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3 weeks ago | 
leadersedge.com | Phil Trem |Zach West
By Phil Trem Posted on March 31, 2025 Still, M&A activity throughout 2024 had a “2021” quality to it, with strong economic tailwinds, large and potentially industry-changing deals, and a presidential election that created apprehension about capital gains tax changes. On paper, it felt like 2024 could challenge the record.
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1 month ago | 
leadersedge.com | Phil Trem |Zach Ewell
It felt like every few months a big insurance broker (and active buyer) would announce its sale to an even bigger broker. In the middle of all of that action were the “big three” public brokers by revenue—Marsh McLennan, Aon, and Gallagher.
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Jan 15, 2025 | 
leadersedge.com | Phil Trem |Zach Ewell
For the U.S. economy, inflationary pressures eased, the Federal Reserve cut interest rates three times, the labor market strengthened, real gross domestic product (GDP) increased, and the financial markets reached historic highs. For the insurance industry, financial performance for the U.S. property and casualty (P&C) sector improved markedly in 2024.
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Dec 2, 2024 | 
leadersedge.com | Phil Trem |Chris Schneidmiller
By Phil Trem Posted on December 2, 2024 Potential sellers can no longer rely on just one or two elements to attract potential buyers. They must show the quality of their growth to these businesses, measured through a litany of qualitative factors and quantitative metrics. It is no longer good enough to grow by simply adding revenue through M&A.
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Nov 13, 2024 | 
marshberry.com | Phil Trem
Now that the presidential election is behind us, many of the question marks surrounding tax policies in 2025 and beyond are more in focus. President-elect Trump has made it clear in his pre-election campaign his intention to permanently extend the policies of the Tax Cuts and Jobs Act (TCJA) of 2017, keeping capital gains taxes at current levels, possibly even lower them.
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Oct 31, 2024 | 
leadersedge.com | Phil Trem |Joseph D. Puglisi
Could this signal a trend toward similar strategic partnerships? Marsh McLennan and Aon, respectively the first- and second-largest insurance brokers in the world, continue to grow both organically and through aggressive acquisition strategies. On Sept. 30, Marsh McLennan announced an agreement to buy McGriff Insurance Services for $7.75 billion through its Marsh McLennan Agency (MMA).
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Oct 1, 2024 | 
leadersedge.com | Phil Trem |Zach Ewell
Starting a business is often considered the quintessential example of the American dream, where an individual can be their own boss, control their destiny, and build something important and valuable. For many, that also may ultimately lead to an opportunity to cash in and sell that business.
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Sep 17, 2024 | 
marshberry.com | Sara Dahlen |Phil Trem
Ahead of the Federal Reserve’s anticipated cut to the federal funds rate, the M&A market for insurance brokerage continues to heat up. September has seen some of the most volatile financial markets of the year. Some of it has been the reaction to the most recent jobs report, which showed slowing job growth and rising employment. Some of it may be in anticipation of the Federal Reserve’s (Fed) meeting on September 18th, in which the Fed is expected to cut the federal funds rate.
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Aug 28, 2024 | 
leadersedge.com | Phil Trem |Zach West
By Phil Trem Posted on August 28, 2024 Financial analysts and political pundits had laid out the possible tax implications for individuals, businesses, and the overall economy of the campaign pitting President Joe Biden against former President Donald Trump. Now they must consider how that might change after Biden withdrew from the race and Harris took over as her party’s flag bearer.
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Aug 28, 2024 | 
marshberry.com | Sara Dahlen |Phil Trem
Despite volatility in the financial markets, and continued uncertainty with inflation, interest rates and the labor markets – insurance brokerages continue to see growth and deliver profitability. Some of the largest public brokers are seeing all-time highs in stock price, including Arthur J. Gallagher & Co (AJG) and Brown & Brown (BRO).
