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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.

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Recent Transactions

  • March 2016

    Risk Strategies

    RSC Insurance Brokerage, Inc., d/b/a Risk Strategies Company, Inc. has acquired Lester Brokerage, Inc.


    Lester Brokerage logo

    MarshBerry was financial advisor to Lester Brokerage, Inc.

  • February 2016
    The Hilb Group, LLC. (PRNewsFoto/The Hilb Group, LLC)

    Hilb Group, LLC has acquired Dowling & O'Neil Insurance Agency, Inc.

    Dowling & O'Neil - 02 2016  

    MarshBerry was financial advisor to Dowling & O'Neil Insurance Agency, Inc.

  • February 2016

    BD Cap Partners - 02 2016

    BD Capital Partners, LLC has acquired Pinkerton Insurance Agency, Inc.


    Pinkerton Ins Agency - 02 2016

    MarshBerry was financial advisor to Pinkerton Insurance Agency, Inc.

  • February 2016


    Acrisure, LLC has acquired A Privately-Held Insurance Agency in California

    MB Logo_Hor_RGB

    MarshBerry was financial advisor to the Seller

  • January 2016

    Brown & Brown Insurance Services of California, Inc. has acquired BayRisk Insurance Brokers, Inc.

      BayRisk Logo

    MarshBerry was financial advisor to BayRisk Insurance Brokers, Inc.

  • January 2016

    USI Insurance Services, LLC has acquired Healthcare Liability Solutions, LLC

    Healthcare Liability Solutions

    MarshBerry was financial advisor to USI Insurance Services, LLC

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 17 years, MarshBerry has advised on more than 531 transactions and over 235 diagnostic and confirmatory due diligence projects over the last ten years.