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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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April 7, 2022

THREE KEYS FOR SUCCESS IN THE GREAT RESHUFFLE

by Bryan Lake
While firms in the insurance sector have one of the highest median tenures of all occupations, they can still take proactive approaches during this period of prolonged labor shortages.
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April 6, 2022

How to Think About & Calculate Your Insurance Firm’s Value

by Kristen San Marco
If you’re like most business owners, the majority of your wealth is tied up in your business. So, for that reason alone, it is important to understand the value of your largest asset and the levers that you can pull to protect and increase its worth.
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April 5, 2022

Is Inflation in 2022 a Repeat of 1970s-era Stagflation?

by Gerard Vecchio
As we navigate rising inflation and other economic challenges in 2022, could we be headed for a repeat of the 1970s-era stagflation where there was double-digit inflation and stagnant economic growth?
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March 31, 2022

THE YIELD CURVE INVERSION

by Brian Ambrosia
Economists have long monitored the market for U.S. Treasury notes as an indication of the overall health of the U.S. economy. In a typical economy, the longer the term of the U.S. Treasury note, the
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March 31, 2022

Hold, Fold, or Double Down? Part 2

by Brian Refici
With potential changes ahead in the macroeconomic environment, agency owners should be asking themselves if they want to hold, fold or double down. Read more to find out what your insurance agency business plan should be at MarshBerry.
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March 30, 2022

Hold, Fold OR Double Down? Part 1

by Brian Refici
If business were a game of poker, insurance firms, consisting of agency and brokerage owners, have enjoyed a royal flush over the last several years. Learn more about insurance company investment strategy at MarshBerry.
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March 22, 2022

How To Design a Future Company Roadmap to Hit Organizational Growth Goals

by Phil Trem
A robust future company roadmap tied to actionable growth goals will provide the optimal blueprint your organization needs to grow, stay relevant, and remain viable in the future.
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March 22, 2022

Top Brokerages & Agencies Show Resilience During Downturns

by MarshBerry
Today’s ViewPoint examines how the Best 25% of firms are performing and how you can position your firm for outsized organic growth. This article will highlight the performance of top brokerage firms that ​​report to MarshBerry’s proprietary financial management system Perspectives for High Performance.
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March 17, 2022

Perpetuating or Selling Your Insurance Brokerage – The Choice is Yours

by Eric Hallinan
Give your brokerage firm the power to choose between selling or perpetuating by implementing a plan that helps to drive profit and productivity. With this guide, you’ll learn key strategies that will help you operate your firm as if you’re planning on selling your insurance brokerage. Explore these tips and discover processes that will help you build a stronger company today.
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March 15, 2022

Why 2022 M&A Activity is Off to a Slow Start

by Phil Trem
Amidst domestic economic challenges and impactful international events, M&A activity in 2022 is off to a slow start. Learn about 2022 M&A activity and why many experts believe there will be a resurgence of M&A transactions in the second half of the year below.
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March 9, 2022

How Insurers Can Navigate Rising Inflation

by Bill Bartok
With inflation rates skyrocketing and reaching an all-time high since 1982, some insurers are at risk of being negatively impacted. Read on to learn how to navigate and manage rising inflation.
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March 8, 2022

How to Play Bigger When Growing an Insurance Agency

by MarshBerry
Playing bigger when growing an insurance agency shouldn’t require forgoing your firm’s individuality and uniqueness. Learning how to play bigger allows you to emphasize and maximize your inherent differences and clearly define your firm to your targeted audiences.
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March 2, 2022

Insurance Brokerage Market Continues Resiliency in Q4 2021 & Q1 2022

by MarshBerry
Despite economic disruptions, the insurance brokerage market has continued to display resiliency in Q4 2021 and Q1 2022. Learn more about the encouraging earnings and stock results of several insurance brokerage companies, the current M&A appetite, and predictions for the rest of 2022 below.
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March 2, 2022

Could AM Best’s New Performance Assessment System Put Some DUAEs at a Disadvantage?

by Gerard Vecchio
The goal of AM Best’s performance assessment system is to measure the success and reliability of DUAEs to help insurers make better decisions when selecting underwriting partners. This new system could pose challenges for certain MGAs and firms.
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March 2, 2022

BRP Group Announces 4Q 2021 Earnings

by MarshBerry
Overall BRP Group had a strong fourth quarter in 2021. BRP Group (NASDAQ: BRP) reported 4Q21 adjusted Earnings Per Share (EPS) of $0.10 on revenue of $159.2 million, above consensus estimates of
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March 1, 2022

Analyzing AM Best’s Performance Assessment for DUAEs – Part 1

by Gerard Vecchio
AM Best officially launched its Performance Assessment (PA) methodology for assessing Delegated Underwriting Authority Enterprises (DUAEs), with the intent to provide greater transparency for the insurance industry. DUAEs, categorized as managing general agents (MGAs), managing general underwriters, coverholders, program administrators, program underwriters, underwriting agencies, direct authorizations and appointed representatives, can provide the PA information for interested entities, including investors, venture capitalists, and carriers who may use the PA to help evaluate potential partners and clients.
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February 25, 2022

How to Thrive Amidst The Great Resignation

by Bryan Lake
U.S. companies are still facing challenges around hiring as employees are resigning in greater numbers than ever, as they switch jobs or opt out of the workforce in droves. Find out how to retain employees and how your company can overcome the great resignation at MarshBerry.
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February 24, 2022

The Challenge of Knowledge Perpetuation

by Eric Kuhen
What would you think about an industry that will potentially lose 50% of its workforce to retirement in the next 10-15 years? How would you feel about a company that knew this would happen, but didn’t have a plan to get ahead of this pending crisis?
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February 21, 2022

2022 Looks To Be Another Boom Year For Private Equity Deals In Insurance Brokerage

by Chris Darst
The robust market for private equity (PE) deals in the insurance brokerage space looks likely to continue into 2022 after a banner year in 2021. There are several reasons for the upwards trend in these deals. Learn about private equity trends in 2022 from MarshBerry.
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February 18, 2022

Insurance Brokerage M&A Activity Sets New Highs In 2021

by Phil Trem
Merger and Acquisitions (M&A) activity in the insurance brokerage distribution space saw its most active year on record.  With 923 announced deals, the blistering pace of transactions in 2021 represents a 29.8% increase compared to the 2020 announced deal tally of 711.
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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