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
Univest Insurance, Inc.
Sterner Insurance Associates, Inc.
MarshBerry was financial advisor to Sterner Insurance Associates, Inc.
Hub International Limited
MarshBerry was financial advisor to Fox/Everett, Inc.
Marsh & McLennan Agency
Capstone Insurance Services
MarshBerry was financial advisor to Marsh & McLennan Agency.
BancorpSouth Insurance Services, Inc.
has acquired Knox Insurance Group, LLC
MarshBerry was financial advisor to BancorpSouth Insurance Services, Inc.
Arthur J. Gallagher & Co.
has acquired Risk & Benefit Solutions
MarshBerry was financial advisor to Insurance & Actuarial Consultants, LLC (dba Risk & Benefit Solutions)
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.