To The Point: A MarshBerry Video Series

Mid-Year Update on Specialty M&A Transactions and Valuations

August 2, 2023

George Bucur, MarshBerry Managing Director and Specialty Practice Co-Lead with a mid-year update on specialty M&A transactions and valuations.

George Bucur

Specialty broker and underwriting agent transaction activity is down through the midway point of 2023.  However, even in the face of constricting capital availability and expanding costs, valuations continue to hold their ground when compared to the historical peak valuations for well run organizations. Within this update we address factors influencing transaction activity and valuations.   

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Recent Articles

April 25, 2024

Bucking The Trend – M&A Transaction Activity of Specialty Distributors Hits Historic High

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Transaction activity of delegated authority enterprises and wholesale brokers (i.e. specialty firms) hit an all-time high in 2023 with M&A activity essentially remaining flat since 2021.
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Shifts In The Specialty Insurance Distribution Landscape Present Challenges

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Specialty distributors saw rapid premium growth and expansion in 2023. While this is expected to continue, there are also major pressures that will impact the future of specialty distribution.
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Seeking Growth – US Based Buyers Look to Europe.

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There is a push of US-based (primarily public) buyers moving into Europe and a significant trend is that they are using UK as the gateway into the rest of continental Europe. What are the
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November 2, 2023

Specialty Premium Growth Continues to Impress, but Are Cracks Forming in the Foundation?

by George Bucur
Specialty premiums are expected to produce $180 billion and comprise ~20% of the P&C marketplace in 2023.  Some have characterized the delegated authority segment as being in its Golden Age and the excess and surplus market is on fire experiencing both rate increases and a continued influx of policies.  However, with foundational cracks starting to show, is this growth rate sustainable?  
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