MarshBerry

A national firm with over 1,100 clients in 50 states.

Founded in 1981, MarshBerry’s primary objective is to help insurance agents, brokers and carriers as they work to maximize their value through our industry-specific services that include: Merger & Acquisition Advisory*, Management Consulting, Organic Growth Consulting, Intellectual Capital and Executive Peer Exchange. Ranked #1 sell side adviser (2008-2017), as tracked by S&P Global Market Intelligence, MarshBerry has advised on over 650¹ transactions since 1999 and completed 310 diagnostic and confirmatory due diligence projects over the last 14 years. Visit www.MarshBerry.com to learn more.

Our areas of focus include:

• Merger & Acquisition Advisory*
• Capital Raising*
• Perpetuation Planning
• Valuations
• Sales Performance Consulting
• Talent Acquisition
• Executive Peer Exchange Network
• Business Strategy & Planning
• Proprietary Financial Benchmarking
• Reinsurance Brokerage
• Specialty Program Business
• Alternative Markets and Risk Pooling Services
• Analytical and Consulting Services
• Catastrophe Reinsurance
• Distribution Networks
• Export Credit
• Longevity Risks
• New Product Development
• Political Risk Insurance
• Rating Agency Services
• MGAs/MGUs
• Captives and Risk Retention Groups (RRGs)
• Renewal Rights Transactions
• Binding Authorities

Description of Product or Services you would like to promote in the Association:

Building on decades of experience in the insurance industry, MarshBerry is pleased to offer dedicated advisory resources to the specialty insurance marketplace. We find a balance between analysis and experience, and our team offers a multitude of financial and strategic services. We provide merger & acquisition advisory*, valuations, perpetuation planning, program business consulting, capital raising*, alternative markets, risk pooling services and reinsurance brokerage, as well as other analytical and consulting services.

How does your product or service specifically target/benefit Program Administrators:

• Ranked #1 sell side adviser (2008-2017), as tracked by S&P Global Market Intelligence, MarshBerry has advised on more than 650 transactions since 1999 and has completed 310 diagnostic and confirmatory due diligence projects over the last 14 years.
• More than 3,150 valuations completed²
• Over 14,000 aggregate hours of structured exchange³ and more than $2.2B in aggregate revenue in Peer Exchange Agency Network Partners
• Benchmarking services provided for over 1,200 firms⁴

What differentiates your product from others in the marketplace?

On an annual basis, MarshBerry conducts a Market & Financial Outlook Study for Specialty Distributors.

In our 2017 Study we had 135 (representing a 10% increase over 2016) Specialty Distributor respondents. Based on MarshBerry’s proprietary database, industry changes, and professional insight, we estimate the total number of entities in the U.S. Specialty Distribution space to be approximately 2,100 companies.⁵ Based on this estimate, our 2017 Study represents approximately 6% of the market.