Your partner for financial consulting and M&A advisory
Every business needs help at some point, to reach their peak performance and realize their full potential.
MarshBerry is, at its core, a relationship business. We’re trusted guides, helping clients better navigate an often rocky path. And we’re a process business, investing time and effort to precisely map out the terrain, researching every step and implementing services to help you get where you want to go. That’s how we help businesses build value, one safe step at a time.
Most of our clients have been with us for years. The relationships make all the difference on the way to the summit.
Contact us today! We want to start helping you grow right away.
Founded in 1981, MarshBerry's primary objective is to help insurance agents, brokers and carriers as they work to maximize their value through our industry-specific services that include: Merger & Acquisition Advisory*, Management Consulting, Organic Growth Consulting, Intellectual Capital and Peer Exchange Networks. Ranked #1 M&A Advisor by S&P Global Market Intelligence
for each of the past 18 years1
, MarshBerry has advised on over 6002
transactions since 1999 and completed more than 275 diagnostic and confirmatory due diligence projects over the last thirteen years.
1 Mergers & Acquisition (M&A) Announced Transactions in Insurance Brokerage (1999-2016). Ranked by total number of deals.
2 These totals include certain transitions completed by Marsh, Berry & Company, Inc. professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, Inc.