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February 2, 2023

TOP TEN REASONS AN INSURANCE NETWORK CAN HELP YOU GROW

by Keith Captain
A partnership can take an agency to the next level – offering them support, education, and resources to help them grow organically. There are many good reasons to join a network, but they all lead back to one important goal – growing revenue.
Read More
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
Read More
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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August 22, 2022

The Largest Insurance Brokers Get Bigger on Top 100 List

by MarshBerry
As the Top 100 Insurance Brokers list becomes more “top heavy” from intense consolidation and triple-digit growth, what impact is this having on the “bottom 50” of this same list?
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Most Recent

February 2, 2023

TOP TEN REASONS AN INSURANCE NETWORK CAN HELP YOU GROW

by Keith Captain
A partnership can take an agency to the next level – offering them support, education, and resources to help them grow organically. There are many good reasons to join a network, but they all lead back to one important goal – growing revenue.
Read More
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
Read More
January 25, 2023

WEALTH ADVISORY M&A 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.
Read More
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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Insurance

February 2, 2023

TOP TEN REASONS AN INSURANCE NETWORK CAN HELP YOU GROW

by Keith Captain
A partnership can take an agency to the next level – offering them support, education, and resources to help them grow organically. There are many good reasons to join a network, but they all lead back to one important goal – growing revenue.
Read More
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
Read More
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.   
Read More
January 18, 2023

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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Financial Advisory

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
Read More
January 25, 2023

WEALTH ADVISORY M&A 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.
Read More
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.
Read More
November 22, 2022

SPECIALTY INSURANCE M&A 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.
Read More
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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
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.

 January 2023 Relation Insurance Services, Inc. Napa Valley Insurance Services Acquisition

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services

MarshBerry served as the financial advisor to Napa Valley Insurance Services

 January 2023 Specialty Program Group, LLC Euclid Fiduciary Acquisition

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

 December 2022 Cadence Insurance Warriner & Associates Insurance, Inc Acquisition

Cadence Insurance has acquired Warriner & Associates Insurance, Inc. 

MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.

 December 2022 Bowen, Miclette & Britt Insurance Agency Technical Assurance, LLC Acquisition

Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC

MarshBerry served as the financial advisor to Technical Assurance, LLC

 December 2022 PCF Insurance Services Direct Dealer Services Acquisition

PCF Insurance Services has acquired Direct Dealer Services

MarshBerry served as the financial advisor to PCF Insurance Services

 December 2022 Hub International Limited Dale Barton Agency Acquisition

Hub International Limited has acquired Dale Barton Agency

MarshBerry served as the financial advisor to Dale Barton Agency

 December 2022 Evertree Insurance Group Gnade Insurance Group Inc.

Evertree Insurance has acquired Gnade Insurance Group Inc.  

MarshBerry served as the financial advisor to Evertree Insurance

 December 2022 Arthur J. Gallagher & Co. Mahowald Insurance Agency

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency 

MarshBerry served as the financial advisor to Mahowald Insurance Agency

 December 2022 Hilb Group, LLC OceanPoint Insurance Agency, Inc. Acquisition

Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.

MarshBerry served as the financial advisor to Hilb Group, LLC

 December 2022 World Insurance Associates LLC. Future Insurance Group Acquisition

World Insurance Associates, LLC has acquired Future Insurance Group

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 December 2022 Hub Internal Limited Invensure Insurance Brokers Acquisition

Hub International Limited has acquired Invensure Insurance Brokers

MarshBerry served as the financial advisor to Invensure Insurance Brokers

 November 2022 PCF Insurance Services Voluntary Benefits at Work

PCF Insurance Services has acquired Voluntary Benefits at Work

MarshBerry served as the financial advisor to PCF Insurance Services

 November 2022 Hilb Group, LLC Sharpline Insurance Brokerage, LLC Acquisition

Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC

MarshBerry served as the financial advisor to Hilb Group, LLC

 November 2022 Relation Insurance Services, Inc. Garrity Insurance Acquisition

Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance

 November 2022 ICON an AIMCOR Consolidated Company McQueen Kalligan Insurance Services, Inc.

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.

 November 2022 Alera Group, Inc. A privately-held insurance agency Acquisition

Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey

MarshBerry served as the financial advisor to the Seller

 November 2022 Alliant Insurance Services,Inc Trivedi Capacity Associates Acquisition

Alliant Insurance Services, Inc has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

 November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions