How Independent Insurance Firms Become Regional or National Brokers
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on demand for $249
Less than a decade ago, many believed that forming a national brokerage from scratch was an impossible feat. However, MarshBerry, the investment banking firm, played a pivotal role in helping to establish and support the management groups of three leading insurance brokerages – Patriot Growth Insurance Services (Patriot), Alera Group, Inc. (Alera), and Oakbridge Insurance Agency LLC.
The success experienced since the formation of these firms, alongside ongoing investment from private equity partners, highlights their impressive growth trajectories in a competitive marketplace.
Join Eric Hallinan, Managing Director and Bud Davis, Associate, Financial Advisory as they delve into case studies on each of these transactions, showcasing why these firms chose to forge a new path and how they continue to advance from both a prominence and valuation perspective. Learn how they are expanding their value and national footprints.
Originally recorded October 24, 2024. Runtime = 35 minutes.
Presented by:
Eric Hallinan, MarshBerry Managing Director
Eric Hallinan joined MarshBerry in 2011, bringing with him significant experience in insurance firm operations, finance, and technology. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His involvement covers the full gamut of a merger & acquisition (M&A) transaction, and he works hard to provide clients with a seamless, comprehensive experience.
For questions about this on-demand webinar, contact Marketing@MarshBerry.com