Hotchkiss Insurance Recognized as MarshBerry 2024 National MAX Performer Award Winner

September 18, 2024

Woodmere, OH, September 18, 2024 – MarshBerry, a leading investment banking and consulting firm serving the insurance distribution and wealth management industries, announced Hotchkiss Insurance as the national winner of its respected MAX Performer Award. Now in its eighth year, this industry badge of distinction is given to independent agencies and brokerages with gold-star financial performance, operational excellence and culture.

MarshBerry unveiled Hotchkiss Insurance as the national winner during its Connect Summit – a semiannual executive peer exchange event in Chicago, IL. The regional winners and finalists were announced in June when Hotchkiss Insurance received recognition for its performance in the Southwest United States.

“As a member of MarshBerry’s Connect executive peer exchange network for more than 17 years, I’m incredibly proud of Hotchkiss Insurance and their impressive win this year,” said John Wepler, MarshBerry Chairman & CEO. “The leadership team at Hotchkiss continues to drive growth, proven by their entrance to the Business Insurance Top 100 list this year with $40.2 million in revenue – a 17.3% year-over-year increase, innovation, and vibrant company culture. This prestigious award is a testament to their excellence and unwavering dedication to both their clients and employees.”

MarshBerry selects winners by evaluating firm performance in areas such as organic growth, new business acquisition, profit margins, commission and fee structures, and employee engagement and culture.

MarshBerry created the MAX Performer program to recognize exceptional performance and help firms prosper through peer networking. Clients are able to formulate strong strategic business plans and prosper through benchmarking performance, business optimization and peer networking and accountability.

MarshBerry heartily congratulates all of the 2024 Regional MAX Performer Award winners:

  • Midwest: Associated Insurance and Risk Management Advisors, Rolling Meadows, IL
  • Southwest: Hotchkiss Insurance, Houston, TX
  • East: Risman Insurance Agencies, Medford, MA
  • Southeast: Snellings Walters Insurance Agency, Atlanta, GA
  • West: CMR Risk & Insurance Services, San Diego, CA

For more information regarding the MarshBerry MAX Performer awards, or to find out how your firm can become a MAX Performer, please contact Brooke Liu, MarshBerry Senior Vice President, at Brooke.Liu@MarshBerry.com.

MarshBerry – Helping Clients Learn, Improve & Realize Value

MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com.