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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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February 16, 2022

How To Outgrow Your Competition For Insurance Brokerages & Agencies

by MarshBerry
Economic realities and market relevance concerns are requiring carriers to reassess and identify the best-in-class agency partnerships that truly align with their immediate and long-term organic growth and underwriting objectives. How can your firm continue to specialize, reinvest, differentiate, and leverage inherent franchise value in today’s ever-changing insurance environment?
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February 14, 2022

What Are 5 Key Revenue Drivers For Double Digit Growth? Insights To Revenue Growth Drivers

by Brandon Hardesty
Agency and brokerage owners often expect to change gears culturally and overnight have a true sales culture in place. However, driving a sales culture environment involves most aspects of your business and takes a considerable amount of planning and strong executive team commitment. See what the 5 key revenue drivers are of accelerated growth.
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February 8, 2022

WTW Announces 4Q21 Earnings

by MarshBerry
WTW reported 4Q 2021 results today with adjusted Earnings Per Share (EPS) of $5.67 on consolidated revenue of $2.71 billion. This compares to consensus analyst estimates of $5.67 in adjusted EPS and $2.79 billion in revenue. View the quarterly earnings for WTW for 4Q 2021.
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February 4, 2022

AON PLC Announces 4Q 2021 Earnings

by MarshBerry
Aon PLC reported 4Q 2021 adjusted Earnings Per Share (EPS) today of $3.71 on revenue of $3.08 billion vs. consensus estimates of $3.34 on revenue of $3.16 billion. AON’s quarterly and full year results were driven by continued strong client retention, net new business generation and margin expansion. Take a look at quarterly earnings for AOL PLC for 4Q 2021.
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February 4, 2022

LPL Financial Holdings Inc. Announces 4Q 2021 Earnings

by John Orsini
LPL Financial Holdings Inc. reported 4Q 2021 adjusted Earnings Per Share (EPS) of $1.63 on revenue of $2.09 billion, both of which outpaced consensus estimates of $1.51 adjusted EPS on $2.08 billion revenue. View the quarterly earnings for LPL Financial Holdings for 4Q 2021.
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January 28, 2022

AJG Announces 4Q21 Earnings

by MarshBerry
Arthur J. Gallagher & Co. (NYSE: AJG) reported 4Q2021 adjusted Earnings Per Share (EPS) of $0.98 on revenue of $1.94 billion vs. consensus estimates of adjusted EPS of $0.95 on $1.91 billion. This data and more are laid out in detail in the 2021 Q4 AJG earnings release. Learn the key takeaways from the Q4 AJG earnings report today!
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January 27, 2022

MMC Announces 4Q21 Earnings

by MarshBerry
Marsh & McLennan Companies, Inc. (MMC) reported 4Q2021 results today with adjusted Earnings Per Share (EPS) of $1.36; what you need to know about MMC Q4 earnings. Discover the important takeaways from the MMC Q4 earnings report.
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January 26, 2022

Investing in People to Accelerate Organic Growth

by
High-growth insurance firms have always kept a focus on people development within their organization. So, why is organic growth important? Learn how organic culture growth can boost your business from MarshBerry.
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January 25, 2022

BRO Announces 4Q21 Earnings

by MarshBerry
Brown & Brown, Inc. (NYSE: BRO) reported 4Q2021 earnings results today. There are plenty of takeaways and key figures to know from the BRO Q4 2021 earnings report. Learn more about BRO Q4 2021 earnings from MarshBerry.
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January 24, 2022

What Could Drive Higher Pricing in E&S Insurance in 2022?

by Gerard Vecchio
Although some companies in the property and casualty (P&C) insurance sector are seeing rate increases slow, there are areas that are projected to see escalating rates into 2022. This is driven by several factors, including rising inflation, higher demand for cyber insurance and social inflation. Discover the factors behind high E&S insurance trends.
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January 21, 2022

Perpetuation Planning: Protect Your Legacy & Optimize the Value of Your Wealth Management Business

by Kim Kovalski
The best way to protect your legacy and to optimize the value of your business is to invest in your business now to ensure that growth is embedded in your firm’s DNA at the time of sale or transfer. But this requires commitment – of both time and financial resources. Only you can decide whether it’s important that you hand over a business that is poised for growth: one that will thrive well into the future, or one that simply inches along? Whatever your decision, the implications on business valuation are significant. Discover the importance of a perpetuation plan with MarshBerry.  
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January 19, 2022

MarshBerry Practices What it Preaches: Raising Equity Capital to Accelerate Growth

by Gerard Vecchio
To complement its strong organic growth strategies with inorganic ones, MarshBerry recently secured growth capital as part of its partnership with private equity firm Atlas Merchant Capital (Atlas). Announced on January 11, 2022, this new partnership should help MarshBerry accelerate its growth goals by improving and expanding the quality of services and market intelligence it provides to clients. Access to additional resources should assist MarshBerry to better execute on strategic growth initiatives, including expanded client solutions and acquisitions across the U.S. and Europe.
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January 6, 2022

Is This The Greatest Industry In The World For Mergers and Acquisitions?

by Phil Trem
2021 was another record year for the insurance distribution industry. Merger and Acquisition (M&A) activity continued at a rapid pace and the industry has set another high watermark with 798 transactions announced as of 1/3/22. Learn M&A insights from a MarshBerry expert in insurance mergers and acquisitions.
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December 30, 2021

2020 Annual M&A Market Firms Reflection

by Phil Trem
This time of year always seems to be a bit nostalgic.  Many take stock in all that has been achieved and plan for bigger and better in the coming
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December 9, 2021

INSURTECH HITS MILESTONE WITH LEMONADE’S ACQUISITION OF METROMILE

by Tobias Milchereit
Around since 2010, and a natural extension of FinTech, InsurTech’s wave of technological advancements seemed poised to overwhelm the insurance market in the same fashion that various applications
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December 1, 2021

Funding An Acquisition: Strategies For Insurance Firm Acquisition Funding

by Tobias Milchereit
When funding an acquisition, it’s crucial to secure financing before approaching a potential insurance firm acquisition target.
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November 23, 2021

Looking Forward to 2021: Insurance Agencies & Brokerages to Outperform 2020

by MarshBerry
According to respondents from MarshBerry’s 2021 Organic Growth Pulse Study (Study), insurance agencies and brokerages indicated, on average, that their revenue increased by 9% during 2020. Even
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November 23, 2021

Overcome the Fear of Change to Drive Your Insurance Firm’s Success

by Phil Trem
When determining your firm’s destiny, sometimes it is the fear of the unknown that can prevent an owner from making difficult decisions.
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November 18, 2021

IMPACT OF PERPETUATION READINESS

by Eric Hallinan
The value agencies and brokers use for internal perpetuation is usually lower than the value potentially attainable in an external sale — but it doesn’t necessarily have to be by a wide margin.
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November 17, 2021

M&A MARKET SHOWS SIGNS OF HISTORIC PACE

by Phil Trem
The market continues to move along as expected. More buyers, more sellers, more deals and higher values. And what may not be much of a surprise to anyone, there is still not any clarity on potential
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Recent Transactions
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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