Outlook for the Insurance Distribution, Wealth
Advisory & Retirement Planning Markets
WOODMERE, Ohio, May 6, 2024
/PRNewswire/ -- MarshBerry, a global M&A advisory firm, serving
the insurance brokerage and wealth management industries, has
released its annual Merger & Acquisition (M&A) Year in
Review.
MarshBerry's Annual M&A Report provides a retrospective look
at activity across Insurance Distribution, Wealth Advisory &
Retirement Planning Markets primarily within the United States. In addition, the report
includes highlights for the long-term anticipated consolidation in
the European market as well as an outlook for 2024.
"This annual analysis reflects our dedication to providing
invaluable insights into the ever-evolving landscape of insurance
M&A," said John Wepler,
MarshBerry Chairman & CEO. As we navigate through these dynamic
times, this report serves as a testament to our commitment to
empower firms with the knowledge they need to make informed
decisions and drive strategic growth."
The report showcases:
- Insurance Brokerage Buyer & Seller Review
- Insurance Brokerage Buyer Types
- Insurance Specialty Market
- InsurTech
- Retirement & Wealth Advisory
- The European Market
- Employee Benefits & Consulting
- 2024 Outlook
"MarshBerry's annual M&A year in review isn't just data;
it's a roadmap for growth," said Phil
Trem, MarshBerry President of Financial Advisory. "By
leveraging the insights within, firms can seize opportunities,
mitigate risks, and strategically position themselves for success
in an increasingly competitive market."
If you have questions about how MarshBerry helps firms create
their path forward, in the U.S. or across Europe, please contact us today.
MarshBerry – Helping Clients Learn, Improve & Realize
Value
Founded in 1981, MarshBerry is a global leader in
financial advisory and consulting services serving the insurance
brokerage and wealth management industries to help clients grow and
advance their business strategies. With locations across
North America and Europe, MarshBerry market sector expertise
includes property and casualty agents & brokers, employee
benefit firms and specialty distributors, partners in insurtech,
capital markets, and insurance carriers, as well as registered
investment advisors, retirement planning and life insurance firms.
Clients choose MarshBerry as their trusted advisor for every stage
of ownership to help them build, enhance and sustain value through
Financial Advisory solutions (Investment Banking; Merger &
Acquisition Advisory, Debt & Capital Raising, Business
Consulting), Growth Advisory solutions (Organic Growth,
Aggregation, Leadership, Sales & Talent Solutions) and Market
Intelligence and Performance Benchmarking. Learn more at
www.MarshBerry.com.
Contact:
Lauren Byers, Senior Vice President –
Marketing
Phone: + 1
440.392.6546
Email:
Lauren.Byers@MarshBerry.com
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SOURCE MarshBerry