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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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June 27, 2024

Preserving Your Legacy With Internal Perpetuation

by Diane Wagner
While internal perpetuation planning creates a roadmap for an owner’s departure and succession of the business, there are other benefits that can fuel exceptional growth and value for the firm.
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June 25, 2024

Using Equity Incentive Plans To Create Value In Insurance Brokerage

by Tommy McDonald
It’s time for the insurance brokerage community to embrace the concept of broadening equity ownership. Implementing strategic equity incentives can help align interests around growth and profitability, all while attracting and retaining top tier talent.
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June 24, 2024

Insurance M&A Market Update: May 2024 Deals Continue Active Pace

by Phil Trem
Despite a pullback by the Federal Reserve on the number of interest rate cuts in 2024, insurance brokerage M&A activity shows no signs of slowing down.
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June 20, 2024

May 2024 Signals Impressive Number Of M&A Deals In Wealth Advisory

by John Orsini
Through the end of May 2024 – the wealth advisory space has reached its highest year-to-date (YTD) M&A deal count and is starting to eclipse previous years’ pace for activity.
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June 20, 2024

Driving Growth and Accountability With Minimum Account Thresholds

by Chris Rochford
High-performing insurance brokerages with growth goals use minimum account thresholds to increase producer accountability and drive new business. But that threshold is different for every firm and is based on collective understanding and commitment of that growth goal. Here are five ways to get started.
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June 4, 2024

Open the Door to Insurance Carrier Appointments With A Risk Placement Team

by Mike Haselden
It’s no secret that getting new appointments with carriers is very challenging in this market. But working with the right agency network’s Risk Placement Team (RPT) can give members access to markets they couldn’t earn on their own and help them compete with larger firms in the marketplace.
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June 4, 2024

Solving the Challenge of Non-Producing Producers

by Don Folino
How much do non-producing producers impact the health of your business? They may be one of the biggest threats to a firm’s organic growth. Here are some techniques can help ensure your entire sales team is meeting their business goals and contributing to firm growth.
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May 29, 2024

Driving Growth in Controllable and Uncontrollable Conditions

by Christine Marciano
Insurance brokers continually face challenges in both controllable and uncontrollable conditions. However, there are ways to navigate those challenges while driving sustainable growth and success.
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May 21, 2024

Wealth Advisory M&A Activity In 2024 Is Starting to Mimic the Record Year of 2022

by John Orsini
April M&A activity in the wealth space continues to support a robust market, pushing 2024 towards a record year.
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May 16, 2024

Q1 2024 Earnings Wrap-Up: Public Insurance Brokers Report Robust Results

by MarshBerry
The largest public insurance brokers reported overall positive earnings results for Q1 2024, with optimistic outlooks towards future organic growth and M&A activity.
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May 15, 2024

A Strong Compensation Strategy can be a Game Changer

by Brooke Lugonjic Liu
Having a strong compensation plan can give firms a competitive edge for driving growth. Do you know where your firm compares to insurance industry averages for compensation decisions?
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April 29, 2024

Take Your Firm to the Next Level of Growth

by Brooke Lugonjic Liu
Thriving firms must continually adapt to emerging trends, technologies, and customer expectations. Do you know how your business should adapt and change to hit meaningful growth milestones?
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April 25, 2024

The FTC Finalizes Its Non-Compete Rule – But The Issue Is Anything But Final

by Brian Ambrosia
As the Federal Trade Commission finalizes its rule banning nearly all non-compete agreements, how might this impact insurance distribution M&A and employment agreements?
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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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April 17, 2024

Four Essential Elements To Drive Organic Growth

by Phil Trem
Staying competitive in today’s fast-paced market will require firms to have a strategy for growth. There are four specific focus areas that can help firms navigate building a plan for sustainable growth.
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April 15, 2024

Using Valuation To Measure Progress In Your Firm

by Jennifer Martin, CPA, CFE
If you own a business, there’s a good chance that it’s the largest asset in your portfolio. However, many business owners don’t have clarity around what their business is actually worth and what drives value.
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April 10, 2024

Setting The Stage For High-Performing Producers

by Don Folino
In a competitive job market, are you arming your producers with the best tools, insights and strategies necessary to help them unlock their potential?
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March 26, 2024

Exclusive To Independent: A Step-By-Step Guide For Insurance Agents

by Keith Captain
Transitioning from an exclusive to an independent insurance agency requires thorough planning and preparation. Building a strategic plan can help you prepare, prioritize, and stay on track, but it may not be enough without an expert to help guide the process.
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March 19, 2024

Wealth Advisory Off To A Record Start Through February

by John Orsini
M&A activity was strong through February, demonstrating resiliency and momentum in the wealth advisory M&A space.
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March 13, 2024

How Will The Presidential Election Impact Insurance Brokerage M&A?

by Phil Trem
On the heels of the State of the Union address, President Biden’s tax plan sends signals to corporations and high earners that will likely influence M&A activity in 2024 and beyond.
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June 2024 Arthur J. Gallagher & Co. OperationsInc, LLC & The HR Roundtable, LLC Acquisition

Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC

MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC

 Toggle Transaction Details June 2024

Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC

MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC

 Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC Buyer: Arthur J. Gallagher & Co. Seller: OperationsInc, LLC & The HR Roundtable, LLC Closed Date: 06/21/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC June 2024 The Hilb Group, LLC German American Bancorp, Inc. Acquisition

The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.

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

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The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.

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

 The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc. Buyer: The Hilb Group, LLC Seller: German American Bancorp, Inc. Closed Date: 06/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC June 2024 Amerilife Succession Capital Alliance Acquisition

Amerilife has acquired Succession Capital Alliance

MarshBerry served as the financial advisor to Succession Capital Alliance

 Toggle Transaction Details June 2024

Amerilife has acquired Succession Capital Alliance

MarshBerry served as the financial advisor to Succession Capital Alliance

 Amerilife has acquired Succession Capital Alliance Buyer: Amerilife Seller: Succession Capital Alliance Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Succession Capital Alliance May 2024 Wealthspire Advisors LLC Walden Wealth Partners, LLC Acquisition

Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC

MarshBerry served as the financial advisor to Walden Wealth Partners, LLC

 Toggle Transaction Details May 2024

Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC

MarshBerry served as the financial advisor to Walden Wealth Partners, LLC

 Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC May 2024 Hub International Limited Merriwether & Williams Insurance Services Acquisition

Hub International Limited has acquired Merriwether & Williams Insurance Services

MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services

 Toggle Transaction Details May 2024

Hub International Limited has acquired Merriwether & Williams Insurance Services

MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services

 Hub International Limited has acquired Merriwether & Williams Insurance Services Buyer: Hub International Limited Seller: Merriwether & Williams Insurance Services Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services April 2024 bswift Davis & Company Acquisition

bswift has acquired Davis & Company

MarshBerry served as the financial advisor to Davis & Company

 Toggle Transaction Details April 2024

bswift has acquired Davis & Company

MarshBerry served as the financial advisor to Davis & Company

 bswift has acquired Davis & Company Buyer: bswift Seller: Davis & Company Closed Date: 4/12/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Davis & Company  April 2024 Hub International Limited Sale Insurance Agency, Inc. Acquisition

Hub International Limited has acquired Sale Insurance Agency, Inc.

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

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Hub International Limited has acquired Sale Insurance Agency, Inc.

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

 Hub International Limited has acquired Sale Insurance Agency, Inc. Buyer: Hub International Limited Seller: Sale Insurance Agency, Inc. Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.  April 2024 Higginbotham & Associates, Inc. Eagan Insurance Agency, LLC Acquisition

Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC

MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC

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Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC

MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC

 Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC Buyer: Higginbotham & Associates, Inc. Seller: Eagan Insurance Agency, LLC Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC April 2024 Alera Group, Inc. HealthSure Insurance Services, Inc. Acquisition

Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.

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

 Toggle Transaction Details April 2024

Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.

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

 Alera Group, Inc. has acquired HealthSure Insurance Services, Inc. Buyer: Alera Group, Inc. Seller: HealthSure Insurance Services, Inc. Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc. April 2024 Alkeme Insurance Ralph Weiner & Associates, LLC Acquisition

Alkeme Insurance has acquired Ralph Weiner & Associates, LLC

MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC

 Toggle Transaction Details April 2024

Alkeme Insurance has acquired Ralph Weiner & Associates, LLC

MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC

 Alkeme Insurance has acquired Ralph Weiner & Associates, LLC Buyer: Alkeme Insurance Seller: Ralph Weiner & Associates, LLC Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC March 2024 Seven Investment Management Eastcote Wealth Management Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

MarshBerry International acted as the exclusive financial advisor to Eastcote Wealth Management

 March 2024 Hg Capital induver and Clover Merger Hg Capital has invested in induver and Clover

MarshBerry International served as the financial advisor to induver

 March 2024 High Street Insurance Partners, Inc. Hoaster Gebhard & Co. Acquisition

High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.

MarshBerry served as the financial advisor to Hoaster Gebhard & Co.

 Toggle Transaction Details March 2024

High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.

MarshBerry served as the financial advisor to Hoaster Gebhard & Co.

 High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co. Buyer: High Street Insurance Partners, Inc. Seller: Hoaster Gebhard & Co. Closed Date: 03/07/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hoaster Gebhard & Co. March 2024 Hub International Limited Zavitz Insurance and Wealth, Inc. Acquisition

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

 Toggle Transaction Details March 2024

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

 Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited March 2024 Marsh & McLennan Agency, LLC Querbes & Nelson Acquisition

Marsh & McLennan Agency, LLC has acquired Querbes & Nelson

MarshBerry served as the financial advisor to Querbes & Nelson

 Toggle Transaction Details March 2024

Marsh & McLennan Agency, LLC has acquired Querbes & Nelson

MarshBerry served as the financial advisor to Querbes & Nelson

 Marsh & McLennan Agency, LLC has acquired Querbes & Nelson Buyer: Marsh & McLennan Agency, LLC Seller: Querbes & Nelson Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Querbes & Nelson March 2024 Marsh & McLennan Agency, LLC Louisiana Companies Acquisition

Marsh & McLennan Agency, LLC has acquired Louisiana Companies

MarshBerry served as the financial advisor for Louisiana Companies

 Toggle Transaction Details March 2024

Marsh & McLennan Agency, LLC has acquired Louisiana Companies

MarshBerry served as the financial advisor for Louisiana Companies

 Marsh & McLennan Agency, LLC has acquired Louisiana Companies Buyer: Marsh & McLennan Agency, LLC Seller: Louisiana Companies Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor for Louisiana Companies March 2024 AmWINS Group, Inc. BRP Group, Inc. Acquisition

AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.

MarshBerry served as a financial advisor to BRP Group, Inc.

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AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.

MarshBerry served as a financial advisor to BRP Group, Inc.

 AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc. Buyer: AmWINS Group, Inc. Seller: BRP Group, Inc. Closed Date: 03/01/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to BRP Group, Inc. January 2024 Arthur J. Gallagher & Co. John Galt Insurance Agency Acquisition

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency

MarshBerry served as the financial advisor to John Galt Insurance Agency

 Toggle Transaction Details January 2024

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency

MarshBerry served as the financial advisor to John Galt Insurance Agency

 Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: John Galt Insurance Agency Closed Date: 01/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to John Galt Insurance Agency January 2024 Higginbotham & Associates, Inc. a privately-held insurance agency Acquisition

Higginbotham & Associates, Inc. has acquired a privately-held insurance agency 

MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.

 January 2024 Johnson & Johnson Inc. Mid Valley General Agency, LLC Acquisition

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

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Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

 Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon
*IMAS Corporate Finance LLP has been acquired by MarshBerry