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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.

Most Active – Advisor Rankings

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

SNL 2013 Deals_Web

Recent Transactions

  • August 2014

    Univest 07.01.2014

    Univest Insurance, Inc. has acquired Sterner Insurance Associates, Inc.

    Sterner Insurance 07.14.2014

    MarshBerry was financial advisor to Sterner Insurance Associates, Inc.

  • June 2014


    Hub International Limited has acquired Fox/Everett, Inc.

    fox-everett logo - current 06 01 2014

    MarshBerry was financial advisor to Fox/Everett, Inc.

  • June 2014

    MMA Logo

    Marsh & McLennan Agency has acquired Capstone Insurance Services

    Capstone Ins Svcs 03.31.2014

    MarshBerry was financial advisor to Marsh & McLennan Agency.

  • April 2014

    AssuredPartners, Inc. - St. Mary, FL

    AssuredPartners, Inc. has acquired Landry, Harris and Company, L.L.C

    Commercial Insurance ServicesCommercial Insurance ServicesLandry Harris & Co 04.2014Commercial Insurance ServicesCommercial Insurance ServicesCommercial Insurance Services

    MarshBerry was financial advisor to Landry, Harris and Company, L.L.C

  • April 2014


    BancorpSouth Insurance Services, Inc. has acquired Knox Insurance Group, LLC


    MarshBerry was financial advisor to BancorpSouth Insurance Services, Inc.

  • February 2014

    Arthur J. Gallagher & Co. has acquired Risk & Benefit Solutions


    MarshBerry was financial advisor to  Insurance & Actuarial Consultants, LLC (dba Risk & Benefit Solutions)

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.