To The Point: A MarshBerry Video Series

Valuation Drivers of Specialty Insurance Distributors

Understanding a firm’s valuation is prudent as business owners seek to grow wealth.  Valuation represents the financial worth of the business based on factors such as earnings, growth potential, market conditions, and operating characteristics.  These inputs are used by investors and stakeholders to assess a company’s attractiveness for acquisition, investment, or strategic partnerships from an internal (i.e. perpetuation) or external (i.e. sale/investment) perspective. George Bucur, MarshBerry’s Managing Director and Specialty Co-Head, addresses the “noise” in the marketplace, which often times distorts valuations making them difficult to compare on an apples-to-apples basis.  Join us for this multi part series as George breaks down where these multiples originate and offers insights into those critical factors owners may be able to influence to maximize value.

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.