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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.

2014 SNL Table

Recent Transactions

  • July 2015

    Hub-International

    Hub International Limited has acquired HDH Group, Inc.

    HDH group  

    MarshBerry was financial advisor to Hub International Limited

  • June 2015

    Hub-International

    Hub International Limited has acquired Gamble & Associates Insurance Limited

    Gamble Insurance  

    MarshBerry was financial advisor to Hub International Limited

  • June 2015

    AssuredPartners, Inc. - St. Mary, FL

    AssuredPartners, Inc. has acquired Corporate Healthcare Strategies LLC, d/b/a StoudtAdvisors Inc.

     

    Commercial Insurance ServicesCommercial Insurance ServicesStoudtAdvisors-JPGCommercial Insurance ServicesCommercial Insurance ServicesCommercial Insurance Services

    MarshBerry was financial advisor to Corporate Healthcare Strategies LLC, d/b/a StoudtAdvisors Inc.

  • June 2015

    Hudson

    Hudson Insurance Company has acquired Euclid Managers, LLC

    Euclid Managers LLC Logo

    MarshBerry was financial advisor to       Euclid Managers, LLC

  • June 2015

    Risk Strategies

    RSC Insurance Brokerage Inc., d/b/a Risk Strategies Company Inc. has acquired Dubraski & Associates Insurance Services LLC

       

    Dubraski

    MarshBerry was financial advisor to Dubraski & Associates Insurance Services LLC

  • May 2015
    CoyleKiley

    Coyle Kiley Insurance Agency, Inc. has acquired Coyle-Varland Insurance Agency, Inc.

      Coyle Varland

    MarshBerry was financial advisor to Coyle Kiley Insurance Agency, Inc. and Coyle-Varland Insurance Agency, Inc.

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.