What We Do

We believe that the consulting solutions at Marsh, Berry & Company, Inc. ("MarshBerry") are more comprehensive than any one of our competitors. We can help our clients understand best practices, collaborate with non-competing peers, design and refine strategy, build an execution plan, find, hire and train sales people, track the impact on value, remain independent, sell (internal or external) or take on capital.  

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Our Mission

Helping our clients Learn, Improve, and Realize Their Value

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Core Values

  • Integrity
  • Trust, Respect & Open Communication
  • Accountability & Responsibility
  • Client Focus
  • Create Economic Value for Our Ownership
  • Help Our Clients Create Economic Value
  • Continual Reinvestment & Innovation
  • Live the Collaborative Way®
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Who We Serve

  • Independent Agents & Brokers
  • National Brokers
  • Private Equity Firms
  • Banks & Credit Unions
  • Insurance Carriers
  • Specialty Distributors

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MarshBerry Leadership

MarshBerry’s team of consultants and thought leaders hold degrees from a variety of colleges and universities, with most having an orientation toward finance, accounting or economics. Many have vast experience in the insurance industry and hold various professional designations and/or licenses.

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Latest Transactions

There can be certain advantages to partnering with the MarshBerry. Check out the latest transactions we've closed.*

Recent Transactions

CounterPoint

Sitting on the InsurTech Sidelines

Why are agents and brokers refraining from InsurTech investments while venture capitalists and carriers pile on?

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About MarshBerry

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, Intellectual Capital and Executive Peer Exchange Networks.

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The Difference

This data displays a snapshot at a particular point in time of the number of deals as reported by S&P Global Market Intelligence. It has not been updated to reflect subsequent changes, if any.

  • 602B total Merger & Acquisition (M&A) transactions advised on since 1999, representing 28% of total tracked M&A deal flow receiving advisory credit since 1999 as reported by S&P Global Market Intelligence.
  • $4.1B in advised transaction value since 2012C
  • 325 M&A transactions since 1995 with the 100 largest brokers of U.S. business as identified by Business Insurance, and over 205 Bank-Related Insurance M&A transactions since 1997
  • Completed more than 275 diagnostic and confirmatory due diligence projects over the last thirteen years



ACompleted transactions in the United States for 2016 as reported by S&P Global Market Intelligence, February 1, 2017.

BThese totals include certain transactions completed by Marsh, Berry & Company, Inc. professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, Inc.

CBased upon maximum possible purchase price; MarshBerry advised deals through 12/31/16.

* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc.
28601 Chagrin Blvd., Suite 400, Woodmere, Ohio 44122, 440-354-3230 Contact Us