MarshBerry FocalPoint Webinar: Where Will the M&A Market Finish in 2022 and 2023 Outlook

January 12, 2023
1:00 - 1:45 PM ET

Relatively speaking, 2022 has been a year of challenging headwinds for merger & acquisition (M&A) activity. It didn’t help that 2021 broke records in many categories. But despite the hurdles, 2022 has the opportunity to end strong. Join Phil Trem, President – Financial Advisory, where he’ll showcase 2022 M&A year-end results, trends in valuations, an update from the capital markets, and the outlook for insurance agencies and brokerages in 2023.

Presented by Phil Trem, MarshBerry President - Financial Advisory

As President of MarshBerry's Financial Advisory Division, Phil Trem brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers.


Phone: 440.392.6547

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