Source: MarshBerry proprietary financial management system Perspectives for High Performance (PHP). Results based on available historic information within PHP. For illustrative purposes only. Individual results may vary. Past Performance not indicative of future results. Data as of 12/31/2024, last accessed 6/5/2025. EBITDA: Earnings Before Interest, Taxes, Depreciation, & Amortization.
Executive Peer Membership
BENCHMARK PERFORMANCE. SHARE RESOURCES. DRIVE ACOUNTABILITY.
MarshBerry Connect
THINK BETTER TOGETHER
MarshBerry Connect is an executive peer exchange that enables members to out-perform, out-earn, and outlast their competition.
MarshBerry Connect membership is for firms who believe in learning from the successes of leaders who have gone before them. The ability to test out a course of action through others’ experiences allows you to focus on what is most important: the strategies that have the greatest likelihood of success. Whether your goal is to double in size every five years or maximize profitability, you will meet Connect members who share the same objectives. Membership is by invitation only.
EBITDA Comparison
Organic Growth
Source: MarshBerry proprietary financial management system Perspectives for High Performance (PHP). Results based on available historic information within PHP. For illustrative purposes only. Individual results may vary. Past Performance not indicative of future results. Data as of 12/31/2024, last accessed 6/5/2025.
Case in Point: A MarshBerry Case Study
Learn how an owner of an East Coast firm turned to MarshBerry to gain an outside perspective and guidance on reaching increased revenue and marketing share goals.
MEMBERSHIP BENEFITS OVERVIEW
BENCHMARK PERFORMANCE
- Customized reporting package that includes firms’ performance compared to peer-group and industry
- Account access via online portal for advanced data and data analysis
- Operational improvement assessments – survey tools to understand current state of employee engagement, sales culture and talent culture
BUSINESS OPTIMIZATION RESOURCES
- Training and Educational webinars exclusively for members
- Templates, tools and handbooks for process improvements
- Discounts and access to MarshBerry thought leadership content and events
- Access to strategic partnerships, in conjunction with FirstChoice, a MarshBerry Company.
- Risk Placement Team access through FirstChoice.
EXECUTIVE PEER EXCHANGE & ACCOUNTABILITY
- Appointed to designated Executive Peer Group (SIG – Strategic Issues Group)
- Dedicated MarshBerry Strategy Advisor
- Quarterly performance calibration with SIG focused on organic growth action items
- Attendance at MarshBerry Connect Summits including formalized peer exchange sessions, state of the industry presentations, keynote addresses, and strategic thought leadership discussions.
Executive Peer Exchange Summit
Membership comes with a multitude of benefits and opportunities to network and connect with executives including executive forums. At these Summits members come together in their Strategic Issues Groups (SIGs) to share solutions and strategies that go beyond the surface and provide real-time actionable ideas. The summits are facilitated throughout the year by MarshBerry industry experts and are hosted at various locations throughout the U.S.
Check out highlights from our most recent MarshBerry Connect Summit.
Proof Is In The Numbers
Market Leader
140+
MarshBerry Connect Members
$78.9B+
Aggregate Revenue of Connect Members
$85.3M+
Average Revenue of Connect Member Firms
7+
Years is the Average Membership Tenure
25+
Years of Active Peer Exchange for MarshBerry
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. The team also specializes in increasing the value of firms, as well as strategic business planning and perpetuation planning. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.