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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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DOES YOUR FIRM HAVE A SALES CULTURE?

by Brandon Hardesty December 1, 2022
An effective sales culture encompasses the who, what and why of a firm’s values, but must also create a sustainable and supported environment where producers can develop and drive revenue growth.
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WEALTH ADVISORY M&A ACTIVITY LOOKS TO FINISH STRONG IN 2022

by John Orsini November 28, 2022
With private equity backed buyers leading the charge, wealth advisory firms continue to be highly sought-after targets for partnership or acquisition. Despite a gloomy economic environment, 2022 looks to finish the year in record total deal territory.
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THE TOP 100 INSURANCE BROKERS LIST: THE BIG ARE GETTING BIGGER

by MarshBerry August 22, 2022
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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Hold, Fold OR Double Down? Part 1

by Brian Refici March 30, 2022
If business were a game of poker, insurance firms, consisting of agency and brokerage owners, have enjoyed a royal flush over the last several years. Learn more about insurance company investment strategy at MarshBerry.
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Most Recent

DOES YOUR FIRM HAVE A SALES CULTURE?

by Brandon Hardesty December 1, 2022
An effective sales culture encompasses the who, what and why of a firm’s values, but must also create a sustainable and supported environment where producers can develop and drive revenue growth.
Read More

SECURING GROWTH CAPITAL IN AN UNCERTAIN MARKETPLACE

by Gerard Vecchio November 29, 2022
As insurance agency and brokerage owners survey the current macroeconomic environment, what part can “growth capital” play in helping them reach their growth objectives, without losing control over their firm’s destiny?
Read More

WEALTH ADVISORY M&A ACTIVITY LOOKS TO FINISH STRONG IN 2022

by John Orsini November 28, 2022
With private equity backed buyers leading the charge, wealth advisory firms continue to be highly sought-after targets for partnership or acquisition. Despite a gloomy economic environment, 2022 looks to finish the year in record total deal territory.
Read More

SPECIALTY INSURANCE M&A ACTIVITY REMAINS STRONG IN 2022

by George Bucur November 22, 2022
Despite a gloomy economic environment, specialty insurance brokers continue to be highly sought-after M&A targets due to their expertise in specialized and niche risks during a very volatile time.
Read More

Insurance

DOES YOUR FIRM HAVE A SALES CULTURE?

by Brandon Hardesty December 1, 2022
An effective sales culture encompasses the who, what and why of a firm’s values, but must also create a sustainable and supported environment where producers can develop and drive revenue growth.
Read More

SECURING GROWTH CAPITAL IN AN UNCERTAIN MARKETPLACE

by Gerard Vecchio November 29, 2022
As insurance agency and brokerage owners survey the current macroeconomic environment, what part can “growth capital” play in helping them reach their growth objectives, without losing control over their firm’s destiny?
Read More

SPECIALTY INSURANCE M&A ACTIVITY REMAINS STRONG IN 2022

by George Bucur November 22, 2022
Despite a gloomy economic environment, specialty insurance brokers continue to be highly sought-after M&A targets due to their expertise in specialized and niche risks during a very volatile time.
Read More

HOW MUCH ROOM IS LEFT IN M&A VALUATIONS?

by John Wepler November 14, 2022
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?
Read More

Financial Advisory

SPECIALTY INSURANCE M&A ACTIVITY REMAINS STRONG IN 2022

by George Bucur November 22, 2022
Despite a gloomy economic environment, specialty insurance brokers continue to be highly sought-after M&A targets due to their expertise in specialized and niche risks during a very volatile time.
Read More

HOW MUCH ROOM IS LEFT IN M&A VALUATIONS?

by John Wepler November 14, 2022
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?
Read More

RUMORS SWIRL ABOUT M&A SLOWDOWN – BUT ACTIONS SPEAK LOUDER THAN WORDS

by Phil Trem November 9, 2022
Everyone is talking about a pending recession and rising interest rates. There’s even more talk about the availability and cost of debt. But with demand outpacing supply, and valuations at all-time highs – capital is still being raised and invested in the insurance distribution space.
Read More

M&A VALUATIONS ARE STILL STRONG, BUT THERE ARE CRACKS IN THE FOUNDATION

by Phil Trem October 7, 2022
M&A activity is still robust, and valuations continue to rise, with average multiples hitting all–time highs. But there are some signs that the incredible run might be slowing down.
Read More
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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
November 2022 Relation Insurance Services, Inc. Garrity Insurance Acquisition

Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance.

 November 2022 ICON an AIMCOR Consolidated Company McQueen Kalligan Insurance Services, Inc.

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

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

 November 2022 Alliant Insurance Services Trivedi Capacity Associates Acquisition

Alliant Insurance Services has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

 November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group, LLC. has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions

 November 2022 Ryan Specialty Group Centurion Liability Insurance Services Acquisition

Ryan Specialty Group has acquired Centurion Liability Insurance Services

MarshBerry served as the financial advisor to Ryan Specialty Group

 November 2022 Hub International Limited Bridgecreek Investment Management, LLC Acquisition

Hub International Limited has acquired Bridgecreek Investment Management

MarshBerry served as the financial advisor to Hub International

 October 2022 Risk Strategies Insurance Brokerage, Inc. Wallace Specialty Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has Acquired Wallace Specialty Insurance Group 

MarshBerry served as the financial advisor to Wallace Specialty Insurance Group

 October 2022 Alera Group, Inc. Murray Insurance Agency Acquisition

Alera Group, Inc. has acquired Murray Insurance Agency

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

 October 2022 RSC Insurance Brokerage, Inc. Relation Insurance Services Acquisition

RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services

MarshBerry served as the financial advisor to Relation Insurance Services

 October 2022 Alera Group, Inc. Haylor, Freyer & Coon, Inc. Acquisition

Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.

MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.

 October 2022 World Insurance Associates, LLC Hawkeye Wholesale Insurance Services Acquisition

World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services

MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services

 October 2022 Hub International Limited Guide Insurance Services Acquisition

Hub International Limited has acquired Guide Insurance Services, Inc.

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

 October 2022 World Insurance Associates LLC. CDR Insurance Group Inc. Acquisition

World Insurance Associates, LLC. has acquired CDR Insurance Group Inc 

MarshBerry served as the financial advisor to World Insurance Associates, LLC.

 September 2022 Alera Group Greenhill Insurance Services Acquisition

Alera Group has acquired Greenhill Insurance Services 

MarshBerry served as the financial advisor to Greenhill Insurance Services

 September 2022 Alera Group, Inc. Arista Consulting Group Acquisition

Alera Group, Inc. has acquired Arista Consulting Group

MarshBerry served as the financial advisor to Arista Consulting Group

 September 2022 Partners Group Foundation Risk Partners Acquisition

Partners Group has invested in Foundation Risk Partners

MarshBerry served as the financial advisor to Foundation Risk Partners

 August 2022 BIM Group Snowden & Associates, Inc. Acquisition

BIM Group has acquired Snowden & Associates, Inc.

MarshBerry served as the financial advisor to BIM Group

 August 2022 Hub International Limited ESP Insurance Brokerage, LLC Acquisition

Hub International Limited has acquired ESP Insurance Brokerage, LLC

MarshBerry served as the financial advisor to ESP Insurance Brokerage, LLC

 August 2022 World Insurance Associates, LLC Brookside General Insurance Services, Inc. Acquisition

Scottish American has acquired Brookside General Insurance Services, Inc.

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

 August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC