At MarshBerry’s 360 Forum, Carl Bloomfield, President & Chief Operating Officer of Graham Company, A Marsh & McLennan Agency, shares with Phil Trem, MarshBerry President, the leadership principles that guided his firm’s transition from an independent agency to Marsh & McLennan Agency (MMA).
Rather than focusing solely on scale, Graham Company prioritized two non-negotiables: preserving its culture and maintaining the autonomy that made the firm successful. Carl explains that MMA stood out because it was committed to partnership rather than integration for its own sake. He says the question, “How will you make us better?” reflected a relationship built on genuine collaboration and shared success.
Watch the conversation to hear Carl’s firsthand perspective on evaluating partners, protecting what matters most, and building a stronger organization without compromising its identity.
