Latest MarshBerry Headlines
All the headlines from our MarshBerry Topic Page, ordered by recency.
MarshBerry’s FirstChoice Expands to Minnesota and Arizona
Apr 15 2025 // MarshBerry announced that FirstChoice, a MarshBerry Company (FirstChoice), has expanded into Minnesota and Arizona. This strategic move provides independent insurance agency owners in these states with the opportunity to...
FirstChoice, a MarshBerry Company, Adds 500th Member to Network
Sep 11 2023 // MarshBerry, an investment banking and consulting firm serving the insurance distribution and wealth management industries based in Woodmere, Ohio, announced that FirstChoice, a MarshBerry Company, has welcomed its 500th...
Agency Partnerships: MarshBerry Platform, First Choice Agents Alliance Combine
Aug 8 2022 // 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...
101 Sales, Marketing & Agency Management Ideas
Aug 24 2020 // 1. Offset Negativity. What can you show your clients that you are doing to help them during the pandemic? Everyone is tired of hearing how all their business income (BI) claims are denied. What are you doing to offset all...
Alera Group Names MarshBerry’s Wochele as VP, Sales Development
Jul 7 2020 // Alera Group has appointed Jim Wochele national vice president of Sales Development. Based in Cleveland, Ohio, Wochele will oversee sales training and development, strategy and execution across the United States. Wochele is...
Think Bold. Grow Your Human Capital: MarshBerry Commentary
May 3 2019 // Peter Drucker wrote in The Effective Executive, “An organization that just perpetuates today’s level of vision, excellence and accomplishments has lost the capacity to adapt. And since the one and only thing in...
MarshBerry Talent Acquisition Recruits 400th Producer
Mar 21 2018 // 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...
2017 Yields Highest Recorded Number of Announced Deals: MarshBerry
Feb 5 2018 // The number of announced U.S. insurance broker deals in 2017 was the highest in recorded history, at 536. This year also had the highest number of deals closed in the fourth quarter since 2012 (when the capital gain tax...
Deal Activity on Record Pace: MarshBerry
Nov 20 2017 // Deal count is on record pace for the first nine months of 2017 (year-to-date, Sept. 30, 2017). There were 357 transactions during this period. By comparison, 334 transactions closed during the same year-to-date period in...
M&A Activity Outpacing Prior Years: MarshBerry
Aug 21 2017 // Merger and acquisition (M&A) activity continued strong through the second quarter of 2017. The year to date announced deal count is 239 through June 30 (compaared to 222 for the same period last year). The number of...
101 Sales, Marketing & Agency Management Ideas
Aug 21 2017 // 1. Dare to Break the Mold. We tend to hit a sweet spot of what works for us in agency management and stay there, focusing on the “sexier” sales side of the business. It’s fine to keep what works, but...
MarshBerry Adds Barber as Talent Acquisition Manager
Jul 19 2017 // 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...
High Agency Valuations Not Going Away, MarshBerry Exec Tells Conference
Jun 19 2017 // 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...
High Agency Valuations ‘Not a Fad,’ MarshBerry Exec Tells Conference
May 31 2017 // 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...
M&A Activity Continues at Industrious Pace: MarshBerry
Feb 6 2017 // Merger & acquisition activity in the insurance distribution space continued at an industrious pace throughout 2016, with 443 closed transactions. This was down from 456 in 2015, but still higher than previous years on...
MarshBerry Enters Employee Stock Ownership Plan
Oct 13 2016 // 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...
101 Sales, Marketing, and Agency Management Ideas
Aug 22 2016 // Emotional Connections.Great brands avoid selling products. Great salespeople cultivate emotional connections with customers. —Harvard Business Review, August 2016 How to Increase Sales.Discuss all coverages applicable...
Insurance Journal Co-Sponsors MarshBerry Market & Financial Survey: Participate Now
Jul 27 2016 // How are firms attracting and keeping new talent? How are organizations using data to provide their clients with insights into their business? Will historical growth rates be sustainable? What functions with an agency are...
Get the Full View of M&A and Organic Growth Best Practices
Apr 11 2016 // 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...
Get the Full View of M&A and Organic Growth Best Practices
Mar 28 2016 // 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...
