Today's Viewpoint: A MarshBerry Publication

Lending To Brokerage Firms In A Pandemic

October 15, 2020
Gerard Vecchio

An interview with Paul Thivierge, Director, Commercial Banking – BMO Harris Bank

In Today’s ViewPoint, Gerard Vecchio, Managing Director – MarshBerry, and Paul Thivierge, Director, Commercial Banking – BMO Harris Bank, discuss lending to insurance brokerage firms during a pandemic.

Gain insight into potential changes for brokers when looking for debt capital, what lies ahead for dividend recaps, and how policy counts in an increasing rate environment might affect going to market for financing.

If you have questions about Today’s ViewPoint or would like to learn more about the availability of debt capital in the insurance brokerage market, please email or call Gerard Vecchio, Managing Director, at 212.972.4886.

Mark Your Calendars!

Interested in learning more about current debt & equity market dynamics, and why raising capital is the smartest decision you can make in 2020? MarshBerry is hosting its 15th Annual IMPACT Summit on Tuesday, November 10 starting at 1 pm ET. Registration opens soon!

Subscribe to MarshBerry’s Today’s ViewPoint blog for the latest news and updates and follow us on social media.

Investment banking services offered through MarshBerry Capital, Inc., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, Ohio 44122 (440.354.3230)

Contact Gerard Vecchio
If you have questions about Today's ViewPoint, or would like to learn more about how MarshBerry can help your firm determine its path forward, please email or call Gerard Vecchio, Managing Director, Specialty Practice Co-Head, at 212.972.4886.

MarshBerry is a global leader in investment banking and consulting services, specializing in the insurance brokerage and wealth management sectors. If your firm seeks expert advisory guidance to refine your business strategies, drive sustainable growth, or facilitate a sale, MarshBerry is the ideal partner to support you in making these critical business decisions. Collaborating with a trusted advisor who deeply understands your business and the industry can help you maximize value at every stage of ownership.

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