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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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PUBLIC BROKERS ONCE AGAIN OUTPERFORM THE BENCHMARK INDICES

by MarshBerry August 15, 2022

Amidst the current market volatility, the broker composite index again outperformed benchmark indices through July 31, 2022, highlighting the strong fundamentals of the insurance brokerage industry. While the S&P 500 and the Dow Jones Industrial Average ended July in negative territory, the public broker composite handily outperformed both major indices.

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THE M&A VALUATION DIRTY LITTLE SECRET

by John Wepler August 11, 2022

In the world of M&A valuations, the insurance industry has a dirty little secret. Most know that deal valuations for insurance brokerages have been increasing for more than a decade and most investments have performed much better than expected. The dirty little secret is why strong, and potentially increasing, valuations should continue in the insurance M&A market, even during a period of rising interest rates and economic uncertainty.

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FOUNDATION RISK PARTNERS INVESTMENT AND THE LATEST M&A MARKET UPDATE

by Phil Trem August 10, 2022

M&A activity starts to heat up as the industry heads into the back half of the year – starting with a MarshBerry advised investment between Foundation Risk Partners and Partners Group.

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THE INTERMEDIARY VALUATION CROSSOVER

by Gerard Vecchio August 2, 2022

The M&A valuation landscape for insurance brokerage firms is starting to shift, with specialty firms offering potential partners more growth opportunities because of their niche specialization.

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Most Recent

PUBLIC BROKERS ONCE AGAIN OUTPERFORM THE BENCHMARK INDICES

by MarshBerry August 15, 2022

Amidst the current market volatility, the broker composite index again outperformed benchmark indices through July 31, 2022, highlighting the strong fundamentals of the insurance brokerage industry. While the S&P 500 and the Dow Jones Industrial Average ended July in negative territory, the public broker composite handily outperformed both major indices.

Read More

RYAN SPECIALTY REPORTS Q2 2022 EARNINGS RESULTS

by MarshBerry August 12, 2022

Ryan Specialty reported second quarter 2022 total revenue of $491.3 million, an increase of 26% year-over-year (YoY). Read the five things you should know about this earnings call.

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HAGERTY REPORTS Q2 2022 EARNINGS RESULTS

by MarshBerry August 11, 2022

Hagerty reported second quarter 2022 total revenue increased 23% YoY to $206.0 million, and year-to-date 2022 total revenue increased 26% YoY to $373.8 million. Read the five things you should know about this earnings call.

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CI FINANCIAL ANNOUNCES Q2 2022 RESULTS

by MarshBerry August 11, 2022

CI Financial Corp. reported second quarter 2022 results this morning. Adjusted Earnings Per Share (EPS) was $0.78, up 5% from last year. Read the five things you should know about this earnings call.

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Insurance

PUBLIC BROKERS ONCE AGAIN OUTPERFORM THE BENCHMARK INDICES

by MarshBerry August 15, 2022

Amidst the current market volatility, the broker composite index again outperformed benchmark indices through July 31, 2022, highlighting the strong fundamentals of the insurance brokerage industry. While the S&P 500 and the Dow Jones Industrial Average ended July in negative territory, the public broker composite handily outperformed both major indices.

Read More

RYAN SPECIALTY REPORTS Q2 2022 EARNINGS RESULTS

by MarshBerry August 12, 2022

Ryan Specialty reported second quarter 2022 total revenue of $491.3 million, an increase of 26% year-over-year (YoY). Read the five things you should know about this earnings call.

Read More

CI FINANCIAL ANNOUNCES Q2 2022 RESULTS

by MarshBerry August 11, 2022

CI Financial Corp. reported second quarter 2022 results this morning. Adjusted Earnings Per Share (EPS) was $0.78, up 5% from last year. Read the five things you should know about this earnings call.

Read More

THE M&A VALUATION DIRTY LITTLE SECRET

by John Wepler August 11, 2022

In the world of M&A valuations, the insurance industry has a dirty little secret. Most know that deal valuations for insurance brokerages have been increasing for more than a decade and most investments have performed much better than expected. The dirty little secret is why strong, and potentially increasing, valuations should continue in the insurance M&A market, even during a period of rising interest rates and economic uncertainty.

Read More

Financial Advisory

FOUNDATION RISK PARTNERS INVESTMENT AND THE LATEST M&A MARKET UPDATE

by Phil Trem August 10, 2022

M&A activity starts to heat up as the industry heads into the back half of the year – starting with a MarshBerry advised investment between Foundation Risk Partners and Partners Group.

Read More

YIELD CURVE INVERSIONS, RECESSIONS, AND THE INSURANCE INDUSTRY  

by Brian Ambrosia August 1, 2022

As the yield on the 10-year Treasury note drops below the yield on the two-year note, is the market prepared to declare the yield curve inversion a perfect predictor for recession? If so, what does that mean for the insurance industry?

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THE STATE OF THE INDUSTRY

by John Wepler July 12, 2022

As Business Insurance magazine releases its 2022 list of Top 100 Brokers of U.S. Business – John Wepler, Chairman & Chief Executive Officer at MarshBerry, talks about the state of insurance during a transformative time for the industry.

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THE IMPORTANCE OF WEIGHTED AVERAGE SHAREHOLDER AGE

by Jennifer Martin, CPA, CFE June 22, 2022

WASA, which shows the average of the shareholder’s age weighted by the percentage of stock they own, can potentially signal a firm’s need for a perpetuation strategy.

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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry was the financial advisor to ESP Brokerage LLC

 July 2022 Hub International Limited Alexander & Company, Inc. Acquisition

Hub International Limited has acquired Alexander & Company, Inc. 

MarshBerry was the financial advisor to Alexander & Company, Inc.

 June 2022 Marsh McLennan Agency Clark Insurance Acquisition Marsh McLennan Agency has acquired Clark Insurance

MarshBerry served as the financial advisor to the Seller

 May 2022 Brown & Brown, Inc. Claim Technologies Incorporated Acquisition Brown & Brown, Inc. has acquired Claim Technologies Incorporated

MarshBerry served as the financial advisor to Claim Technologies Incorporated

 May 2022 Specialty Program Group, LLC Jones Birdsong, LLC Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC

 May 2022 Patriot Growth Insurance Services, LLC PFG Benefits, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.

MarshBerry served as the financial advisor to PFG Benefits, Inc.

 May 2022 Patriot Growth Insurance Services, LLC DMM Advisors Acquisition Patriot Growth Insurance Services, LLC has acquired DMM Advisors

MarshBerry was the financial advisor to DMM Advisors

 April 2022 Risk Placement Services G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency

MarshBerry was the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency

 April 2022 Hub International Limited ChunHa-Holding Corp Acquisition Hub International Limited has acquired ChunHa-Holding Corp

MarshBerry was the financial advisor to ChunHa-Holding Corp

 April 2022 Peloton Capital Management Unison Risk Advisors Acquisition Peloton Capital Management has invested in Unison Risk Advisors

MarshBerry was the financial advisor to Unison Risk Advisors

 April 2022 The Hilb Group, LLC Paige & Campbell, Inc. Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.

MarshBerry was the financial advisor to Paige & Campbell, Inc.

 March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry was the financial advisor to Hawley & Associates, LLC

 March 2022 PCF Insurance Services a privately-held insurance agency in North Carolina Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina

MarshBerry was the financial advisor to PCF Insurance Services

 March 2022 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to the Seller

 March 2022 Hub International Limited Kuhl Insurance Agency, Inc. Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.

MarshBerry was the financial advisor to Kuhl Insurance Agency, Inc.

 February 2022 ALKEME Holdings, LLC ERM Insurance Brokers Acquisition ALKEME Holdings, LLC has acquired ERM Insurance Brokers

MarshBerry was the financial advisor to ERM Insurance Brokers

 February 2022 High Street Insurance Partners, Inc. The Craft Insurance Agency, Inc. High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc.

MarshBerry was the financial advisor to The Craft Insurance Agency, Inc.

 January 2022 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to PCF Insurance Services

 December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial adviser to Hub International Limited

 December 2021 Lovell Minnick Partners, LLC Warner Pacific Insurance Services Acquisition Lovell Minnick Partners, LLC has invested in Warner Pacific Insurance Services

MarshBerry was the financial advisor to Warner Pacific Insurance Services