Successful acquisitions start with understanding what matters most to sellers. By creating authentic, lasting partnerships, buyers can deliver value that extends beyond the numbers.
Extending the conversation from MarshBerry’s Peak Performance Summit, Pete Kampf, MarshBerry Vice President, sits down with AJ Cericola, Chief Acquisitions Officer of Balance Partners, to discuss how Balance Partners’ intentionally selective acquisition strategy led them to become one of the top acquirers in 2025.
Hear from Pete and AJ on:
- The role of organic growth in supporting a successful acquisition strategy
- What buyers are evaluating beyond revenue and valuation multiples
- The impact of market conditions on M&A activity and future valuations
- Why diversification remains a critical advantage through market cycles
Watch the full conversation to gain valuable insight into the evolving specialty insurance intermediary M&A landscape.
