To The Point

Home » Perspectives » To The Point
Green coniferous forest lit by sunlight

Industry Insights & Trends

MarshBerry’s To the Point video series provides timely insights from MarshBerry executives on industry trends. These quick videos highlight recent transactions, showcase industry thought leaders, and how your firm might be impacted by the rapidly changing market. 

Explore All To The Point Posts

September 3, 2025

Value Maximization: Strategic Alignment in MarshBerry’s M&A Process

by George Bucur
This is the fourth episode of a multi-part series on MarshBerry’s proprietary M&A and capital raise process. This...
August 1, 2025

Value Maximization: Marketing in MarshBerry’s M&A Process

by George Bucur
This is the third episode of a seven-part series on MarshBerry’s proprietary M&A and capital raise process. This...
July 9, 2025

Value Maximization: Laying the Foundation: Pre-Diligence in MarshBerry’s M&A Process

by George Bucur
This is the second episode of a seven-part series on MarshBerry’s proprietary M&A and capital raise process. This...
July 6, 2025

The Undercurrent of Business Sustainability

by James Graham
Ever wonder what truly fuels long-term success? Organic growth at every stage of your business! Organic growth generates...
June 26, 2025

Driving Organic Growth Through Human Capital Strategy

by James Graham
Forget market trends and economic forecasts. The untapped potential for explosive growth in your insurance business is...
June 18, 2025

The Pareto Principle at Play in Your Book of Business

by James Graham
The 80/20 rule, or Pareto Principle, asserts that 80% of results come from just 20% of efforts. In the context of the...
June 12, 2025

Valuation Maximization – MarshBerry’s Proprietary M&A and Capital Raise Process in Six Steps

by George Bucur
This is the first episode of a seven-part series on the M&A and capital raise process. These transactions are generally...
June 12, 2025

Unlocking Growth with Positioning and Specialization

by James Graham
Specialization can help you build stronger client relationships, moving you out of a transactional role and into the role of...
May 30, 2025

Market Positioning & Specialization

by James Graham
This video introduces the first part of MarshBerry’s three part “Pathways to Increasing Equity Value” webinar...
March 26, 2025

2024 M&A Trends Reveal Strategic Shifts in Specialty Distribution

by Pete Kampf
A stark change emerged in the M&A landscape for specialty insurance distribution firms in 2024. While the total number...
February 3, 2025

2024 Update: Transactions of Specialty Firms Plummet While Valuation Soars

by George Bucur
After transactions in the U.S. related to the delegated authority and wholesale broker (collectively “specialty”)...
December 17, 2024

Value Maximization Series: Firm Size & Underwriting Results

by George Bucur
The fifth episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
December 6, 2024

Take Control of Your Business’s Future—Start Planning Today

by James Graham
Proactive planning is the key to shaping the future of your business. Without it, you risk losing value over time, as...
December 5, 2024

Understanding Business Value: Unpacking the Numbers

by James Graham
Business value goes beyond just financial metrics, focusing on the underlying story that influences a company’s worth. By...
December 5, 2024

The Downstream Momentum of Value: Nvidia vs. Intel

by James Graham
The relationship between value and culture creates a powerful momentum for growth, as seen in the contrast between Nvidia...
December 5, 2024

The Real Value in Valuation Understanding the Drivers Behind the Equation

by James Graham
If you’re a business owner, you’re probably well aware that understanding the value of your business is critical to...
December 5, 2024

Value Your business and Chart the Course for the Future

by James Graham
Most business owners don’t fully understand the value of their company or the factors driving that valuation. This...
December 5, 2024

Value Maximization Series: Business Concentrations

by George Bucur
The fourth episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
November 15, 2024

Value Maximization Series: Management & Leadership

by George Bucur
The third episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
November 11, 2024

Value Maximization Series: Systems & Processes

by George Bucur
The second episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
has acquired
has invested in
has merged with

Recent Transactions

Explore MarshBerry Transactions Explore Industry Transactions
June 2026 Parallel Advisors, LLC has acquired Eaton Financial Group

MarshBerry served as financial advisor to Eaton Financial Group†

 June 2026 Novacore has acquired Euclid Design Underwriters

MarshBerry served as financial advisor to Euclid Design Underwriters†

 June 2026 alkeme insurance Alkeme Insurance has acquired Blue Sky Insurance Agency

MarshBerry served as the financial advisor to Blue Sky Insurance Agency.†

 May 2026 Hilb Group The Hilb Group, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 May 2026 sunstar insurance Sunstar Insurance Group, LLC has acquired Thomas Harrison & Associates Insurance

MarshBerry served as financial advisor to Sunstar Insurance Group, LLC

 May 2026 king risk partners King Risk Partners, LLC has acquired The Roberts Agency

MarshBerry served as financial advisor to King Risk Partners, LLC

 May 2026 higginbotham mcgohan brabender Acquisition Higginbotham Insurance Agency, Inc. has acquired McGohan Brabender, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

 May 2026 Sequel Insurance Agencies/SIAA has acquired Paris-Kirwan Associates, Inc.

MarshBerry served as the financial advisor to Paris-Kirwan Associates, Inc.†

 May 2026 broadstreet partners bearing insurance Acquisition BroadStreet Partners Group, LLC has acquired Bearing Insurance Group, LLC

MarshBerry served as the financial advisor to Bearing Insurance.†

 May 2026 hub international johannesen farrar Acquisition HUB International Limited has acquired Johannesen Farrar Insurance

MarshBerry served as the financial advisor to Johannesen Farrar Insurance.†

 April 2026 keystone agency partners titan risk solutions Acquisition Keystone Agency Partners has acquired Titan Risk Solutions

MarshBerry served as the financial advisor to Keystone Agency Partners.

 April 2026 higginbotham Acquisition Higginbotham Insurance Agency, Inc. has acquired Harmon Dennis Bradshaw, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

 April 2026 bluespring wealth synthesis wealth Acquisition Bluespring Wealth Partners LLC has acquired Synthesis Wealth Planning

MarshBerry served as the financial advisor to Synthesis Wealth Planning†

 March 2026 Inszone INsurance legacy insurance partners Acquisition Inszone Insurance Services, LLC has acquired Legacy Partners II, LLC

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

 March 2026 Inszone INsurance taylor insurance agency Acquisition Inszone Insurance Services, LLC has acquired Taylor Insurance Agency

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

 March 2026 trucordia JJL&W Insurance Acquisition Trucordia Insurance Services, LLC. has acquired JJL&W Insurance Consulting Firm LLC

MarshBerry Served as the Financial Advisor to JJL&W Insurance Consulting Firm LLC.†

 March 2026 alkeme insurance Alkeme Insurance has acquired LG Insurance Agency

MarshBerry served as the financial advisor to Alkeme Insurance.

 February 2026 vistria group lumen risk Acquisition The Vistria Group, LP has acquired Lumen Holdings, LLC

MarshBerry served as the financial advisor to The Vistria Group, LP

 February 2026 Hilb Group Acquisition The Hilb Group, LLC has acquired a South Carolina-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 February 2026 HR Path Inspire HR Acquisition HR Path has acquired Inspire Human Resources

MarshBerry served as the financial advisor to Inspire Human Resources†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital