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

MarshBerry was financial adviser to the Seller

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 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

July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC

July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance

July 2021 BRP Group, Inc. RogersGray, Inc. Acquisition BRP Group, Inc. has acquired RogersGray, Inc.

MarshBerry was the financial adviser to RogersGray, Inc.

June 2021 AssociatedPartners, Inc. Sterling Insurance Group Acquisition AssociatedPartners, Inc. has acquired Sterling Insurance Group

MarshBerry was the financial adviser to Sterling Insurance Group

June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has acquired Socius Insurance Services, Inc.

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

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

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Are You the Blender or a Blendee?

Although the environment is highly favorable for insurance brokerages to sell, some owners are still not utilizing an advisor.