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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®
Marshberry Logo
Marshberry Logo

Who We Serve

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

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Marshberry Logo

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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What We Do

We believe that the consulting solutions at MarshBerry 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* or take on capital*.  

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Our Mission

Helping our clients Learn, Improve, and Realize Their Value

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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


Think Differently and Grow: MarshBerry 360 2018 Preview Edition

Be resilient in today’s changing marketplace and challenge the industry status quo.

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Talent Acquisition placed 400th producer

Talent Acquisition division recently crossed the 400 producers placed in the insurance industry threshold!

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MarshBerry Named One of West Michigan’s 2018 Best and Brightest

The Best and Brightest Companies to Work For competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment.

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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