MarshBerry

Here are the top 10 brokers of U.S. business (based on 2025 revenue) according to Business Insurance’s annual report on the Top 100 Insurance Brokers. These 10 firms comprised 70% of the revenue of the top 100 brokers. Find out more about the top 100 list, including who’s moving up, who’s new, and common strategies they all share: https://hubs.ly/Q04rdZNH0

The hardest part of getting a deal across the finish line is often not the transaction itself — it's achieving alignment before closing. Andrew Harris, CPWA®, CEPA®, Kintra Wealth CEO, and Nick Loring CFP®, CPWA®, CIMA®, MBA, CRPC®, CRPS®, Kintra Wealth Managing Partner, discussed with Justin Starnes, MarshBerry Director, the toughest alignment challenges they faced leading up to close and what gives them confidence that those issues won't resurface once the firms come together. If you're navigating a merger, acquisition, or strategic partnership, this discussion offers practical insights into how strong alignment today can create lasting success tomorrow. Watch the full interview to learn how these leaders approached one of the most critical aspects of a successful integration: https://lnkd.in/e5n32Sh2

A more hawkish interest-rate outlook, slower organic growth, and heightened macro uncertainty are making buyers more selective – but high-quality insurance brokerages, with demonstrated growth strategies, remain among the most sought-after assets in the middle market. Download the U.S. Quarterly Retail M&A Market Update to get more details on Q2 2026 deal volume, top buyers, valuations and notable transactions: https://hubs.ly/Q04qVT3F0

With a record-setting transaction pace in 2026, the market continues to reflect strong demand for strategic partnerships, scale, and succession solutions. John Orsini, MarshBerry Director, shared his perspective in Citywire RIA’s latest analysis of Q2 wealth management deal activity. Strategic acquirers are seeing stronger pipelines and a higher volume of conversations than in previous years, as firms seek additional resources, scale, and pathways to transition equity to next-generation advisors.   Read the full analysis here: https://hubs.ly/Q04qS-p90

Building stronger communities takes people who are willing to advocate, educate, and connect others with resources. That's exactly what motivates Caroline Emmet, Senior Vice President, as a Board Member of Breakthrough T1D’s Northern Ohio chapter.   Breakthrough T1D is dedicated to accelerating life-changing advances for people living with Type 1 diabetes. Through local fundraising, volunteer efforts, and supporting policies that improve the lives of those with T1D, the organization helps families navigate the emotional and practical challenges that come with a diagnosis. Thank you, Caroline, for contributing to a more hopeful future for T1D!

What separates top-performing sales organizations from the rest? It starts with leadership having the discipline to benchmark performance, set higher expectations, and make gradual, intentional changes with patience. Read more from Tommy McDonald to learn how firms transform their sales culture through strategic hiring, compensation alignment, niche specialization, and a team-selling approach that continues to drive growth.

📈 In a consolidating market, standing out is becoming just as important as scaling up.   As private capital-backed platforms and national firms expand capabilities, the definition of a “full-service brokerage” continues to evolve. For independent firms, the challenge isn’t whether to sell – it’s how to stay competitive.   Key pressures changing the landscape: • Larger firms expanding analytics, specialization, and advisory capabilities • Stronger carrier relationships, market access, and operational consistency being driven by scale • Consolidators investing in recruiting, compensation structures, and career pathways • Growth being measured by specialization, client outcomes, and repeatable value delivery   ➡️ Discover how independents can compete and thrive in the latest WayPoint: https://hubs.ly/Q04p1LvH0

Supporting communities means supporting the well-being of all who call them home – including four-legged friends! Melissa Stover, Vice President, sees this firsthand as a Cuyahoga County Animal Shelter (CCAS) Board Member.   CCAS operates as a vital community resource for lost and stray dogs. Last year, the shelter successfully adopted out over 900 dogs and reunited nearly 200 with their owners. CCAS also recently opened a $2.7 million expansion to improve dog socialization, rehabilitation, and quality of life. Thank you, Melissa, for helping enrich the lives of these animals and the families who care for them!

Measuring and improving the right metrics helps brokerage owners make smarter decisions, uncover opportunities, and strengthen their business. Read Today’s ViewPoint from Brooke Liu to find out more about the core metrics that reveal a firm’s liquidity, stability, and long-term ownership readiness: https://lnkd.in/dRUzv8yX

Incentive plans remain an important tool for aligning employee compensation with business priorities. Many firms tie bonuses to: ✓ Revenue growth ✓ Profit ✓ Increased productivity The result? Compensation structures that reward measurable performance across the firm. 📊 See how firms structure incentives today in MarshBerry’s 2026 Agency & Brokerage Compensation Report: https://hubs.ly/Q04q1SXR0