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NEWS & VIEWS ON THE INSURANCE BROKERAGE & WEALTH ADVISORY INDUSTRIES 

MarshBerry is dedicated to helping firms Learn, Improve and Realize their fullest potential. Today’s ViewPoint is offered to help you navigate the complexities of advancing your firm at every stage of ownership.

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November 18, 2024

Six Steps to Creating a Thriving Sales Team

by Don Folino
As a sales leader planning for 2025, a core goal should be arming your producers with the tools, insights, and strategies necessary to help them unlock their potential. Here are six steps you can take to prepare your sales team to embrace new challenges, stay competitive, and exceed revenue goals.
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November 15, 2024

Earnings Wrap-Up: Public Insurance Brokers See Strong Q3 2024 Results

by MarshBerry
The largest public insurance brokers reported overall positive earnings results for Q3 2024, which were attributed to a combination of merger activity, strong renewals, and new business growth.
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November 13, 2024

What Does a Republican-Led Government Mean for M&A in 2025?

by Phil Trem
With Donald Trump’s presidential win, a possible Republican trifecta in Washington, and another interest rate cut all occurring in the same week, what can we expect from insurance brokerage M&A? 
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November 11, 2024

Impact Summit 2024: Exploring The Capital Markets at a Political and Economic Inflection Point

by MarshBerry
MarshBerry’s annual Impact Summit couldn’t have occurred at a more opportune time. This year, attendees got to hear industry professionals’ perspectives on the current state of the capital markets – and their future outlook – just one day after the presidential election.
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November 4, 2024

How to Calculate and Understand Business Value

by James Graham
And Why It’s Not Just About the Money. Evaluating a business’s value is essential for owners who want to manage equity while effectively creating transferable and sustainable value.
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October 31, 2024

A Fireside Chat with Nationwide’s Chief Innovation Officer: Chetan Kandhari

by Keith Captain
Catch up on an engaging discussion with Chetan Kandhari, Senior Vice President and Chief Innovation & Digital Officer at Nationwide, and Keith Captain, FirstChoice President, about how insurance agents are leveraging generative AI to handle responsiveness, hyper-personalization, and a more appealing customer experience. 
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October 29, 2024

Aligning Technology Solutions With Business Goals

by Jeff Pireu
In this dynamic insurance brokerage market, getting the fundamentals right is essential for maximizing opportunities and outperforming competitors. Investing in the right technology is more critical than ever to drive organic growth and differentiate your business.  
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October 24, 2024

In Motion 2024: Where Insurance Meets the Future

by Keith Captain
At the FirstChoice In Motion Annual Member Conference, members learned ample ways to help their agencies thrive. Attendees gained exclusive updates on the latest industry issues and trends, including products, innovations, and strategies.
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October 17, 2024

The Right Way to Establish Expectations for New Producers

by Don Folino
Setting expectations for new business numbers for green producers can be a daunting process. Effectively developing and communicating these expectations will ensure clarity, motivation, and long-term growth.
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October 10, 2024

MAX Performer Winners: What Sets Them Apart From The Competition

by Brooke Liu
Regional winners of MarshBerry’s MAX Performer Awards offer detailed insights into strategies and actions that drove the outsized organic growth and success at each of their firms.
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October 3, 2024

Use Insurance Technology As A Partner Not A Replacement

by Brian Refici
Technology can do a lot of things, but fixing broken processes or replacing certain human expertise are still a very long way away. Before you integrate the latest system or add AI, figure out where digital solutions will have the greatest impact in helping you achieve your goals.
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September 26, 2024

Connect Summit 2024: Transformative Forces at Play in Insurance Brokerage

by Shelley Turk
At MarshBerry’s Connect Summit, leaders dove into transformative discussions about carving their path, driving growth, enhancing performance, gaining valuable insights on sales strategies, quality of growth, and adapting to industry dynamics. 
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September 25, 2024

Strategic Planning: Where to Begin Building Your Roadmap to Sustainable Growth

by Rob Madore
As firms grow, the complexities of scaling operations, maintaining client satisfaction, and staying ahead of market trends demand a proactive approach to planning. So, where should you begin in building a strategic plan for your firm?  
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September 24, 2024

Five Ways Wealth And Retirement Advisors Can Build A More Valuable Business

by Brandon Helms
Successful financial advisory firms extend their focus beyond merely accumulating substantial assets under management. They cultivate a cohesive growth strategy that ensures long-term sustainability.
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September 18, 2024

Wealth Advisory 2024 M&A Activity on Pace with 2022

by John Orsini
Through the end of August 2024, M&A activity is neck and neck with the previous deal count record held by 2022.  
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September 17, 2024

Drive Better Sales Velocity: A Key Measure of Growth

by Keith Captain
Sales velocity is a critical metric in determining an agency’s longevity and potential for growth. When this hard market high tide recedes, only those with a sustainable sales process will be prepared to continue driving meaningful organic growth.
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September 17, 2024

M&A Activity For Insurance Brokerage Continues To Heat Up

by Phil Trem
Ahead of the Federal Reserve’s anticipated cut to the federal funds rate, the M&A market for insurance brokerage continues to heat up.
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September 10, 2024

USING 1099 INDEPENDENT CONTRACTORS AS PRODUCERS MAY PRESENT RISKS TO PREDICTABLE ORGANIC GROWTH

by Eric Kuhen
The insurance landscape is constantly changing, and while there are plenty of advantages for insurance brokerages choosing to rely on independent contractors as producers to generate some revenue, there are potential risks to consider.
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September 5, 2024

Navigating the World of AI for Insurance Brokers

by Josh Gibbons & Kevin Dorgan
If you’re considering implementing AI into your business, it’s important to understand the technology’s capabilities, opportunities, options and how it can be used effectively. This article addresses some of the fundamental questions surrounding AI and offers insights into the right path for your company to explore. 
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August 28, 2024

H2 2024 M&A Activity For Insurance Brokerage Starts Off Strong

by Phil Trem
Positive public broker earnings reports and M&A activity tracking higher than last year points towards strong second half for 2024.
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November 2024 HUB International Limited Western Growers Insurance Service, a subsidiary of Western Growers Association HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association

MarshBerry served as the financial advisor to Western Growers Association†

 Toggle Transaction Details 11/4/24 HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association

MarshBerry served as the financial advisor to Western Growers Association†

 HUB International Limited has acquired Western Growers Insurance Service Buyer: HUB International Limited Seller: Western Growers Insurance Service, a subsidiary of Western Growers Association. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Western Growers Association† October 2024 Unison Risk Advisors Avondale Insurance Associates Unison Risk Advisors has acquired Avondale Insurance Associates

MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†

 Toggle Transaction Details 10/10/2024 Unison Risk Advisors has acquired Avondale Insurance Associates

MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†

 Unison Risk Advisors has acquired Avondale Insurance Associates Buyer: Unison Risk Advisors Seller: Avondale Insurance Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale Insurance Associates† October 2024 Inszone Insurance Services, Inc. San Antonio Insurance Services Acquisition Inszone Insurance Services, Inc. has acquired San Antonio Insurance Services

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

 Toggle Transaction Details 10/10/2024 Inszone Insurance Services, Inc. has acquired San Antonio Insurance Services

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

 Inszone Insurance Services, Inc. Has Acquired San Antonio Insurance Services Buyer: Inszone Insurance Services, Inc. Seller: San Antonio Insurance Services MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. October 2024 AssuredPartners, Inc. CoyleKiley Insurance Agency, Inc. Acquisition

AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc. 

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

 Toggle Transaction Details October 2024

AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc. 

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

 AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.  Buyer: AssuredPartners, Inc. Seller: CoyleKiley Insurance Agency, Inc.  Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.† October 2024 Marshall & Sterling, Inc. FitzGibbons Agency LLC Acquisition

Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC

MarshBerry served as the financial advisor to FitzGibbons Agency LLC†

 Toggle Transaction Details October 2024

Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC

MarshBerry served as the financial advisor to FitzGibbons Agency LLC†

 Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC Buyer: Marshall & Sterling, Inc. Seller: FitzGibbons Agency LLC Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FitzGibbons Agency LLC† September 2024 Cerity Partners, LLC Strategic Benefit Consultants, Inc. Acquisition

Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. 

MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†

 Toggle Transaction Details September 2024

Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. 

MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†

 Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.† September 2024 PIB Group Limited RS Insurance Brokers Limited

PIB Group Limited has acquired RS Insurance Brokers Limited

MarshBerry International served as the financial advisor to RS Insurance Brokers Limited

 September 2024 CAC Group Media Guarantors Acquisition

CAC Group has acquired Media Guarantors

MarshBerry served as the financial advisor to Media Guarantors†

 Toggle Transaction Details September 2024

CAC Group has acquired Media Guarantors

MarshBerry served as the financial advisor to Media Guarantors†

 CAC Group has acquired Media Guarantors Buyer: CAC Group Seller: Media Guarantors Closed Date: 09/19/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Media Guarantors† September 2024 True North Advisors, LLC Clear Rock Advisors, LLC Acquisition

True North Advisors, LLC has acquired Clear Rock Advisors, LLC 

MarshBerry served as the financial advisor to Clear Rock Advisors, LLC†

 September 2024 Specialty Program Group LLC Professional Insurance Executives, Inc. Acquisition

Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.

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

 Toggle Transaction Details September 2024

Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.

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

 Specialty Program Group LLC has acquired Professional Insurance Executives, Inc. Buyer: Specialty Program Group LLC Seller: Professional Insurance Executives, Inc. Closed Date: 09/13/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.† September 2024 Culpeper Insurance Partners, LLC Afore Insurance Services, LLC

Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC

MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC

 Toggle Transaction Details September 2024

Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC

MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC

 Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC Buyer: Culpeper Insurance Partners, LLC Seller: Afore Insurance Services, LLC Closed Date: 9/6/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC September 2024 South Shore Insurance Underwriters Linneman Specialty Insurance (LSI Insurance Services) Acquisition

South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)

MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)

 Toggle Transaction Details September 2024

South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)

MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)

 South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services) Buyer: South Shore Insurance Underwriters Seller: Linneman Specialty Insurance (LSI Insurance Services) Closed Date: 9/4/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services) September 2024 Ryan Specialty Group, LLC Greenhill Underwriting Insurance Services, LLC Acquisition

Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.

MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†

 Toggle Transaction Details September 2024

Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.

MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†

 Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc. Buyer: Ryan Specialty Group, LLC Seller: Greenhill Underwriting Insurance Services, LLC Closed Date: 9/3/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC† September 2024 Specialist Risk Group Capulus Acquisition

Specialist Risk Group has acquired Capulus

MarshBerry International served as the financial advisor to Capulus

 August 2024 Ardonagh Advisory Broking Holdings Limited RK Henshall (Holdings) Limited Acquisition Ardonagh Advisory Broking Holdings Limited has acquired RK Henshall (Holdings) Limited

MarshBerry International acted as the financial advisor to RK Henshall (Holdings) Limited

 August 2024 Brown & Brown Retail Holdco (Europe) Limited The CI Group Holdings Limited Acquisition Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited

MarshBerry International served as the financial advisor to The CI Group Holdings Limited

 August 2024 Howden Help Me Compare Group Limited (Active Quote) Acquisition

Howden has acquired Help Me Compare Group Limited (ActiveQuote)

MarshBerry served as the financial advisor to Help Me Compare Group Limited

 August 2024 IceLake Capital Certe Groep Acquisition

IceLake Capital has invested in Certe Groep

MarshBerry International served as the financial advisor to Certe Groep

 August 2024 PCF Insurance Services Asset Insurance Agency, LLC

PCF Insurance Services has acquired Asset Insurance Agency, LLC

MarshBerry served as the financial advisor to PCF Insurance Services

 Toggle Transaction Details August 2024

PCF Insurance Services has acquired Asset Insurance Agency, LLC

MarshBerry served as the financial advisor to PCF Insurance Services

 PCF Insurance Services has acquired Asset Insurance Agency, LLC Buyer: PCF Insurance Services Seller: Asset Insurance Agency, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services August 2024 NSM Insurance Group GIG Insurance Group and Gifford Wells Insurance Acquisition

NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance

MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†

 Toggle Transaction Details August 2024

NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance

MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†

 NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance Buyer: NSM Insurance Group Seller: GIG Insurance Group and Gifford Wells Insurance Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital