MarshBerry

WayPoint: A stopping place on a journey. A point of reference that can be used for navigation. WayPoint, MarshBerry’s leading insurance brokerage market report, offers a deeper level of insight and guidance to help insurance agencies and brokers drive key business decisions. Each WayPoint edition offers: Macroeconomic indicators; Industry insights providing the latest data and insights to help drive your business.; Highlights from the M&A market; and the latest performance and insights on the public broker composite. #MarshBerry #WayPoint #Insurance #Agencies #Brokerages #MergersAndAcquisitions #Perpetuation #ThoughtLeadership #MarshBerryBrokerIndex Find your way to the latest monthly edition at https://hubs.ly/Q02Y2t330

Recent interest rate cuts and Republican victories in Washington have created some positive momentum for the capital markets. But will the good times last if foreign trade tariffs are implemented under Trump’s policies? Read Today’s ViewPoint from Gerard Vecchio and find out how lending within the insurance brokerage space is being impacted by dropping interest rates, and what could be on the horizon. https://hubs.ly/Q02ZxBMs0 #MarshBerry #CapitalMarkets #MergersandAcquisitions #InsuranceBrokerage

The share prices of the public insurance brokers outperformed the DJIA and GSPC through September 2024, driven by their ongoing strong revenue growth and profitability. Investors were also encouraged by the Fed’s first interest rate cut in over four years, as well as economic data that showed continued cooling inflation and better than expected GDP growth. Get the latest performance and insights on the public broker composite, earnings results and the overall macroeconomic environment in the latest edition of #WayPoint. #MarshBerry #WayPoint #Insurance #Agencies #Brokerages #MarshBerryBrokerIndex #ThoughtLeadership https://hubs.ly/Q02Y2s_l0

M&A activity for insurance brokerage through Q3 2024 is trending 8% higher than 2023. Find your way to the latest edition of #WayPoint where MarshBerry examines who's buying, who's selling and why you should care. #MarshBerry #WayPoint #Insurance #Agencies #Brokerages #MergersAndAcquisitions #ThoughtLeadership https://hubs.ly/Q02Y2mLl0

Thank you, Team OIA, for your continued partnership and warm welcome! MarshBerry and FirstChoice are proud to support Ohio’s independent agents and are looking forward to more success together. 

Finding the right AI program to deliver the efficiencies and growth you’re looking for can be difficult. Even when you ask all the right questions, how do you know you’re getting the right answers? Read Today’s ViewPoint from Josh Gibbons and learn about ten key questions, along with the good, and bad, answers to look for. https://hubs.ly/Q02Z3Q1J0 #MarshBerry #AI #artifical intelligence

Through the end of October 2024, M&A activity has broken through 2022’s stranglehold and is the clear front runner. MarshBerry is confident about wealth advisory M&A activity through the rest of the year, but how do buyer trends and election results factor in? Read Today’s ViewPoint from John Orsini to get the latest numbers on transactions, buyers, and deal highlights. https://hubs.ly/Q02YJq_w0 #MarshBerry  #WealthManagement  #MergersandAcquisitions  

Navigating today's challenges in the insurance brokerage industry can be daunting, especially when going at it alone. Participating in executive peer exchange allows top industry leaders to harness the power of teamwork and collaboration. Join Shelley Turk, MarshBerry Vice President, and Brooke Liu, MarshBerry Senior Vice President of Growth Advisory, as they demonstrate how leveraging an external board of like-minded executives can help you make strategic decisions, solve challenges, and drive revenue. Don’t miss this opportunity to learn how peer exchange and accountability can elevate your business. Watch On Demand today! https://hubs.ly/Q02YVbGv0 #PeerExchange #Insurance #Accountability

MarshBerry is thrilled to attend IMPACT®2024 on November 19-21 in San Francisco, CA! Our team is eager to connect, share innovative solutions, and discuss the latest trends in the RIA industry. Be sure to stop by our booth #1229 in the exhibit hall to meet our MarshBerry team of consultants, bankers and deal experts - Kim Kovalski, Tina Hohman, John Orsini, Justin Starnes, Brandon Helms, and Rob Madore #SchwabIMPACT #MarshBerry #WealthAdvisor #WealthManagement #MergersandAcquisitions

While the Weighted Average Owner Age of private insurance brokerage companies has been decreasing slightly over the last few years, many firms in the sector could still benefit from expanding ownership. Read the latest edition of #WayPoint to understand key market insights to help drive your business. Highlights this month include: >Weighted Average Shareholder Age for Insurance Brokerages Continues to Decrease >Expanding Your Portfolio: The Pet Insurance Opportunity >Cases and Effects of Costly Auto Insurance >The Top 100 Insurance Brokers in the U.S. Continue to Get Bigger #MarshBerry #WayPoint #Insurance #Agencies #Brokerages #WASA #WAOA #ThoughtLeadership https://hubs.ly/Q02Y26t90