8:00 AM

9:00 AM

9:15 AM

Join Phil Trem, MarshBerry President, for an insightful exploration of the forces shaping the insurance distribution landscape. This session uncovers the latest market dynamics, including why valuations for insurance brokerages remain resilient, key trends in mergers and acquisitions, and strategies for driving sustainable organic growth. As the industry faces rapid evolution, success hinges on more than awareness—it requires a clear, compelling value proposition that differentiates your business. Gain actionable insights to strengthen your competitive position, overcome emerging challenges, and capitalize on growth opportunities in a shifting marketplace.

10:15 AM

10:30 AM

Gain a 360° perspective on the evolving insurance merger & acquisition (M&A) landscape. Led by Eric Hallinan, MarshBerry Managing Director, this session dives into the critical trends shaping transactions today—from valuation drivers and earn-out structures to capital raising strategies and lessons learned from recent deals. Whether you’re considering a sale, acquisition, or growth through partnership, understanding these dynamics is essential to maximizing value and mitigating risk.

Walk away with actionable insights to help you:

• Navigate current valuation trends and what’s influencing multiples
• Structure earn-outs effectively to align interests and reduce friction
• Explore capital raising options to fuel growth and expansion
• Position your firm for success by mastering the strategies that define high-performing transactions in today’s competitive market.

11:20 AM

Selling your firm is a transformative decision—but what happens after the ink dries? In this candid session, Phil Trem, MarshBerry President, sits down with firms that have navigated life post-transaction. Explore what worked, what didn’t, and the unexpected challenges and opportunities that arise after a sale.

Key discussion points include:

• Cultural integration and maintaining client relationships
• Retention strategies for key talent post-acquisition
• Financial and operational realities after the deal closes
• Lessons learned to help future sellers prepare for success

Whether you’re considering a sale or simply want to understand the long-term impact, this session provides practical takeaways to help you make informed decisions and set realistic expectations for the road ahead.

12:00 PM

Lunch

1:00 PM

Choosing not to sell your firm—at least for now—opens the door to a different challenge: how do you set ambitious goals and drive meaningful results? This session focuses on building a clear vision for the future and creating a roadmap that aligns with your long-term objectives.

Key takeaways include:

• Defining a strategic vision that positions your firm for growth
• Setting measurable goals that inspire accountability and performance
• Leveraging best practices to accelerate organic growth
• Preparing for future opportunities—whether that means selling later or staying independent

If you’ve decided to hold off on a transaction, this session will help you turn that decision into a powerful catalyst for success.

1:30 PM

A thriving sales culture doesn’t happen by chance—it’s built intentionally. In this session, Tommy McDonald, MarshBerry Managing Director, discusses how to create an environment that inspires accountability, fosters collaboration, and drives consistent organic growth. Learn the key elements of a winning sales culture, from leadership alignment and goal setting to compensation strategies and performance management.

Key takeaways include:

• Defining the behaviors and metrics that fuel a growth mindset
• Aligning leadership and producers around shared objectives
• Embedding accountability and continuous improvement into your culture

Whether you’re looking to boost production or transform your firm’s growth trajectory, this session provides actionable strategies to make sales excellence part of your DNA.

2:15 PM

2:30 PM

3:15 PM

In a competitive marketplace, attracting and retaining key people is critical to sustaining growth and perpetuation. Equity programs can be a powerful tool—but only if they’re structured effectively. This session explores best practices for designing equity and ownership opportunities that align interests, reward performance, and create long-term commitment.

Key takeaways include:

• Why equity programs matter for talent retention and succession planning
• Pros and cons of different models for sharing ownership, including synthetic equity
• How to structure programs that balance risk, reward, and flexibility
• Real-world examples of successful equity strategies

If you want to build a team that’s invested—literally—in your firm’s success, this session will show you how to make equity programs a cornerstone of your growth strategy.

3:45 PM

Eric Hallinan, MarshBerry Managing Director wraps up your MarshBerry 360 experience with a clear summary of the insights and strategies shared throughout the seminar. This session highlights the most impactful ideas from the day, including:

• M&A Market Trends – What’s driving valuations, deal structures, and capital strategies
• Organic Growth Best Practices – Proven approaches to building a high-performance sales culture and differentiating your firm
• Talent & Perpetuation Strategies – How equity programs and goal setting can secure your future
• Actionable Next Steps – Practical tools to apply immediately for growth and long-term

Presented by Eric Hallinan, MarshBerry Managing Director 

4:15 PM

Networking Cocktail Reception