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May 31, 2023

WANT TO PRODUCE MORE BUSINESS? STOP TALKING ABOUT YOURSELF.

by Eric Kuhen
Your producers go on endless sales calls to share products and promote your agency. The problem is – the client has heard a similar pitch from multiple other agencies. How can you stand out from the crowd?   
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November 14, 2022

How Much Room for Growth is Left in M&A Valuations?

by John Wepler
Despite eroding macroeconomic conditions, M&A valuations in this industry continue to soar, with multiples hitting an all-time high. As buyer interest continues to rise and demand significantly outstripping supply – the question is, how high can they go?
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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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April 6, 2022

How to Think About & Calculate Your Insurance Firm’s Value

by Kristen San Marco
If you’re like most business owners, the majority of your wealth is tied up in your business. So, for that reason alone, it is important to understand the value of your largest asset and the levers that you can pull to protect and increase its worth.
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Most Recent

June 1, 2023

PERPETUATION PLANNING: UNVEiLING THE AVAILABLE ROUTES

by Kyle Hoeft
Control your own destiny by choosing a perpetuation strategy that helps build a stronger company, one with greater value, and potential ownership opportunities for its employees.  
Read More
May 31, 2023

WANT TO PRODUCE MORE BUSINESS? STOP TALKING ABOUT YOURSELF.

by Eric Kuhen
Your producers go on endless sales calls to share products and promote your agency. The problem is – the client has heard a similar pitch from multiple other agencies. How can you stand out from the crowd?   
Read More
May 25, 2023

BEST PRACTICES FOR PERPETUATING YOUR WEALTH ADVISORY FIRM

by Kim Kovalski
The wealth advisory world is reaching crisis mode as advisors age out of the industry and into retirement. How can firm owners better prepare for the inevitable with a perpetuation plan that fits their specific scenario? 
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May 19, 2023

RIA FIRMS’ EARNINGS REMAIN RESILIENT IN Q1 2023

by Kim Kovalski
Top wealth management firms displayed cautious optimism and continued confidence in the industry with increased revenue and strong M&A activity in Q1 2023 earnings calls. 
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Insurance

June 1, 2023

PERPETUATION PLANNING: UNVEiLING THE AVAILABLE ROUTES

by Kyle Hoeft
Control your own destiny by choosing a perpetuation strategy that helps build a stronger company, one with greater value, and potential ownership opportunities for its employees.  
Read More
May 31, 2023

WANT TO PRODUCE MORE BUSINESS? STOP TALKING ABOUT YOURSELF.

by Eric Kuhen
Your producers go on endless sales calls to share products and promote your agency. The problem is – the client has heard a similar pitch from multiple other agencies. How can you stand out from the crowd?   
Read More
May 11, 2023

IMPROVE YOUR RECRUITING GAME THROUGH BETTER SOCIAL MEDIA BRANDING

by Bryan Lake
Taking cues from today’s youth on building relationships and community networks, companies need to take their employer branding and recruiting to the next level with a fresh social media approach. 
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May 9, 2023

COMPANY CULTURE IS NO LONGER OPTIONAL

by Brooke Lugonjic
Organic growth and company culture are two things you cannot separate. Without the culture to support it, strategies for growth will not succeed. Identifying and evolving your culture could be the solution to many of your problems.  
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Financial Advisory

June 1, 2023

PERPETUATION PLANNING: UNVEiLING THE AVAILABLE ROUTES

by Kyle Hoeft
Control your own destiny by choosing a perpetuation strategy that helps build a stronger company, one with greater value, and potential ownership opportunities for its employees.  
Read More
May 25, 2023

BEST PRACTICES FOR PERPETUATING YOUR WEALTH ADVISORY FIRM

by Kim Kovalski
The wealth advisory world is reaching crisis mode as advisors age out of the industry and into retirement. How can firm owners better prepare for the inevitable with a perpetuation plan that fits their specific scenario? 
Read More
April 26, 2023

ESG: TOO COSTLY TO IGNORE

by Brandy Carbone
For the insurance industry – Environmental, Social and Governance (ESG) associated risks represent a new frontier of challenges to identify. If addressed promptly, there are countless opportunities to transform those risks into opportunities for growth. If ignored, there could be significant consequences for your firm.  
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April 25, 2023

HOW DOES VALUE SUBJECTIVITY IMPACT YOUR FIRM?

by Courtney Ferrara
Valuing your business is highly important, but valuations can also be very subjective. Who you hire to value your firm can mean the difference between an accurate assessment that accounts for the business’s unique qualities vs. one that potentially undervalues your asset. 
Read More
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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
April 2023 Leonard Green & Partners, L.P. Hub International Limited iCap

Leonard Green & Partners, L.P. has invested in Hub International Limited

MarshBerry served as the business advisor to Hub International Limited

 April 2023 Inszone Insurance Services Corbett & Associates Insurance Agency, Inc Acquisition

Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.

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

 April 2023 Hub International Limited The Wooditch Company Acquisition

Hub International Limited has acquired The Wooditch Company

MarshBerry served as the financial advisor to Hub International Limited

 April 2023 Inszone Insurance Services, Inc. Champions Insurance Group Acquisition

Inszone Insurance Services, Inc. has acquired Champions Insurance Group

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

 April 2023 Alera Group, Inc. iPros Insurance Professionals Acquisition

Alera Group, Inc. has acquired iPros Insurance Professionals

MarshBerry served as the financial advisor to Alera Group, Inc.

 April 2023 Arch Insurance Group Thimble Insurance Acquisition

Arch Insurance Group has acquired Thimble Insurance

MarshBerry served as the financial advisor to Arch Insurance Group

 April 2023 Rising Medical Solutions Preferred Disabilities Management, LLC Acquisition

Rising Medical Solutions has acquired Preferred Disability Management, LLC

MarshBerry served as the financial advisor to Preferred Disability Management, LLC

 April 2023 Warburg Pincus, LLC K2 Insurance Services Acquisition

Warburg Pincus, LLC has invested in K2 Insurance Services

MarshBerry served as the financial advisor to Warburg Pincus, LLC

 April 2023 Hub International Limited Hobson Insurance Acquisition

Hub International Limited has acquired Hobson Insurance

MarshBerry served as the financial advisor to Hobson Insurance

 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