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Industry Insights & Trends

MarshBerry’s To the Point video series provides timely insights from MarshBerry executives on industry trends. These quick videos highlight recent transactions, showcase industry thought leaders, and how your firm might be impacted by the rapidly changing market. 

Explore All To The Point Posts

February 3, 2025

2024 Update: Transactions of Specialty Firms Plummet While Valuation Soars

by George Bucur
After transactions in the U.S. related to the delegated authority and wholesale broker (collectively “specialty”)...
December 17, 2024

Value Maximization Series: Firm Size & Underwriting Results

by George Bucur
The fifth episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
December 6, 2024

Take Control of Your Business’s Future—Start Planning Today

by James Graham
Proactive planning is the key to shaping the future of your business. Without it, you risk losing value over time, as...
December 5, 2024

Understanding Business Value: Unpacking the Numbers

by James Graham
Business value goes beyond just financial metrics, focusing on the underlying story that influences a company’s worth. By...
December 5, 2024

The Downstream Momentum of Value: Nvidia vs. Intel

by James Graham
The relationship between value and culture creates a powerful momentum for growth, as seen in the contrast between Nvidia...
December 5, 2024

The Real Value in Valuation Understanding the Drivers Behind the Equation

by James Graham
If you’re a business owner, you’re probably well aware that understanding the value of your business is critical to...
December 5, 2024

Value Your business and Chart the Course for the Future

by James Graham
Most business owners don’t fully understand the value of their company or the factors driving that valuation. This...
December 5, 2024

Value Maximization Series: Business Concentrations

by George Bucur
The fourth episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
November 15, 2024

Value Maximization Series: Management & Leadership

by George Bucur
The third episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
November 11, 2024

Value Maximization Series: Systems & Processes

by George Bucur
The second episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
November 8, 2024

How Specialization Elevates Producers from Generalists to Trusted Advisors

by Brandon Hardesty
Experienced producers recognize their true value lies in understanding and addressing industry-specific challenges, becoming...
October 28, 2024

Value Maximization Series: Growth

by George Bucur
The first episode of a five-part series on value maximization for delegated authority and wholesale broker firms....
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...
October 3, 2024

Solving for Non-Producing Producers: Creating Strategies for Sustained Growth

by Don Folino
Complacency among producers in the insurance industry can lead to unexpected losses and hinder financial stability. To...
October 2, 2024

Empowering Account Executives to Create Long-Term Growth

by Jessica Orange
Account Executives (AEs) play a crucial role in client satisfaction and retention, and successful firms are increasingly...
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...
August 15, 2024

Key Factors in Balancing Profit and Revenue for Business Valuation

by Rob Madore
Explore the significance of revenue and profit metrics in evaluating a business’s health and strategic planning. Learn...
August 12, 2024

How to Minimize “Key Person Dependency” to Boost Value

by Rob Madore
How often do you assess your business for concentration risk among clients and human capital, considering that the wealth...
August 5, 2024

Leveraging Equity Spread to Increase Enterprise Value

by Rob Madore
In the wealth management industry, understanding and increasing your firm’s Enterprise Value is crucial for long-term...
July 30, 2024

Internal vs. External Value: What’s Behind the Difference Between Them?

by Rob Madore
If someone asked you today what the value of your business is, could you answer them with certainty? Are you aware of the...
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Recent Transactions

Explore MarshBerry Transactions Explore Industry Transactions
February 2025 HUB International Limited Mayfield Insurance, Inc. HUB International Limited has acquired Mayfield Insurance, Inc.

MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†

 January 2025 Afore Insurance Services, LLC Broussard And Associates, Inc. Acquisition Afore Insurance Services, LLC has acquired Broussard And Associates, Inc.

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

 January 2025 Harper the minority stake securing full independency

HARPER has acquired the minority stake securing full independency

MarshBerry served as the financial advisor to Harper Insurance

 January 2025 Epic Insurance Brokers & Consultants Ames & Gough

Epic Insurance Brokers & Consultants has acquired a book of business from Ames & Gough

MarshBerry served as the financial advisor to Epic Insurance Brokers & Consultants

 January 2025 Trucordia Rusty Healy Agency, Inc. Trucordia has acquired Rusty Healy Agency, Inc.

MarshBerry served as the financial advisor to Trucordia

 January 2025 Trucordia CADA Insurance Trucordia has acquired CADA Insurance

MarshBerry served as the financial advisor to CADA Insurance†

 January 2025 Alera Group, Inc. Kaplansky Insurance Agency, Inc. Alera Group, Inc. has acquired Kaplansky Insurance Agency, Inc.

MarshBerry served as the financial advisor to Kaplansky Insurance Agency, Inc.†

 January 2025 Smith-Feike-Minton, Inc. Heskett Insurance Agency, Inc. Smith-Feike-Minton, Inc. has acquired Heskett Insurance Agency, Inc.

MarshBerry served as the financial advisor to Heskett Insurance Agency, Inc.†

 December 2024 OneDigital Mylo, LLC

OneDigital has acquired the Small Group Benefits assets of Mylo, LLC

MarshBerry served as the financial advisor to Mylo, LLC†

 December 2024 The GrECo Group Comergon The GrECo Group has invested in Comergon

MarshBerry served as the financial advisor to Comergon

 December 2024 Wealth Enhancement Group, LLC VanceGray Wealth Management, Inc. Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.

MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†

 Toggle Transaction Details 12/31/24 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.

MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†

 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. Buyer: Wealth Enhancement Group, LLC Seller: VanceGray Wealth Management, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.† December 2024 Arthur J. Gallagher & Co. Sheila J. Butler & Company, Inc. Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc.

MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†

 Toggle Transaction Details 12/6/24 Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc.

MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†

 Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Sheila J. Butler & Company, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.† December 2024 Choice Financial Group, LLC Employee Benefits of Virginia Choice Financial Group, LLC has acquired Employee Benefits of Virginia

MarshBerry served as the financial advisor to Choice Financial Group, LLC

 Toggle Transaction Details 12/13/2024 Choice Financial Group, LLC has acquired Employee Benefits of Virginia

MarshBerry served as the financial advisor to Choice Financial Group, LLC

 Choice Financial Group, LLC has acquired Employee Benefits of Virginia Buyer: Choice Financial Group, LLC Seller: Employee Benefits of Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Choice Financial Group, LLC December 2024 The Hilb Group, LLC Texas-Based Business

The Hilb Group, LLC has acquired a Texas-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 December 2024 MFM Holding LTD Willis Owen Limited Acquisition MFM Holding LTD has acquired Willis Owen Limited

MarshBerry served as the financial advisor to Willis Owen Limited

 December 2024 Alliant Insurance Services, Inc. Union First Insurance Solutions Acquisition Alliant Insurance Services, Inc. has acquired Union First Insurance Solutions

MarshBerry served as the financial advisor to Union First Insurance Solutions†

 November 2024 HUB International Limited Global Ag Risk Solutions Acquisition HUB International Limited has acquired Global Ag Risk Solutions

MarshBerry served as the financial advisor to Hub International Limited

 Toggle Transaction Details 11/18/24 HUB International Limited has acquired Global Ag Risk Solutions

MarshBerry served as the financial advisor to Hub International Limited

 HUB International Limited has acquired Global Ag Risk Solutions Buyer: HUB International Limited Seller: Global Ag Risk Solutions MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2024 Brightstone Specialty Group DMI Insurance Services and South Valley Claims Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims

MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†

 Toggle Transaction Details 11/2024 Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims

MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†

 Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims Buyer: Brightstone Specialty Group Seller: DMI Insurance Services and South Valley Claims MarshBerry Advisory Role: MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims† November 2024 Specialist Risk Group Limited One Claim Limited Specialist Risk Group Limited has acquired One Claim Limited

MarshBerry served as the financial advisor to One Claim Limited

 November 2024 Inszone Insurance Services, Inc. The Insurance Loft Inszone Insurance Services, Inc. has acquired The Insurance Loft

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital