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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.

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Recent Transactions

  • July 2016

    Acrisure

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

    MB Logo_Hor_RGB

    MarshBerry was financial advisor to the Seller

  • June 2016

    Confie Logo

    Confie Seguros Holdings II has acquired Lloyd D. Sprague & Son, Inc.

    Sprague Insurance Logo

    MarshBerry was financial advisor to the Seller

  • June 2016

    Advantage Capital Holdings, LLC

    Advantage West, LLC has acquired Sentinel Security Life Insurance Co.

      Sentinel

    MarshBerry was financial advisor to Sentinel Security Life Insurance Co.

  • May 2016

    Broadstreet

    BroadStreet Partners, Inc. has acquired A Privately-Held Insurance Agency in Indiana

      MB Logo_Hor_RGB

    MarshBerry was financial advisor to the Seller

  • 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.

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.