To The Point: A MarshBerry Video Series

Mid-Year Update on Specialty M&A Transactions and Valuations

George Bucur, MarshBerry Managing Director and Specialty Practice Co-Lead with a mid-year update on specialty M&A transactions and valuations.

Specialty broker and underwriting agent transaction activity is down through the midway point of 2023.  However, even in the face of constricting capital availability and expanding costs, valuations continue to hold their ground when compared to the historical peak valuations for well run organizations. Within this update we address factors influencing transaction activity and valuations.   

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.