MarshBerry News

M&A Drops From 2021 Record High but Activity ‘Solid’: Marshberry

Following a record year in 2021, insurance agency consulting firm Marshberry said the amount of mergers and acquisitions in the insurance industry dropped by more than 200 in 2022 but when all is said and done, the year could still …

Agency Partnerships: MarshBerry Platform, First Choice Agents Alliance Combine

The MarshBerry Platform announced it has merged with First Choice Agents Alliance (FCAA). The merger will position the combined firms as one of the insurance brokerage industry’s top agency partnerships. MarshBerry Platform and FCAA, each on their own, represent two …

MarshBerry Talent Acquisition Recruits 400th Producer

Woodmere, OH, March 21, 2018 – Marsh, Berry & Company, Inc.’s (“MarshBerry”) Talent Acquisition division recently crossed the 400 producers placed in the insurance industry threshold. At MarshBerry, we feel there is a disconnect between the caliber of producers that …

MarshBerry Adds Barber as Talent Acquisition Manager

Woodmere, Ohio-based MarshBerry has hired Bob Barber as a talent acquisition manager. His responsibilities include overseeing a team of direct reports to source and screen high quality sales professionals for the role of commercial producer and present candidates to agency …

High Agency Valuations ‘Not a Fad,’ MarshBerry Exec Tells Conference

Valuations of insurance agencies are as high as they have ever been and there does not appear to be any lessening of interest among suitors, according to an industry mergers-and-acquisitions (M&A) consultant. John Wepler, chairman and CEO of MarshBerrry, described …

The Graham Company Becomes 100% Employee Owned

After more than 50 years in business, The Graham Company, a Philadelphia, Penn.-based insurance and employee benefits broker, has become 100% employee owned through an employee stock ownership plan (ESOP). This move serves to further the firm’s strategy of remaining …

Good and Bad of Private Equity Investment in Insurance Agencies

It takes a lot of capital for an insurance agency to grow, acquire, merge or partner with another agency, and increasingly, private equity firms are stepping up to the plate to supply that funding. Although the number of reported mergers …

MarshBerry Enters Employee Stock Ownership Plan

Marsh, Berry & Co. Inc., a Cleveland-area consulting and investment banking firm focused on the insurance industry, announced that the firm has become 100 percent employee-owned through an Employee Stock Ownership Plan (ESOP) Trust. The ESOP announcement was made to …

Get the Full View of M&A and Organic Growth Best Practices

Woodmere, OH, April 11, 2016 – MarshBerry is excited to once again host the MarshBerry 360 Seminar Series. These educational events provide a comprehensive packet of strategies that help insurance agencies and brokers as they strive to maximize value. The …

Get the Full View of M&A and Organic Growth Best Practices

Woodmere, OH, March 28, 2016 – MarshBerry is excited to once again host the MarshBerry 360 Seminar Series. These educational events provide a comprehensive packet of strategies that help insurance agencies and brokers as they strive to maximize value. The …