MarshBerry published its 2025 Year in Review, analyzing insurance distribution, wealth advisory, and retirement planning markets. The report shows that 2025 saw an increase of 0.8% in insurance brokerage M&A, marking the third highest deal count on record. Public brokers saw their values go from historic highs in March 2025, before dropping 21% by the end of December 2025, likely due to premium rate increases starting to slow (or even decrease). However, private brokers have seen their valuations rise to all time high levels, and this trend is expected to continue in 2026 as interest rates drop. Organic growth rates for both public and independent brokers declined compared to the prior four years.
To read the report: please click here.