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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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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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August 19, 2024

Wealth Advisory M&A Activity Kicks Off The Third Quarter With Continued Momentum

by Kim Kovalski
Through the end of July, this year has once again reached the highest year-to-date M&A deal count. It is beginning to appear that 2024 may surpass the previous deal count record held by 2022.
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August 14, 2024

Q2 2024 Earnings Wrap-Up: Public Insurance Brokers Continue To See Strong Results

by MarshBerry
The largest public insurance brokers reported overall positive earnings results for Q2 2024, with optimistic outlooks towards future organic growth and M&A activity.
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August 13, 2024

Revenue For The Top 100 Insurance Brokers In The U.S. Continues To Grow

by Scott Kegler
The 2024 Top 100 Insurance Brokers in the U.S. list continues to be top heavy from intense consolidation and continued P&C rate hardening – producing double-digit organic growth. The top 50 brokers represent 96% of all the revenue on the list, while the average annual growth rate of all firms was 15.0%. So – how can firms aspire to break into the Top 100?
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August 13, 2024

Key Levers That Impact Your Business Value

by Rob Madore
In working with owners and management of wealth management firms, we’re often asked how to best build a business that’s not only resilient and prepared for the future, but also one that has the greatest Enterprise Value (EV).
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August 1, 2024

Bird In The Hand: Exploring All Options When Selling Your Business

by Eric Hallinan
Why cognitive biases suggest that a “bird in the hand” isn’t always better than “two in the bush” when it comes to selling your insurance brokerage.
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July 30, 2024

Three Steps To Creating More Value In Your Book Of Business

by Don Folino
All insurance brokerage owners want their sales teams to focus on growth and meet new business production goals. It starts with producers maintaining a healthy balance between number of clients in their book and the average account size. If done correctly, the more money producers manage, the more business they bring in.
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July 23, 2024

The Evolving Talent Landscape: How Current Economic Conditions are Shaping Hiring Practices

by Bryan Lake
Insurance brokerages are facing a critical hiring gap. High demand for qualified professionals clashes with various economic factors hindering talent acquisition. Addressing these roadblocks is essential to cultivating a robust talent pool, boosting internal efficiency and achieving sustained high performance.
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July 17, 2024

From Client To Courtroom: The Impact Of Nuclear Verdicts

by Peter Kampf
The rise of “nuclear verdicts” has profound implications for insurance carriers and the insurance pricing environment. Brokers should implement strategies to optimally position their firms and clients.
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July 11, 2024

The Importance of the Account Executive Role in Organic Growth Strategies

by Jessica Orange
Account executives (AEs) are key personnel in insurance brokerages who play a large role in long-term organic growth goals. However, not every firm understands how AEs fit into their service team model and how they should be used.
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July 3, 2024

Go Beyond Basic Networking With an Executive Peer Exchange

by Shelley Turk
A valuable executive peer exchange can offer data insights, resources, and networking but few offer an important feature that’s both intangible and invaluable: accountability.
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July 2, 2024

Drive Motivation and Growth with The Right Commission Split

by Eric Kuhen
New business is essential for driving success in an insurance firm. Are your producers truly driven to uncover new accounts? A strategic commission split can motivate producers, generate growth, and properly compensate all staff.
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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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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 July 2024 Prime Pensions, Inc. Valley Forge Pension Management Acquisition

Prime Pensions, Inc. has acquired Valley Forge Pension Management

MarshBerry served as the financial advisor to Valley Forge Pension Management

 Toggle Transaction Details July 2024

Prime Pensions, Inc. has acquired Valley Forge Pension Management

MarshBerry served as the financial advisor to Valley Forge Pension Management

 Prime Pensions, Inc. has acquired Valley Forge Pension Management Buyer: Prime Pensions, Inc. Seller: Valley Forge Pension Management Closed Date: 07/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Valley Forge Pension Management July 2024 Novatae Risk Group, LLC Denali Specialty Group Acquisition

Novatae Risk Group, LLC has acquired Denali Specialty Group

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

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Novatae Risk Group, LLC has acquired Denali Specialty Group

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

 Novatae Risk Group, LLC has acquired Denali Specialty Group Buyer: Novatae Risk Group, LLC Seller: Denali Specialty Group Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Novatae Risk Group, LLC July 2024 IMA Financial Group FC Capital Partners Acquisition

IMA Financial Group has acquired FC Capital Partners and related subsidiaries

MarshBerry served as the financial advisor to FC Capital Partners

 Toggle Transaction Details July 2024

IMA Financial Group has acquired FC Capital Partners and related subsidiaries

MarshBerry served as the financial advisor to FC Capital Partners

 IMA Financial Group has acquired FC Capital Partners and related subsidiaries Buyer: IMA Financial Group Seller: FC Capital Partners Closed Date: 07/02/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FC Capital Partners July 2024 Sunstar Insurance Group, LLC Renasant Insurance, Inc. Acquisition

Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.

MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC

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Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.

MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC

 Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Renasant Insurance, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC July 2024 Hub International Limited Swanson Insurance Agency Acquisition

Hub International Limited has acquired Swanson Insurance Agency

MarshBerry served as the financial advisor to Hub International Limited

 Toggle Transaction Details July 2024

Hub International Limited has acquired Swanson Insurance Agency

MarshBerry served as the financial advisor to Hub International Limited

 Hub International Limited has acquired Swanson Insurance Agency Buyer: Hub International Limited Seller: Swanson Insurance Agency Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited July 2024 Inszone Insurance Services, Inc. ISU Francis-Pinney Insurance Services, Inc. Acquisition

Inszone Insurance Services, Inc. has acquired ISU Francis-Pinney Insurance Services, Inc.

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

 Toggle Transaction Details July 2024

Inszone Insurance Services, Inc. has acquired ISU Francis-Pinney Insurance Services, Inc.

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

 Inszone Insurance Services, Inc. has acquired ISU Francis-Pinney Insurance Services, Inc. Buyer: Inszone Insurance Services, Inc. Seller: ISU Francis-Pinney Insurance Services, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.  July 2024 Specialty Program Group, LLC Commercial Sector Insurance Brokers Acquisition

Specialty Program Group, LLC has acquired Commercial Sector Insurance Brokers

MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers

 Toggle Transaction Details July 2024

Specialty Program Group, LLC has acquired Commercial Sector Insurance Brokers

MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers

 Specialty Program Group, LLC has acquired Commercial Sector Insurance Brokers Buyer: Specialty Program Group, LLC Seller: Commercial Sector Insurance Brokers Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers July 2024 Hub International Limited McClements Insurance Services, LLC Acquisition

Hub International Limited has acquired McClements Insurance Services, LLC

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

 Toggle Transaction Details July 2024

Hub International Limited has acquired McClements Insurance Services, LLC

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

 Hub International Limited has acquired McClements Insurance Services, LLC Buyer: Hub International Limited Seller: McClements Insurance Services, LLC Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to McClements Insurance Services, LLC July 2024 Hub International Limited Integrated Benefits Group Insurance Brokerage, Inc. Acquisition

Hub International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc. 

MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.

 Toggle Transaction Details July 2024

Hub International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc. 

MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.

 Hub International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc.  Buyer: Hub International Limited Seller: Integrated Benefits Group Insurance Brokerage, Inc.  Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.  June 2024 Arthur J. Gallagher & Co. Cornerstone Commercial & Personal Insurance Services, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.

MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.

 Toggle Transaction Details June 2024

Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.

MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.

 Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Cornerstone Commercial & Personal Insurance Services, Inc. Closed Date: 06/28/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc. June 2024 Beyond Risk Agricultural Insurance Management Services, LLC Acquisition

Beyond Risk has acquired Agricultural Insurance Management Services

MarshBerry served as the financial advisor to Agricultural Insurance Management Services

 Toggle Transaction Details June 2024

Beyond Risk has acquired Agricultural Insurance Management Services

MarshBerry served as the financial advisor to Agricultural Insurance Management Services

 Beyond Risk has acquired Agricultural Insurance Management Services Buyer: Beyond Risk Seller: Agricultural Insurance Management Services Closed Date: 6/28/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Agricultural Insurance Management Services June 2024 PCF Insurance Services Roseberry Insurance Agency Acquisition

PCF Insurance Services has acquired Roseberry Insurance Agency

MarshBerry served as the financial advisor to PCF Insurance Services

 Toggle Transaction Details June 2024

PCF Insurance Services has acquired Roseberry Insurance Agency

MarshBerry served as the financial advisor to PCF Insurance Services

 PCF Insurance Services has acquired Roseberry Insurance Agency Buyer: PCF Insurance Services Seller: Roseberry Insurance Agency Closed Date: 06/24/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services 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 Hub International Limited Combined HCM Acquisition

Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.

MarshBerry served as the financial advisor to Combined HCM.

 Toggle Transaction Details June 2024

Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.

MarshBerry served as the financial advisor to Combined HCM.

 Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc. Buyer: Hub International Limited Seller: Combined HCM Closed Date: 06/04/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Combined HCM
*IMAS Corporate Finance LLP has been acquired by MarshBerry