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NEWS AND VIEWS ON THE INSURANCE BROKERAGE INDUSTRY

The insurance brokerage business is a great and dynamic business sector. You need relevant and timely insights to today’s marketplace from experienced thought leaders who really know and understand your business. 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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Re-discover Your Institutional Why

by Tony Longo June 22, 2021
Have you heard this before? “Our firm was founded in 1954 by my grandfather…” or “Our firm provides comprehensive coverage to our clients with superior customer service.” Sound familiar?
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What You’ve Missed

by MarshBerry Admin October 20, 2020
In Today’s ViewPoint, we’re taking a step back to highlight some insightful content you may have missed over the last several weeks. Here are five of the most popular articles: Running to
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M&A Marketplace Continues To Gain Traction In Q2

by Courtney Ferrara September 22, 2020
Q2 M&A Marketplace Activity As of August 31, 2020, there have been 369 merger & acquisition (“M&A”) transactions announced in the United States. The marketplace is continuing to gain
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When Do You Build A Talent Pipeline – During A Pandemic?

by Brooke Lugonjic June 23, 2020
You may already be behind if you haven’t maintained, or already restarted, your recruiting efforts As insurance agents and brokers deal with the fallout of the pandemic most are focused on
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Most Recent

HOT M&A MARKET SHOWS NO SIGNS OF SLOWING DOWN

by Phil Trem September 14, 2021
Through August 31, 2021, MarshBerry has observed the most significant year in terms of deal activity yet. Activity is being driven by seller concerns over potential federal capital gains rate changes
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Remote Onboarding: Do You Have a Plan in Place?

by Tony Longo August 31, 2021
Insurance agencies and brokers continue to face challenges related to the hiring and retention of staff. As firms cite above average turnover and a tightening labor market, they are embracing the
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THE SHIFTING TIDES OF PL INSURANCE

by Tobias Milchereit August 27, 2021
The InsurTech marketplace continues to boom with total capital invested exceeding $2 billion for the fourth consecutive quarter. While the sector has yet to prove that current valuations are
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A Conversation with Socius Insurance

by George Bucur August 24, 2021
Director George Bucur focuses on serving specialty firms and provides perspective on many factors influencing transaction activity, deal structure, valuations and the overall
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Insurance

HOT M&A MARKET SHOWS NO SIGNS OF SLOWING DOWN

by Phil Trem September 14, 2021
Through August 31, 2021, MarshBerry has observed the most significant year in terms of deal activity yet. Activity is being driven by seller concerns over potential federal capital gains rate changes
Read More

THE SHIFTING TIDES OF PL INSURANCE

by Tobias Milchereit August 27, 2021
The InsurTech marketplace continues to boom with total capital invested exceeding $2 billion for the fourth consecutive quarter. While the sector has yet to prove that current valuations are
Read More

ARE YOU THE BLENDER OR A BLENDEE?

by John Wepler August 18, 2021
The pace of merger & acquisition (M&A) activity in the insurance brokerage sector continues to be brisk following strong activity into the second half of 2021. Potential federal capital gains
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PUBLIC BROKERS OUTPERFORM THROUGH THE FIRST HALF OF 2021

by MarshBerry August 12, 2021
The insurance distribution industry had another strong quarter, with six of the publicly traded brokers (Baldwin Risk Partners [BRP], AON plc [AON], Willis Towers Watson [WLTW], Marsh & McLennan
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Financial Advisory

HOT M&A MARKET SHOWS NO SIGNS OF SLOWING DOWN

by Phil Trem September 14, 2021
Through August 31, 2021, MarshBerry has observed the most significant year in terms of deal activity yet. Activity is being driven by seller concerns over potential federal capital gains rate changes
Read More

THE SHIFTING TIDES OF PL INSURANCE

by Tobias Milchereit August 27, 2021
The InsurTech marketplace continues to boom with total capital invested exceeding $2 billion for the fourth consecutive quarter. While the sector has yet to prove that current valuations are
Read More

INSURANCE INDUSTRY ON TRACK FOR MOST ACTIVE YEAR OF CONSOLIDATION

by Phil Trem August 11, 2021
Seven months into the year and the insurance industry continues to be poised to have the most active year of consolidation – by a significant margin. There have been 353 announced merger &
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TOP 100 BROKERS KEEP GROWING

by Casey Pont August 5, 2021
Business Insurance recently published their annual report on the Top 100 Brokers, ranked by revenue, for 2020. It’s no surprise that several members of the top 20 are still in the same spot they
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Recent Transactions

Explore MarshBerry Transactions Explore Industry Transactions
September 2021 PCF Insurance Services a privately-held insurance agency in Pennsylvania Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was financial adviser to the Seller

 September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

 September 2021 Marsh McLennan Agency Vaaler Insurance, Inc Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc

MarshBerry was the financial adviser to Vaaler Insurance, Inc.

 August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners

 August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

 August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group

 July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

 July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC

 July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

 July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance

 July 2021 BRP Group, Inc. RogersGray, Inc. Acquisition BRP Group, Inc. has acquired RogersGray, Inc.

MarshBerry was the financial adviser to RogersGray, Inc.

 June 2021 AssociatedPartners, Inc. Sterling Insurance Group Acquisition AssociatedPartners, Inc. has acquired Sterling Insurance Group

MarshBerry was the financial adviser to Sterling Insurance Group

 June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has acquired Socius Insurance Services, Inc.

MarshBerry was the financial adviser to Socius Insurance Services, Inc.

 May 2021 Alera Group, Inc. Lamb Insurance Services Acquisition Alera Group, Inc. has acquired Lamb Insurance Services

MarshBerry was financial adviser to Alera Group, Inc.

 May 2021 Hub International Limited Ion Insurance Corporation Acquisition Hub International Limited has acquired Ion Insurance Corporation

MarshBerry was financial adviser to Hub International Limited

 May 2021 Hub International Limited Conover Insurance Services, LLC Acquisition Hub International Limited has acquired Conover Insurance Services, LLC

MarshBerry was financial adviser to Conover Insurance Services, LLC

 May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.

 April 2021 Alera Group, Inc. Bell Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC

MarshBerry was financial adviser to Alera Group, Inc.

 April 2021 The Liberty Company Insurance Brokers a privately-held insurance agency in Florida Acquisition The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida

MarshBerry was financial adviser to The Liberty Company Insurance Brokers

 April 2021 Hub International Limited Wyoming Financial Insurance Acquisition Hub International Limited has acquired Wyoming Financial Insurance

MarshBerry was financial adviser to Hub International Limited

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Are You the Blender or a Blendee?

Although the environment is highly favorable for insurance brokerages to sell, some owners are still not utilizing an advisor.
ARE YOU THE BLENDER OR A BLENDEE?
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