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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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BOOSTING PRODUCTIVITY IS KEY TO BROKERAGE GROWTH

by Diana Christopherson June 28, 2022

Considering the significant investment that firms make in employees, it is critical to continually evaluate personnel productivity. Understanding staffing requirements in each job position and carefully planning personnel additions regularly, as projected growth is realized, is a key to maximizing a firm’s profitability and value.

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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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INFLATION: WHAT NUMBERS SHOULD YOU REALLY BE CONCERNED ABOUT?

by Gerard Vecchio June 20, 2022

While the headline of “highest inflation rate in 40 years” dominates the news – there were even stronger price increases in many of the categories within the Consumer Price Index (CPI) that paint a more troubling picture for consumers.

Read More

M&A Market Update: Q3 2021 Is Second Most Active Quarter On Record

by Phil Trem October 5, 2021
The deal activity in Q3 2021 was the second most active quarter we have ever seen, falling short to only the fourth quarter of 2020. Activity is being driven by
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BOOSTING PRODUCTIVITY IS KEY TO BROKERAGE GROWTH

by Diana Christopherson June 28, 2022

Considering the significant investment that firms make in employees, it is critical to continually evaluate personnel productivity. Understanding staffing requirements in each job position and carefully planning personnel additions regularly, as projected growth is realized, is a key to maximizing a firm’s profitability and value.

Read More

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.

Read More

INFLATION: WHAT NUMBERS SHOULD YOU REALLY BE CONCERNED ABOUT?

by Gerard Vecchio June 20, 2022

While the headline of “highest inflation rate in 40 years” dominates the news – there were even stronger price increases in many of the categories within the Consumer Price Index (CPI) that paint a more troubling picture for consumers.

Read More

CREATING THE RIGHT EMPLOYEE RETENTION EXPERIENCE

by Tommy McDonald June 15, 2022

A well-designed retention strategy can have a huge impact on hiring and retention, perpetuation, culture, value creation and the overall performance of the business. Here are some important factors to consider when creating your retention strategy.

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Insurance

INFLATION: WHAT NUMBERS SHOULD YOU REALLY BE CONCERNED ABOUT?

by Gerard Vecchio June 20, 2022

While the headline of “highest inflation rate in 40 years” dominates the news – there were even stronger price increases in many of the categories within the Consumer Price Index (CPI) that paint a more troubling picture for consumers.

Read More

CREATING THE RIGHT EMPLOYEE RETENTION EXPERIENCE

by Tommy McDonald June 15, 2022

A well-designed retention strategy can have a huge impact on hiring and retention, perpetuation, culture, value creation and the overall performance of the business. Here are some important factors to consider when creating your retention strategy.

Read More

M&A MARKET CONTINUES TO BUILD STEAM IN 2022 – BUT WILL IT LAST?

by Phil Trem June 15, 2022
Concern continues to build across the broader investment community as inflation, as measured by the consumer price index (CPI), rose 8.6% from a year ago.  Economists had expected an increase
Read More

PLANNING YOUR EXIT

by Kristen San Marco June 10, 2022

When is the right time to begin thinking about how you will ultimately exit your business?  The answer is now.  You have worked hard over the course of your career to build your business, and you deserve to enjoy the fruits of your labor.

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Financial Advisory

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.

Read More

INFLATION: WHAT NUMBERS SHOULD YOU REALLY BE CONCERNED ABOUT?

by Gerard Vecchio June 20, 2022

While the headline of “highest inflation rate in 40 years” dominates the news – there were even stronger price increases in many of the categories within the Consumer Price Index (CPI) that paint a more troubling picture for consumers.

Read More

M&A MARKET CONTINUES TO BUILD STEAM IN 2022 – BUT WILL IT LAST?

by Phil Trem June 15, 2022
Concern continues to build across the broader investment community as inflation, as measured by the consumer price index (CPI), rose 8.6% from a year ago.  Economists had expected an increase
Read More

LOOK BEYOND REVENUE MULTIPLE TO BETTER VALUE A FIRM

by James Graham June 14, 2022

If you’re looking to sell externally, consider making the tough changes and living your pro forma to demonstrate sustainability so you can potentially reap the rewards of a higher purchase price.

Read More
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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
June 2022 Marsh McLennan Agency Clark Insurance Acquisition Marsh McLennan Agency has acquired Clark Insurance

MarshBerry served as the financial adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 adviser to Warner Pacific Insurance Services

 December 2021 Hub International Limited JP Griffin Companies, LLC Acquisition Hub International Limited has acquired JP Griffin Companies, LLC

MarshBerry was the financial adviser to JP Griffin Companies, LLC

 December 2021 Alera Group, Inc. Foa & Son Corporation Acquisition Alera Group, Inc. has acquired Foa & Son Corporation

MarshBerry was the financial adviser to Foa & Son Corporation