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Distribution Services & Underwriting Advisory Services

Facilitating introductions for new business development and strategic partnerships

No two firms are the same. That’s why partnering with an investment banker from MarshBerry gives you a truly customized solution. From helping you raise Equity Capital or Debt Capital, you have confidence in the process. Advisors work with you to provide strategic and operational consulting.

InsurTech
Insurance Carriers
Reinsurance Brokers
Captive Managers
ART Markets
Private Equity
Premium Finance
Family Offices
Pension Plans
Specialty Insurance
Bank and non-Bank Debt Providers
Domestic & International Debt Providers

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Retail & Specialty Insurance Brokerage

View More The Insurance Brokerage landscape is constantly changing.  P&C clients have confidence and trust in the experience, extensive knowledge, and expertise of MarshBerry Advisors.  View More

Wealth & Retirement Plan Advisory

View More MarshBerry brings intrinsic expertise and market reach that is customized for Wealth Advisory and Retirement Planning firms navigating the changing and challenging market. View More

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October 9, 2024

Valuation Drivers of Specialty Insurance Distributors

by George Bucur
Understanding a firm’s valuation is prudent as business owners seek to grow wealth.  Valuation represents the financial worth of the business based on factors such as earnings, growth potential,
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September 4, 2024

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

by George Bucur
In this update, George Bucur, Managing Director, and Co-Head of MarshBerry’s Specialty Practice, discusses the current state of transaction activity and valuations within the delegated authority
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June 6, 2024

The Thriving M&A Landscape for L&H Specialty Distributors

by George Bucur
Transaction activity of specialty firms has held strong in the face of market headwinds such as increased capital costs and availability. One of the trends supporting this transaction activity
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May 2, 2024

Valuation Dynamics – Best in class specialty insurance distributors achieve new heights.

by George Bucur
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
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April 25, 2024

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

by George Bucur
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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April 23, 2024

Shifts In The Specialty Insurance Distribution Landscape Present Challenges

by George Bucur
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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December 7, 2023

Seeking Growth – US Based Buyers Look to Europe.

by George Bucur
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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