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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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September 1, 2020

How Much Longer Do You Want To Work?

by Chris Darst
With few exceptions, it seems like most clients truly enjoy being owners of an insurance firm. Some enjoy the entrepreneurial and strategic nature of owning a business. Many appreciate the
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August 27, 2020

Differing Dynamics Driving Debt Markets

by MarshBerry
Earlier this week, MarshBerry described how a robust high-yield bond market has been one of the keys to ensuring access to liquidity when commercial enterprises face a cash crunch. Despite the
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August 25, 2020

Fixed Income Markets Remain Open For Business

by MarshBerry
MarshBerry actively engages with insurance brokers and lenders regarding the availability of debt capital. This week, in Today’s ViewPoint, we’re focusing on comparing the debt markets today to
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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 (M&A)
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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 is the
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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 case
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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: Overall
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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. The company
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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. Aggregate
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July 16, 2020

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

by MarshBerry
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 MarshBerry
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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Recent Acquisition Transactions
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November 2023 Hub International Limited Franklin Financial Group, LLC Acquisition

HUB International Limited has acquired Franklin Financial Group, LLC

MarshBerry served as the financial advisor to Franklin Financial Group, LLC

 Toggle Transaction Details November 2023

HUB International Limited has acquired Franklin Financial Group, LLC

MarshBerry served as the financial advisor to Franklin Financial Group, LLC

 HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC # of Employees: 24 Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC October 2023 Arthur J. Gallagher & Co. Cadence Bank Acquisition

Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank

MarshBerry served as a financial advisor to Cadence Insurance, Inc.

 Toggle Transaction Details October 2023

Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank

MarshBerry served as a financial advisor to Cadence Insurance, Inc.

 Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank Buyer: Arthur J. Gallagher Co. Seller: Cadence Bank Closed Date: Q4 2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to Cadence Insurance, Inc. October 2023 RMS Insurance Brokerage, LLC Clancy & Clancy Brokerage LTD Acquisition

RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD

MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC

 Toggle Transaction Details October 2023

RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD

MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC

 RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD Buyer: RMS Insurance Brokerage, LLC Seller: Clancy & Clancy Brokerage LTD Closed Date: 10/16/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC October 2023 Hub International Limited Asset Protection Group, Inc. Acquisition

Hub International Limited has acquired Asset Protection Group, Inc.

MarshBerry served as the financial advisor to Asset Protection Group, Inc.

 Toggle Transaction Details October 2023

Hub International Limited has acquired Asset Protection Group, Inc.

MarshBerry served as the financial advisor to Asset Protection Group, Inc.

 Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA # of Employees: 50 Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc. About the Transaction: HUB INTERNATIONAL STRENGTHENS HEALTHCARE INSURANCE CAPABILITIES WITH ACQUISITION OF THE ASSETS OF ASSET PROTECTION, INC. IN VIRGINIA October 2023 Alera Group, Inc. Brio Benefit Consulting, Inc. Acquisition

Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.

MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.

 Toggle Transaction Details October 2023

Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.

MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.

 Alera Group, Inc. has acquired Brio Benefit Consulting, Inc. Buyer: Alera Group, Inc. Seller: Brio Benefit Consulting, Inc. Firm Type: Employee Benefits # of Employees: 40 Closed Date: 10/02/2023 Location: New York Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc. October 2023 Alera Group, Inc. Brio Financial Services, LLC Acquisition

Alera Group, Inc. has acquired Brio Financial Services, LLC

MarshBerry served as the financial advisor to Brio Financial Services, LLC

 Toggle Transaction Details October 2023

Alera Group, Inc. has acquired Brio Financial Services, LLC

MarshBerry served as the financial advisor to Brio Financial Services, LLC

 Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC September 2023 RSC Insurance Brokerage, Inc. Fairmount Benefits Acquisition

RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits

MarshBerry served as the financial advisor to Fairmount Benefits

 Toggle Transaction Details September 2023

RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits

MarshBerry served as the financial advisor to Fairmount Benefits

 RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits Buyer: RSC Insurance Brokerage, Inc. Seller: Fairmount Benefits Firm Type: Employee Benefits # of Employees: 10 Closed Date: 09/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Fairmount Benefits September 2023 Leonard Green & Partners, L.P. Hub International Limited iCap

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

MarshBerry served as a transaction advisor to Hub International Limited

 Toggle Transaction Details September 2023

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

MarshBerry served as a transaction advisor to Hub International Limited

 Leonard Green & Partners, L.P. Hub International Limited September 2023 Buyer: Leonard Green & Partners, L.P. Seller: Hub International Limited Closed Date: September 14, 2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as a transaction advisor to Hub International Limited 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 September 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

 September 2023 The Hilb Group, LLC Quality Plus Insurance Acquisition

The Hilb Group, LLC has acquired Quality Plus Insurance 

MarshBerry served as the financial advisor to The Hilb Group, LLC

 Toggle Transaction Details September 2023

The Hilb Group, LLC has acquired Quality Plus Insurance 

MarshBerry served as the financial advisor to The Hilb Group, LLC

 The Hilb Group, LLC has acquired Quality Plus Insurance  Buyer: The Hilb Group, LLC Seller: Quality Plus Insurance  # of Employees: 25 Location: Louisiana Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC 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

 Toggle Transaction Details August 2023

Marsh & McLennan Agency, LLC has acquired The Graham Company 

MarshBerry served as the financial advisor to The Graham Company

 Marsh & McLennan Agency, LLC has acquired The Graham Company  Buyer: Marsh & McLennan Agency, LLC Seller: The Graham Company  Firm Type: Insurance and employee benefits broker # of Employees: 200 Closed Date: 08/01/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: 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

 Toggle Transaction Details July 2023

Evertree Insurance Group has acquired The Banks Agency, Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

 Evertree Insurance Group has acquired The Banks Agency, Inc. Buyer: Evertree Insurance Group Seller: The Banks Agency, Inc. # of Employees: 4 Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: 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

 Toggle Transaction Details July 2023

C3 Risk & Insurance Services has acquired Private Management Insurance Agency 

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

 C3 Risk & Insurance Services has acquired Private Management Insurance Agency  Buyer: C3 Risk & Insurance Services Seller: Private Management Insurance Agency  Closed Date: 7/20/2023 MarshBerry Advisory Role: 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

 Toggle Transaction Details July 2023

C3 Risk & Insurance Services has acquired Clark Insurance Agency 

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

 C3 Risk & Insurance Services has acquired Clark Insurance Agency  Buyer: C3 Risk & Insurance Services Seller: Clark Insurance Agency  # of Employees: 50 Closed Date: 07/20/2023 MarshBerry Advisory Role: 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

 Toggle Transaction Details July 2023

Evertree Insurance Group has acquired Alliance Insurance Services 

MarshBerry served as the financial advisor to Evertree Insurance Group

 Evertree Insurance Group has acquired Alliance Insurance Services  Buyer: Evertree Insurance Group Seller: Alliance Insurance Services  # of Employees: 10 Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: 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

 Toggle Transaction Details July 2023

Evertree Insurance Group has acquired 1st American Insurance

MarshBerry served as the financial advisor to Evertree Insurance Group

 Evertree Insurance Group has acquired 1st American Insurance Buyer: Evertree Insurance Group Seller: 1st American Insurance # of Employees: 25 Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: 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

 Toggle Transaction Details July 2023

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

 Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc. Buyer: Evertree Insurance Group Seller: Alex Johnson Insurance Agency Inc. # of Employees: 3 Closed Date: 07/01/2023 Location: Virginia Media: Learn More MarshBerry Advisory Role: 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

 Toggle Transaction Details July 2023

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

 Alkeme Insurance has acquired Milestone Company  Buyer: Alkeme Insurance Seller: Milestone Company  # of Employees: 50 Closed Date: 07/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance