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July 11, 2025

Large Deals Shifting the Dynamic in the Wealth Advisory M&A Space

by Kim Kovalski & John Orsini
With a record number of deals in Q2 – larger wealth advisory deals begin to reshape the playing field as firms race to...
July 11, 2025

Rewards and Consequences: Keys to Boosting Producer Productivity

by Don Folino
As the insurance brokerage industry continues to evolve, so too must the strategies firms use to drive producer performance.
July 7, 2025

The Strategic Sale: Turning Your RIA Exit Into Leadership Evolution

by Tina Hohman
For many Registered Investment Advisor (RIA) owners, selling their firm is often framed as a finish line—but what if...
June 30, 2025

Not All Agency Networks Are Created Equal

by Jason Juarez
There are effective strategies to navigate the aggressive agency network landscape and a framework to help you find a...

Insurance

July 11, 2025

Rewards and Consequences: Keys to Boosting Producer Productivity

by Don Folino
As the insurance brokerage industry continues to evolve, so too must the strategies firms use to drive producer performance.
June 30, 2025

Not All Agency Networks Are Created Equal

by Jason Juarez
There are effective strategies to navigate the aggressive agency network landscape and a framework to help you find a...
June 19, 2025

Workforce Planning: The Most Overlooked Growth Lever

by Bryan Lake
Well-run insurance brokerage firms use metrics like sales velocity to influence their business decisions, including...
May 29, 2025

Pathways to Increasing Equity Value, Part I: Generating Consistent Organic Growth in a Changing Market Environment

by James Graham
Growth is essential to the survival and success of any business. It’s not only about increasing revenue or scaling...

Financial Advisory

March 7, 2025

Bigger is Better: How Specialty Firms are Gaining Market Clout

by George Bucur
As large specialty firms continue to consolidate and grow at a faster clip – gaining even greater market clout – how can...
February 10, 2025

Record-Breaking Wealth Advisory M&A Activity Continues in January 2025

by John Orsini
The momentum of M&A activity in the wealth advisory space from 2024 carried over into 2025 with a strong showing in...
January 14, 2025

The Tax Cuts and Jobs Act: Procrastination Could Be Costly

by Brian Refici
The TCJA offers tremendous tax advantages to those looking to transfer assets or sell their firm outright. 2025 may be the...
January 2, 2025

Top 10 Today’s ViewPoint Articles of 2024

by MarshBerry
It’s been another busy year for the insurance industry and insurance brokers. Here’s a look back at the most popular...
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June 2025 HUB International Limited Wycoff Insurance Agency, Inc. Acquisition HUB International Limited has acquired Wycoff Insurance Agency, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 June 2025 HUB International Limited Fenner & Esler Agency Acquisition HUB International Limited has acquired Fenner & Esler Agency

MarshBerry served as the financial advisor to Fenner & Esler Agency†

 May 2025 Cerity Partners LLC ERn-CD Arizona, LLC dba Canopy Wealth Management Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management

MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†

 May 2025 Inszone Insurance Services, LLC LJ Insurance, Inc. Acquisition Inszone Insurance Services, LLC has acquired LJ Insurance, Inc.

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

 May 2025 HUB International Limited Guru of Insurance Acquisition HUB International Limited has acquired Guru of Insurance

MarshBerry served as the financial advisor to HUB International Limited

 April 2025 The Hilb Group, LLC a Maine-Based Business Acquisition The Hilb Group, LLC has acquired a Maine-Based Business

MarshBerry served as the financial advisor to the Seller†

 April 2025 World Insurance Associates, LLC Abacus Insurance & Financial Services, LLC Acquisition World Insurance Associates, LLC has acquired Abacus Insurance & Financial Services, LLC

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 April 2025 Arthur J. Gallagher & Co. Imbs Holdings, Inc. Acquisition Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025 Keystone Agency Partners Thomas-Fenner-Woods Agency, Inc. Acquisition Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc.

MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†

 April 2025 HUB International Limited Henriott Group, Inc. Acquisition HUB International Limited has acquired Henriott Group, Inc.

MarshBerry served as the financial advisor to Henriott Group, Inc.†

 March 2025 HUB International Limited Meyer & Rosenbaum, Inc. Acquisition HUB International Limited has acquired Meyer & Rosenbaum, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 HUB International Limited Employee Benefit Associates, Inc. Acquisition HUB International Limited has acquired Employee Benefit Associates, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 King Risk Partners, LLC a Kentucky-Based Business Acquisition King Risk Partners, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to King Risk Partners, LLC

 March 2025 King Risk Partners, LLC a Massachusetts-Based Business Acquisition King Risk Partners, LLC has acquired a Massachusetts-Based Business

MarshBerry served as the financial advisor to King Risk Partners, LLC

 March 2025 Balance Partners, LLC Vanguard Specialty, LLC Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC

MarshBerry served as the financial advisor to Vanguard Specialty, LLC†

 March 2025 Aquiline Capital Partners, LLC Intercare Holdings, Inc.

Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.

MarshBerry served as the financial advisor to Intercare Holdings, Inc.†

 March 2025 Novatae Risk Group, LLC AJAX Specialty Insurance Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

 February 2025 Wealth Enhancement Group, LLC First International Bank & Trust Acquisition

Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust

MarshBerry served as the financial advisor to First International Bank & Trust†

 February 2025 Composition Wealth, LLC Vinoble Group Acquisition Composition Wealth, LLC has acquired Vinoble Group

MarshBerry served as the financial advisor to Vinoble Group†

 February 2025 HUB International Limited Drayton Valley Insurance Agency Ltd. Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd.

MarshBerry served as the financial advisor to HUB International Limited
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital