Slider by IWEBIX

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

  • December 2014

    Hub-International

    Hub International Limited has acquired Fidelity Associates, Inc.

    fidelity

    MarshBerry was financial advisor to Fidelity Associates, Inc.

  • December 2014

    MMA Logo

    Marsh & McLennan Agency has acquired The Benefit Planning Group, Inc.

    Benefit Planning Group

    MarshBerry was financial advisor to The Benefit Planning Group, Inc.

  • December 2014

    BroadStreet Partners

    BroadStreet Partners, Inc. invested in InterWest Insurance Services, Inc.

    interwest_logo

    MarshBerry performed a fairness opinion for the ESOP of InterWest Insurance Services, Inc., a private company

  • December 2014
    arthur-gallagher

    Arthur J. Gallagher & Co. has acquired O'Gorman & Young, Inc. 

    OGY logo

    MarshBerry was financial advisor to O'Gorman & Young, Inc.

  • December 2014
    Hub International Limited
    has acquired John O. Bronson Co., Inc. (dba: Monterey Insurance Agencies) and Healthcare Facilities of America, Inc. (dba: Livermore & Associates Insurance Services)

    MarshBerry was financial advisor to John O. Bronson Co. and Healthcare Facilities of America, Inc.

  • November 2014

    EPIC

    EPIC Insurance Brokers and Consultants has acquired Greyling Insurance Brokerage & Risk Consulting, Inc.

       

    greyling

    MarshBerry was financial advisor to Greyling Insurance Brokerage & Risk Consulting, 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.