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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 insight 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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InsurTech: The Force Awakens

by Tobias Milchereit June 10, 2021
One of the insurance industry’s biggest challenges is the increasing technology disruption which presents a unique opportunity for both incumbents and new players. The transformation of the
Read More

M&A MARKET SHOWS NO SIGNS OF SLOWING DOWN

by Phil Trem June 3, 2021
With growing concerns of the timing and severity of an inevitable federal capital gains increase, the M&A market is very active. As of May 31, 2021, there have been 261 announced merger &
Read More

MARKET ACTIVITY CONTINUES TO EXCEED EXPECTATIONS

by Phil Trem May 13, 2021
MarshBerry believes 2021 M&A activity has the opportunity to match or exceed volume levels seen in 2020. As of April 30, 2021, there have been 189 announced merger & acquisition (M&A)
Read More

M&A Appetite Unscathed & Healthy

by Phil Trem March 16, 2021
MarshBerry believes 2021 M&A activity has the opportunity to match or exceed volume levels seen in 2020. Calendar year 2020 ended with a landslide of deals, with 251 announced transactions in the
Read More

Most Recent

InsurTech: The Force Awakens

by Tobias Milchereit June 10, 2021
One of the insurance industry’s biggest challenges is the increasing technology disruption which presents a unique opportunity for both incumbents and new players. The transformation of the
Read More

E&S MARKET STRENGTH TO CONTINUE IN 2021

by Gerard Vecchio June 8, 2021
U.S. E&S insurance sector continues its healthy pace of growth with the top 3 stamping offices reporting strong premium increases in 1Q21. The U.S. excess & surplus lines insurance sector
Read More

M&A MARKET SHOWS NO SIGNS OF SLOWING DOWN

by Phil Trem June 3, 2021
With growing concerns of the timing and severity of an inevitable federal capital gains increase, the M&A market is very active. As of May 31, 2021, there have been 261 announced merger &
Read More

FIVE KEYS TO FIRM IMPROVEMENT

by Brooke Lugonjic June 1, 2021
The best firms in the industry look beyond their own results and seek to understand how they compare to peers and drive top performance. MarshBerry recommends focusing on five key areas for improving
Read More

Insurance

InsurTech: The Force Awakens

by Tobias Milchereit June 10, 2021
One of the insurance industry’s biggest challenges is the increasing technology disruption which presents a unique opportunity for both incumbents and new players. The transformation of the
Read More

M&A MARKET SHOWS NO SIGNS OF SLOWING DOWN

by Phil Trem June 3, 2021
With growing concerns of the timing and severity of an inevitable federal capital gains increase, the M&A market is very active. As of May 31, 2021, there have been 261 announced merger &
Read More

FIVE KEYS TO FIRM IMPROVEMENT

by Brooke Lugonjic June 1, 2021
The best firms in the industry look beyond their own results and seek to understand how they compare to peers and drive top performance. MarshBerry recommends focusing on five key areas for improving
Read More

SELECTING AN AGGREGATION MODEL

by Andrew Katz May 26, 2021
Insurance carriers are reevaluating their distribution strategies. They are increasing their production requirements, reducing resources offered to agencies and brokerages, and making it more
Read More

Financial Advisory

InsurTech: The Force Awakens

by Tobias Milchereit June 10, 2021
One of the insurance industry’s biggest challenges is the increasing technology disruption which presents a unique opportunity for both incumbents and new players. The transformation of the
Read More

E&S MARKET STRENGTH TO CONTINUE IN 2021

by Gerard Vecchio June 8, 2021
U.S. E&S insurance sector continues its healthy pace of growth with the top 3 stamping offices reporting strong premium increases in 1Q21. The U.S. excess & surplus lines insurance sector
Read More

M&A MARKET SHOWS NO SIGNS OF SLOWING DOWN

by Phil Trem June 3, 2021
With growing concerns of the timing and severity of an inevitable federal capital gains increase, the M&A market is very active. As of May 31, 2021, there have been 261 announced merger &
Read More

THE RISE OF THE SPAC

by Gerard Vecchio May 18, 2021
Special Purposes Acquisition Companies (SPACs), or “blank check” companies, exist to buy private companies and take them public while avoiding the arduous process of a traditional initial public
Read More
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Recent Transactions

Explore MarshBerry Transactions Explore Industry Transactions
May 2021 Alera Group, Inc. Lamb Insurance Services Acquisition Alera Group, Inc. has acquired Lamb Insurance Services

MarshBerry was financial adviser to Alera Group, Inc.

 May 2021 Hub International Limited Ion Insurance Corporation Acquisition Hub International Limited has acquired Ion Insurance Corporation

MarshBerry was financial adviser to Hub International Limited

 May 2021 Hub International Limited Conover Insurance Services, LLC Acquisition Hub International Limited has acquired Conover Insurance Services, LLC

MarshBerry was financial adviser to Conover Insurance Services, LLC

 May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.

 April 2021 Alera Group, Inc. Bell Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC

MarshBerry was financial adviser to Alera Group, Inc.

 April 2021 The Liberty Company Insurance Brokers a privately-held insurance agency in Florida Acquisition The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida

MarshBerry was financial adviser to The Liberty Company Insurance Brokers

 April 2021 Hub International Limited Wyoming Financial Insurance Acquisition Hub International Limited has acquired Wyoming Financial Insurance

MarshBerry was financial adviser to Hub International Limited

 April 2021 INSURICA  Oklahoma Business Insurors Agency, LLC Acquisition INSURICA  has acquired Oklahoma Business Insurors Agency, LLC

MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC

 March 2021 The Hilb Group, LLC Star Insurance Agency Acquisition The Hilb Group, LLC has acquired Star Insurance Agency

MarshBerry was financial adviser to The Hilb Group, LLC

 February 2021 Financial Institutions, Inc. Landmark Group of Brighton, Inc. Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.

MarshBerry was financial adviser to Financial Institutions, Inc.

 January 2021 Sunstar Insurance Group, LLC  a privately-held insurance agency in Missouri Acquisition Sunstar Insurance Group, LLC has acquired  a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

 January 2021 AssuredPartners, Inc. Murray Insurance Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.

MarshBerry was financial adviser to Murray Insurance Associates, Inc.

 January 2021 GCP Capital Partners, LLC  ALKEME Holdings, LLC Acquisition

GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC

MarshBerry was financial adviser to ​GCP Capital Partners​, LLC

 January 2021 Hub International Limited Christiansen Insurance Group, LLC Acquisition Hub International Limited has acquired Christiansen Insurance Group, LLC

MarshBerry was financial adviser to Christiansen Insurance Group, LLC

 December 2020 World Insurance Associates, LLC Two Rivers Insurance Company, Inc. Acquisition World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc.

MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.

 December 2020 BRP Group, Inc. Burnham Benefits Insurance Services, Inc. Acquisition BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc.

MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.

 December 2020 The Hilb Group, LLC privately-held insurance agency in Michigan Acquisition The Hilb Group, LLC has acquired privately-held insurance agency in Michigan

MarshBerry was financial adviser to the Seller

 December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.

 December 2020 American Insurance, Inc  a privately-held insurance agency in North Dakota Acquisition American Insurance, Inc  has acquired a privately-held insurance agency in North Dakota

MarshBerry was financial adviser to the Seller

 December 2020 Heffernan Insurance Brokers Porter & Curtis, LLC Acquisition Heffernan Insurance Brokers has acquired Porter & Curtis, LLC

MarshBerry was financial adviser to Porter & Curtis, LLC

MarshBerry Latest

E&S MARKET STRENGTH TO CONTINUE IN 2021

U.S. E&S insurance sector continues its healthy pace of growth with the top 3 stamping offices reporting strong premium increases in 1Q21.
E&S MARKET STRENGTH TO CONTINUE IN 2021
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