 4)

by John Wepler
John Wepler brings to light the most disturbing aspects of insurance brokerage — the Ugly Denial of Reality. This week, MarshBerry’s Today’s Viewpoint explored The Good, the Bad, and the
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April 1, 2020

The Good, The Bad & The Ugly: Part 3 – Taming The Ugly

by MarshBerry
John Wepler brings to light the most disturbing aspects of insurance brokerage — the Ugly Denial of Reality. This week, we have discussed the positive attributes of the insurance distribution
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March 31, 2020

The Good, The Bad & The Ugly: Part 2 – Pandemic Risks to Insurance Brokerage Firms

by Gerard Vecchio
Yesterday, we offered the perspective of insurance brokerage industry resiliency. Today is a look at “What’s the Downside?” Insurance distribution is a great business. But it is likely most
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March 30, 2020

The Good, The Bad & The Ugly: Part 1 – Insurance Brokerage Industry Resiliency

by Gerard Vecchio
The Good: The Position of Insurance Brokers in a Resilient Industry This week, MarshBerry introduces a series of perspectives on The Good, the Bad & the Ugly of the current
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March 25, 2020

The Debt Market – A Moving Target for Insurance Firms

by Gerard Vecchio
In the past three weeks, the equity markets have been down a lot, then up a little, then down some more. Interest rates have fallen to near zero (and may
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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