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MarshBerry

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.

Most Active – Advisor Rankings

Merger & Acquisition Transactions in Insurance Brokerage 1999-2013; Ranked by Total Number of Deals

SNL 2013 Deals_Web

Recent Transactions

  • October 2014

    USI

    USI Insurance Services, LLC has acquired Wallace Insurance Inc., Wallace Scott LLC & Scott Insurance Services

     

    Wallace

    MarshBerry was financial advisor to Wallace Insurance Inc. Wallace Scott LLC & Scott Insurance Services

  • October 2014

    heffernan_insurance_brokers

    Heffernan Insurance Brokers has acquired Pilot Benefits Group, LLC

    pilotlogo

    MarshBerry was financial advisor to Pilot Benefits Group, LLC

  • October 2014

    First Commonwealth Insurance Agency - 10.2014

    First Commonwealth Insurance Agency, Inc. has acquired Thompson/McLay Insurance Associates

     

    Thompson McLay

    MarshBerry was financial advisor to First Commonwealth Insurance Agency, Inc.

  • October 2014

    Hub-International

    Hub International Limited has acquired FieldEddy, Inc. and Your Choice Insurance Agency, Inc.

    FieldEddy - 10.2014

    MarshBerry was financial advisor to FieldEddy, Inc. and Your Choice Insurance Agency, Inc.

  • October 2014

    Hub-International

    Hub International Limited has acquired Marrs Maddocks & Associates Insurance Services, Inc.

     

    mars maddocks

    MarshBerry was financial advisor to Marrs Maddocks & Associates Insurance Services, Inc.

  • October 2014

    Hub-International

    Hub International Limited has acquired Kuykendall Gardner, LLC

    Kuykendall-Gardner

    MarshBerry was financial advisor to Hub International Limited

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 15 years, MarshBerry has closed 435 transactions and over 215 diagnostic and confirmatory due diligence projects over the last ten years.