Learn. Improve. Realize.

Today's ViewPoint

As the insurance brokerage landscape changes daily, you need relevant insight to today's marketplace as seen through the eyes of MarshBerry's experts. Our commitment is to share our views and offer our expertise to help you make informed decisions. MarshBerry is here for you with as strong of a commitment as ever to help you navigate these complicated times.

LENDING TO BROKERAGE FIRMS IN A PANDEMIC

Posted by Gerard Vecchio on October 15, 2020

An interview with Paul Thivierge, Director, Commercial Banking – BMO Harris Bank

In Today’s ViewPoint, Gerard Vecchio, Managing Director - MarshBerry, and Paul Thivierge, Director, Commercial Banking – BMO Harris Bank, discuss lending to insurance brokerage firms during a pandemic.

 

Gain insight into potential changes for brokers when looking for debt capital, what lies ahead for dividend recaps, and how policy counts in an increasing rate environment might affect going to market for financing.

 

 

If you have questions about Today’s ViewPoint or would like to learn more about the availability of debt capital in the insurance brokerage market, please email or call Gerard Vecchio, Managing Director, at 212.972.4886.

Mark Your Calendars!

Interested in learning more about current debt & equity market dynamics, and why raising capital is the smartest decision you can make in 2020? MarshBerry is hosting its 15th Annual IMPACT Summit on Tuesday, November 10 starting at 1 pm ET. Registration opens soon!

 

Subscribe to MarshBerry's Today's ViewPoint blog for the latest news and updates and follow us on social media.

Investment banking services offered through MarshBerry Capital, Inc., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, Ohio 44122 (440.354.3230)

Topics: Financial Advisory, insurance, agents, brokers, financing, debt capital

Leave Comment