Category Archive: Financial Advisory

With a continuing hard market, possible underwriting losses and macroeconomic uncertainty looming, what additional strategies can insurance brokers (especially independent brokers) use to weather the storm?

 

 

M&A activity is increasing after slow start with private equity buyers leading the volume of deals. Meanwhile, interest in specialty brokers is on the rise, with valuations surpassing retail brokers for the first time.

If you’re considering a sale of your insurance agency or brokerage, do you have a process that allows you to meet the right prospective buyers who are a fit for your goals and priorities?

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?

M&A activity starts to heat up as the industry heads into the back half of the year – starting with a MarshBerry advised investment between Foundation Risk Partners and Partners Group.

As the yield on the 10-year Treasury note drops below the yield on the two-year note, is the market prepared to declare the yield curve inversion a perfect predictor for recession? If so, what does that mean for the insurance industry?

As Business Insurance magazine releases its 2022 list of Top 100 Brokers of U.S. Business – John Wepler, Chairman & Chief Executive Officer at MarshBerry, talks about the state of insurance during a transformative time for the industry.

WASA, which shows the average of the shareholder’s age weighted by the percentage of stock they own, can potentially signal a firm’s need for a perpetuation strategy.

While the headline of “highest inflation rate in 40 years” dominates the news – there were even stronger price increases in many of the categories within the Consumer Price Index (CPI) that paint a more troubling picture for consumers.

Concern continues to build across the broader investment community as inflation, as measured by the consumer price index (CPI), rose 8.6% from a year ago.  Economists had expected an increase