Valuations of specialty organizations have meaningfully increased since 2020 and are still making new heights for the largest and best in class firms. However, median valuations around specialty firms (and all brokers in general) actually decreased from 2022 to 2023 as the market is in transition due to a more challenging capital market environment. Join us in this short video that touches on the operating characteristics sought after by buyers in the marketplace.
To The Point: A MarshBerry Video Series
Valuation Dynamics – Best in class specialty insurance distributors achieve new heights.
May 2, 2024
MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.
