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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

  • 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

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

    knox

    MarshBerry was financial advisor to BancorpSouth Insurance Services, Inc.

  • February 2014
    arthur-gallagher

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

    rbs

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

  • February 2014
    arthur-gallagher

    Arthur J. Gallagher & Co. has acquired Kent, Kent & Tingle

    KK&T

    MarshBerry was financial advisor to Kent & Kent Partnership and Fred Kent (dba Kent, Kent & Tingle)

  • January 2014
    USI

    USI Insurance Services, LLC has acquired selected Wells Fargo Insurance Locations

    Wells Fargo

    MarshBerry was financial advisor to USI Insurance Services, LLC

  • January 2014

    Leavitt Group

    Leavitt Group Enterprises, Inc. has acquired an interest in Mountain West Benefits

    mw_benefits

    MarshBerry was financial advisor to Coordinated Care Partners (dba Mountain West Benefits)

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.