Today’s ViewPoint

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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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IMPACT OF PERPETUATION READINESS

by Eric Hallinan November 18, 2021
The value agencies and brokers use for internal perpetuation is usually lower than the value potentially attainable in an external sale — but it doesn’t necessarily have to be by a wide margin.
Read More

BRP ANNOUNCES 3Q21 EARNINGS

by MarshBerry November 9, 2021
BRP Group (NASDAQ: BRP) reported 3Q21 adjusted earnings per share of $0.11 on revenue of $135.6 million, above consensus estimates of $0.11 on $130.4 million. The company reported strong organic
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WHAT IS MY INSURANCE AGENCY WORTH?

by Wayne Walkotten November 2, 2021
Today’s dynamic insurance market is ripe with buyers chasing opportunities to acquire agencies, inspiring some owners to ask the question: What is my insurance agency worth? With a virtual feeding
Read More

OPPORTUNITIES ABOUND FOR INSURANCE BROKERS EXPANDING INTO WEALTH ADVISORY

by John Orsini October 19, 2021
2021 is turning into a banner year for merger and acquisition (M&A) deal activity for insurance brokers, including deals between insurance brokers and Registered Investment Advisors (RIAs). While
Read More

Most Recent

IMPACT OF PERPETUATION READINESS

by Eric Hallinan November 18, 2021
The value agencies and brokers use for internal perpetuation is usually lower than the value potentially attainable in an external sale — but it doesn’t necessarily have to be by a wide margin.
Read More

M&A MARKET SHOWS SIGNS OF HISTORIC PACE

by Phil Trem November 17, 2021
The market continues to move along as expected. More buyers, more sellers, more deals and higher values. And what may not be much of a surprise to anyone, there is still not any clarity on potential
Read More

PUBLIC BROKERS CONTINUE TO OUTPERFORM THE DJIA

by MarshBerry November 11, 2021
Over the last two weeks, six publicly traded insurance brokers reported earnings results for the third quarter of 2021: Arthur J. Gallagher (AJG), Aon plc. (AON), Brown & Brown, Inc. (BRO), BRP
Read More

BRP ANNOUNCES 3Q21 EARNINGS

by MarshBerry November 9, 2021
BRP Group (NASDAQ: BRP) reported 3Q21 adjusted earnings per share of $0.11 on revenue of $135.6 million, above consensus estimates of $0.11 on $130.4 million. The company reported strong organic
Read More

Insurance

M&A MARKET SHOWS SIGNS OF HISTORIC PACE

by Phil Trem November 17, 2021
The market continues to move along as expected. More buyers, more sellers, more deals and higher values. And what may not be much of a surprise to anyone, there is still not any clarity on potential
Read More

OPPORTUNITIES ABOUND FOR INSURANCE BROKERS EXPANDING INTO WEALTH ADVISORY

by John Orsini October 19, 2021
2021 is turning into a banner year for merger and acquisition (M&A) deal activity for insurance brokers, including deals between insurance brokers and Registered Investment Advisors (RIAs). While
Read More

A PROVEN MODEL

by Phil Trem October 1, 2021
About five years ago, many thought forming a national broker from scratch was impossible. Recent events have certainly proved that not only is it possible, but huge successes can emanate when these
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THREE KEYS TO GROWTH ACCELERATION

by David Soforenko September 23, 2021
At MarshBerry, there are compelling arguments for the virtues of building a sustainable growth engine that delivers consistent double-digit growth for stakeholders. While 25% of our readership
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Financial Advisory

IMPACT OF PERPETUATION READINESS

by Eric Hallinan November 18, 2021
The value agencies and brokers use for internal perpetuation is usually lower than the value potentially attainable in an external sale — but it doesn’t necessarily have to be by a wide margin.
Read More

M&A MARKET SHOWS SIGNS OF HISTORIC PACE

by Phil Trem November 17, 2021
The market continues to move along as expected. More buyers, more sellers, more deals and higher values. And what may not be much of a surprise to anyone, there is still not any clarity on potential
Read More

BUILD, BUY OR PARTNER: STRATEGIES FOR CREATING A WEALTH ADVISORY PRACTICE

by Kim Kovalski November 3, 2021
In a recent Today’s ViewPoint entitled “Opportunities Abound for Insurance Brokers Expanding Into Wealth Advisory,” there were several reasons outlined on why a retail insurance brokerage firm
Read More

WHAT IS MY INSURANCE AGENCY WORTH?

by Wayne Walkotten November 2, 2021
Today’s dynamic insurance market is ripe with buyers chasing opportunities to acquire agencies, inspiring some owners to ask the question: What is my insurance agency worth? With a virtual feeding
Read More
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Recent Transactions

Explore MarshBerry Transactions Explore Industry Transactions
November 2021 Alera Group, Inc. McSherry & Hudson, LLC Acquisition Alera Group, Inc. has acquired McSherry & Hudson, LLC

MarshBerry was the financial adviser to McSherry & Hudson, LLC

 October 2021

GI Partners L.P has invested in Patriot Growth Insurance Services, LLC

MarshBerry was a financial adviser to Patriot Growth Insurance Services, LLC

 October 2021 Acrisure, LLC Lezam & Associates, LLC Acquisition Acrisure, LLC has acquired Lezam & Associates, LLC

MarshBerry was the financial adviser to Lezam & Associates, LLC

 October 2021 The Hilb Group, LLC Gerardi Insurance Services, Inc. Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc.

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

 October 2021 BRP Group, Inc. Whitehill Plaza, Inc. dba K&S Insurance Agency Acquisition BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance Agency

MarshBerry was the financial adviser to Whitehill Plaza, Inc. dba K&S Insurance Agency

 October 2021 Specialty Program Group, LLC CM&F Group, Inc. Acquisition Specialty Program Group, LLC has acquired CM&F Group, Inc.

MarshBerry was the financial adviser to CM&F Group, Inc.

 October 2021 Alera Group, Inc. Blue Communications Agency, Inc. Acquisition Alera Group, Inc. has acquired Blue Communications Agency, Inc.

MarshBerry was the financial adviser to Blue Communications Agency, Inc.

 October 2021 Hub International Limited Jerry Baird Insurance Agency & Baird Crop Insurance Agency Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency

MarshBerry was financial adviser to Jerry Baird Insurance Agency & Baird Crop Insurance Agency

 October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.

 September 2021 DOXA Insurance Holdings, LLC all assets of Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services

 September 2021 Oakbridge Insurance Agency, LLC Snider Killingworth Insurance & Risk Management Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management

MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC

 September 2021 PCF Insurance Services a privately-held insurance agency in Utah Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah

MarshBerry was financial adviser to the Seller

 September 2021 PCF Insurance Services Good's Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc.

MarshBerry was financial adviser to Good’s Insurance Agency, Inc.

 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 PCF Insurance Services Levi & Associates Insurance Acquisition PCF Insurance Services has acquired Levi & Associates Insurance

MarshBerry was financial adviser to PCF Insurance Services

 August 2021 World Insurance Associates, LLC Governor Insurance Agency, Inc. Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.

MarshBerry was the financial adviser to World Insurance Associates, LLC

 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