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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.

2014 SNL Table

Recent Transactions

  • April 2015


    Hub International Limited has acquired Progressive Home Warranty & Pacific Home Warranty

    Progressive and Pacific Logos  

    MarshBerry was financial advisor to Hub International Limited

  • March 2015


    Hub International Limited has acquired Laubacher Insurance Agency, Inc.


    MarshBerry was financial advisor to Laubacher Insurance Agency, Inc.

  • February 2015

    Associated Banc-Corp

    Associated Banc-Corp has acquired Ahmann & Martin Co.

    Ahmann Martin

    MarshBerry was financial advisor to Associated Banc-Corp

  • February 2015

    Arthur J. Gallagher & Co. has acquired Cohn Financial Group, LLC


    MarshBerry was financial advisor to Cohn Financial Group, LLC

  • January 2015
    G2 Insurance Services

    G2 Insurance Services, LLC has acquired books of business from Wells Fargo Insurance Services USA, Inc.


    Wells Fargo

    MarshBerry was financial advisor to G2 Insurance Services, LLC

  • January 2015

    NexTier Insurance Services, LLC has merged with ESS Insurance Group


    MarshBerry was financial advisor to NexTier Insurance Services, LLC & ESS Insurance Group

MarshBerry M&A Services OverviewMarshBerry Services

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, Financial Consulting, Organic Growth Consulting, Information Services and Peer Exchange Networks.  Ranked #1 by SNL Financial for each of the past 16 years, MarshBerry has closed more than 479 transactions and over 235 diagnostic and confirmatory due diligence projects over the last ten years.