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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

  • 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.

  • October 2014
    arthur-gallagher

    Arthur J. Gallagher & Co. has acquired Insurance Associates, Inc. and F&W Insurance, Inc.

    Insurance Associates

    MarshBerry was financial advisor to Insurance Associates, Inc. and F&W Insurance, Inc.

  • October 2014

    USI

    USI Insurance Services, LLC has acquired Wallace Insurance Inc., Wallace Scott LLC & Scott Insurance Services

     

    Wallace

    MarshBerry was financial advisor to Wallace Insurance Inc. Wallace Scott LLC & Scott Insurance Services

  • October 2014

    heffernan_insurance_brokers

    Heffernan Insurance Brokers has acquired Pilot Benefits Group, LLC

    pilotlogo

    MarshBerry was financial advisor to Pilot Benefits Group, 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 15 years, MarshBerry has closed 435 transactions and over 215 diagnostic and confirmatory due diligence projects over the last ten years.