MarshBerry Launches Industry-Leading Insurance Brokerage Market Report

WayPoint aims to provide timely data to allow insurance agencies and brokerages easily packaged insights to drive key business decisions.

September 22, 2022

Woodmere, OH,  September 22, 2022 – MarshBerry, a leading investment banking and consulting firm serving the Insurance Distribution and Wealth Management industries, has launched  a new monthly insurance brokerage market report – WayPoint.

WayPoint offers a deeper level of insight and guidance to help insurance agencies and brokers drive key business decisions. Each WayPoint edition offers:

•Macroeconomic indicators

•Industry insights from MarshBerry proprietary databases

•Highlights from the M&A market

•Performance and insights on the public broker composite

“As a preeminent industry consulting and advisory firm, we know the value of key data and insights to help agency and brokerage owners in this space stay current on the areas that affect their business,” said John Wepler, MarshBerry Chairman & CEO.

WayPoint is not just aggregated industry headlines but rather insightful content that connects what’s happening in the market to how it may impact firms now and down the road.

“The foundation of our firm includes extensive proprietary and custom research, rich industry data, best practices, and hands-on practical applications that’s intended to help firms drive key business decisions. WayPoint organizes and synthesizes this information into four concise modules allowing your firm leadership to remain current on what’s happening in the market around you.”

Find your way to the latest monthly edition.

MarshBerry – Helping Clients Learn, Improve & Realize Value

Founded in 1981, MarshBerry serves the insurance distribution and wealth management industries including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and FirstChoice – Aggregation. Learn more at

Investment banking services offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., LLC.