Today's Viewpoint: A MarshBerry Publication

Lending To Brokerage Firms In A Pandemic

October 15, 2020
Gerard Vecchio

An interview with Paul Thivierge, Director, Commercial Banking – BMO Harris Bank

In Today’s ViewPoint, Gerard Vecchio, Managing Director – MarshBerry, and Paul Thivierge, Director, Commercial Banking – BMO Harris Bank, discuss lending to insurance brokerage firms during a pandemic.

Gain insight into potential changes for brokers when looking for debt capital, what lies ahead for dividend recaps, and how policy counts in an increasing rate environment might affect going to market for financing.

If you have questions about Today’s ViewPoint or would like to learn more about the availability of debt capital in the insurance brokerage market, please email or call Gerard Vecchio, Managing Director, at 212.972.4886.

Mark Your Calendars!

Interested in learning more about current debt & equity market dynamics, and why raising capital is the smartest decision you can make in 2020? MarshBerry is hosting its 15th Annual IMPACT Summit on Tuesday, November 10 starting at 1 pm ET. Registration opens soon!

Subscribe to MarshBerry’s Today’s ViewPoint blog for the latest news and updates and follow us on social media.

Investment banking services offered through MarshBerry Capital, Inc., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, Ohio 44122 (440.354.3230)

Contact Gerard Vecchio
If you have questions about Today's ViewPoint, or would like to learn more about how MarshBerry can help your firm determine its path forward, please email or call Gerard Vecchio, Managing Director, Specialty Practice Co-Head, at 212.972.4886.

MarshBerry continues to be the #1 sell side advisor in the industry (as ranked by S&P Global). If you’re considering selling your firm, we are the best choice to help you through the complicated process. If you don’t hire MarshBerry, hire a reputable advisor that can help you navigate one of the most important business decisions you will ever make. You will be much better off having an advisor in your corner that knows the industry than trying to do this on your own.

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