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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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January 31, 2023

SPECIALTY MARKET FIRMS IN HIGH DEMAND IN 2022

by George Bucur & Gerard Vecchio
Specialty distributors in 2022 outpaced the rate of consolidation of their retail broker counterparts, ending the year with a record number of deals. Driven by greater interest from large insurance
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January 25, 2023

Wealth Advisory Merger & Acquisition Deals in 2022 Hit New High-Water Mark

by John Orsini
Driven by private equity-backed buyers and an increased interest from insurance brokers, M&A activity in the Wealth Advisory space refused to be stifled by the economy and delivered a record number of transactions in 2022.
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January 19, 2023

REACHING THE GOALS OF YOUR STRATEGIC PLAN

by Tommy McDonald
Having an effective strategic roadmap can help drive growth and success for your company. However, it’s important to have an actionable blueprint to ensure the execution of the strategic plan.   
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January 18, 2023

The FTC Looks to Rein in The Use of Non-Competes

by Brian Ambrosia
A newly proposed rule by the FTC to prohibit the use of non-compete agreements has many in the insurance industry concerned about the potential impact on hiring practices, producer retention, client security, and M&A agreements.
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January 17, 2023

HOW INSURTECH IS CHANGING THE LANDSCAPE OF PERSONAL LINES

by Brian Refici
Structural changes are occurring in the personal lines space with technology companies taking new views on the insurance sector. What can traditional personal lines insurance agencies do to stay competitive? Here are five ideas.
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January 12, 2023

What Drives Value in Your Wealth Firm?

by Kelly Mills
Knowing the value of your firm may have more to do with running a better business than about what it might be worth to a potential buyer. So, do you know the value of your firm? And do you know what investments you should be made to improve its value?
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January 11, 2023

REINSURANCE RENEWAL MARKET CREATES CHALLENGES FOR BROKERS AND INSUREDS

by Gerard Vecchio
As the global property catastrophe reinsurance renewal rates increase by 37%, the highest since 1992, what impact will it have on broader commercial rates, insurance brokers and their insureds? 
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January 10, 2023

HOW TO CREATE A SUCCESSFUL STRATEGIC ROADMAP

by Tommy McDonald
Strategic planning may be the most important meeting that your company holds this year, to drive organic growth and help achieve strategic goals. Here’s how insurance brokers can build a successful strategic plan.
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January 5, 2023

HEADWINDS ASIDE, INSURANCE BROKERAGE M&A IN 2022 DELIVERS A SOLID YEAR

by Phil Trem
At the end of 2021, there were questions whether this was the peak for Merger and Acquisition (M&A) activity or valuation multiples. A year later, things have finally come down to earth. However, activity in the insurance distribution industry hasn’t come to a screeching halt. In fact, all things considered, 2022 was a very good year for transactions and valuations.
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December 20, 2022

What Can Insurance Brokers Do to Navigate New Salary Transparency Laws

by MarshBerry
With increasing salary transparency laws in the U.S., insurance brokers may face even tougher competition for the right talent. However, insurance agents and brokers can take action to ensure they hire talent that helps drive growth for their firms.
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December 20, 2022

2022 WEALTH ADVISORY M&A ACTIVITY TARGETS RECORD-BREAKING YEAR

by Kim Kovalski
With the help of private equity backed insurance brokerage buyers, wealth advisory M&A transactions in 2022 are poised to finish the year with the highest deal volume ever. Even despite current economic conditions, buyers are still aggressively seeking partners.
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December 15, 2022

ARE WOMEN THE SOLUTION TO THE INSURANCE INDUSTRY TALENT SHORTAGE? 

by Brandy Carbone
Acquiring and retaining top talent is a challenge for all businesses. The insurance industry is especially struggling to recruit younger employees to take the place of retiring executives. Cue the solution – women. Learn how to attract this untapped, highly skilled resource.
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December 13, 2022

M&A ACTIVITY IN DECEMBER IS EXPECTED TO END STRONG

by Phil Trem
Relatively speaking, 2022 has been a year of challenging headwinds for M&A activity. It didn’t help that 2021 broke records in many categories. But despite the hurdles, this year has the opportunity to end strong enough to qualify as a 2019-like year – which is not bad, considering.
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December 6, 2022

The Tools To Benchmark Your Business and Drive Growth For Your Insurance Firm

by Brooke Lugonjic
In a competitive industry it’s important for companies to take advantage of any data and insights that can help improve performance and drive growth. Growing is good. But what are you measuring growth against? That’s where the right benchmarking tools can be the difference.
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December 6, 2022

Grow People Who Will Grow Your Wealth Advisory Business

by John Orsini
Do you have a human capital strategy that encourages professional growth or one that encourages stagnation? Many of the fastest growing firms in the wealth advisory and retirement planning industry have a clear growth strategy that starts with growing the skills and shifting the mindset of their employees.
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December 1, 2022

Does Your Firm Have A Revenue Driving Sales Culture?

by Brandon Hardesty
An effective sales culture encompasses the who, what and why of a firm’s values, but must also create a sustainable and supported environment where producers can develop and drive revenue growth.
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November 29, 2022

Raising Growth Capital in an Uncertain Marketplace

by Gerard Vecchio
As insurance agency and brokerage owners survey the current macroeconomic environment, what part can “growth capital” play in helping them reach their growth objectives, without losing control over their firm’s destiny?
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November 28, 2022

Wealth Advisory M&A Activity Looks to Finish Strong in 2022

by John Orsini
With private equity backed buyers leading the charge, wealth advisory firms continue to be highly sought-after targets for partnership or acquisition. Despite a gloomy economic environment, 2022 looks to finish the year in record total deal territory.
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November 22, 2022

Specialty Insurance Merger & Acquisition Activity Remains Strong in 2022

by George Bucur
Despite a gloomy economic environment, specialty insurance brokers continue to be highly sought-after M&A targets due to their expertise in specialized and niche risks during a very volatile time.
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November 21, 2022

WEALTH ADVISORY FIRMS DELIVER STRONG EARNINGS IN 3Q 2022 DESPITE ECONOMIC INSTABILITY

by Kim Kovalski
MarshBerry reports on third quarter 2022 performance for top wealth advisory firms Ameriprise, Blucora, CI Financial, Focus Financial, and LPL Financial Holdings.  
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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
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

 March 2023 Gilde Equity Management Steentjes Makelaars Acquisition

Gilde Equity Management has acquired Steentjes Makelaars

MarshBerry International served as the financial advisor to Steentjes Makelaars

 March 2023 Gilde Equity Management Boks Beijer Wij Verzekeren Acquisition

Gilde Equity Management has acquired Boks Beijer Wij Verzekeren

MarshBerry International served as the financial advisor to Boks Beijer Wij Verzekeren

 March 2023 Gilde Equity Management Deterink Financiele Diensten Acquisition

Gilde Equity Management has acquired Deterink Financiele Diensten 

MarshBerry International served as the financial advisor to Deterink Financiele Dienten

 March 2023 Gilde Equity Management Koopman Assurantien Acquisition

Gilde Equity Management has acquired Koopman Assurantien 

MarshBerry International served as the financial advisor to Koopman Assurantien

 March 2023 Gilde Equity Management Berends & Slump Acquisition

Gilde Equity Management has acquired Berends & Slump

MarshBerry International served as the financial advisor to Berend & Slump

 March 2023 Gilde Equity Management Licent Assuradeuren Acquisition

Gilde Equity Management has acquired Licent Assuradeuren 

MarshBerry International served as the financial advisor to Licent Assuradeuren

 January 2023 Quintes Weitenberg Acquisition

Quintes has acquired Weitenberg

MarshBerry International served as the financial advisor to Weitenberg

 January 2023 Evertree Insurance Group Provision Insurance Group Acquisition

Evertree Insurance Group has acquired Provision Insurance Group

MarshBerry served as the financial advisor to Evertree Insurance Group

 January 2023 Arthur J. Gallagher & Co. John C. Breckenridge Insurance Solutions, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Solutions, Inc. 

MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.