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March 30, 2023

GROW YOUR WEALTH ADVISORY FIRM BY GROWING & DEVELOPING YOUR ADVISORS

by Kelly Mills
In the wealth advisory space everyone’s talking about the challenges of recruiting advisors. But understanding how to grow, develop and retain your current advisors may be more important.  
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March 29, 2023

AS SPECIALTY INSURANCE PREMIUMS RISE, SO DOES LARGE BROKER INTEREST

by George Bucur
The most aggressive brokers are using mergers & acquisitions (M&A) and are recruiting underwriting talent and brokerage teams to take advantage of the exceptional growth in the specialty segment. But how can smaller delegated authority and wholesale brokers compete and benefit from the continued premium growth tailwinds?  
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March 22, 2023

THE BATTLE FOR TALENT: HIRE FOR CULTURE, CHARACTER AND COMPETENCY

by Bryan Lake
Building a sustainable balance between cultural needs and values, character attributes that drive high performance, and tactical competence will boost your search for talent. Here’s how to find all three in your next hire.
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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

March 30, 2023

GROW YOUR WEALTH ADVISORY FIRM BY GROWING & DEVELOPING YOUR ADVISORS

by Kelly Mills
In the wealth advisory space everyone’s talking about the challenges of recruiting advisors. But understanding how to grow, develop and retain your current advisors may be more important.  
Read More
March 29, 2023

AS SPECIALTY INSURANCE PREMIUMS RISE, SO DOES LARGE BROKER INTEREST

by George Bucur
The most aggressive brokers are using mergers & acquisitions (M&A) and are recruiting underwriting talent and brokerage teams to take advantage of the exceptional growth in the specialty segment. But how can smaller delegated authority and wholesale brokers compete and benefit from the continued premium growth tailwinds?  
Read More
March 23, 2023

STAND BY ME: HOW TO RETAIN CLIENTS IN TOUGH TIMES

by Keith Captain
Despite a hard market of higher demand and lower supply for coverage and rising premiums, the opportunities to grow your business still exist. Demonstrate your agency’s value with this three-step process.
Read More
March 22, 2023

THE BATTLE FOR TALENT: HIRE FOR CULTURE, CHARACTER AND COMPETENCY

by Bryan Lake
Building a sustainable balance between cultural needs and values, character attributes that drive high performance, and tactical competence will boost your search for talent. Here’s how to find all three in your next hire.
Read More

Insurance

March 29, 2023

AS SPECIALTY INSURANCE PREMIUMS RISE, SO DOES LARGE BROKER INTEREST

by George Bucur
The most aggressive brokers are using mergers & acquisitions (M&A) and are recruiting underwriting talent and brokerage teams to take advantage of the exceptional growth in the specialty segment. But how can smaller delegated authority and wholesale brokers compete and benefit from the continued premium growth tailwinds?  
Read More
March 23, 2023

STAND BY ME: HOW TO RETAIN CLIENTS IN TOUGH TIMES

by Keith Captain
Despite a hard market of higher demand and lower supply for coverage and rising premiums, the opportunities to grow your business still exist. Demonstrate your agency’s value with this three-step process.
Read More
March 16, 2023

HOW INSURANCE BROKERS CAN DRIVE MORE VALUE FOR CLIENTS

by Don Folino
Your role as an insurance broker is beyond that of a salesperson. To be successful, you must establish a rapport with your clients to increase the perceived value they are gaining from working with you.  
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March 14, 2023

BGA M&A ACTIVITY QUIETLY HEATS UP

by Peter Kampf
During 2022’s headwinds faced by overall insurance distribution M&A, BGAs stood out and delivered a year-over-year increase in M&A activity. BGA owners should pay attention as the catalysts driving this trend are likely to continue.   
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Financial Advisory

March 29, 2023

AS SPECIALTY INSURANCE PREMIUMS RISE, SO DOES LARGE BROKER INTEREST

by George Bucur
The most aggressive brokers are using mergers & acquisitions (M&A) and are recruiting underwriting talent and brokerage teams to take advantage of the exceptional growth in the specialty segment. But how can smaller delegated authority and wholesale brokers compete and benefit from the continued premium growth tailwinds?  
Read More
February 21, 2023

BEWARE OF PITFALLS WHEN SECURING GROWTH CAPITAL

by Gerard Vecchio
While growth capital can infuse a business with added funds to help accomplish many long-term objectives – having a strong, detailed business plan in advance is an important part of the process. 
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February 14, 2023

AVOIDING M&A POST-DEAL REMORSE: WHEN A DONE DEAL DOESN’T MEET EXPECTATIONS

by Jennifer Martin, CPA, CFE
Chasing dollar signs isn’t always the best strategy for finding the right M&A partner and may lead to post-deal disappointment for both buyer and seller. Find out how to navigate the different buyer types, how to evaluate potential partners, and why having an experienced advisor is critical to a successful deal. 
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February 9, 2023

STRANGE ECONOMIC ENVIRONMENT MAKES 2023 M&A FORECAST ANYONE’S GUESS

by Phil Trem
With conflicting economic news sending the financial markets in multiple directions, can the insurance brokerage M&A market simply ignore the noise and quietly continues doing what it does best? Thrive.
Read More
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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.