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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

  • January 2016

    EPIC

    Edgewood Partners Insurance Center, Inc. (EPIC) has acquired Ascende, Inc.

     

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    MarshBerry was financial advisor to Ascende, Inc.

  • January 2016

    Hub-International

    Hub International Limited has acquired Cowan Benefits, Inc.

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    MarshBerry was financial advisor to Cowan Benefits, Inc.

  • January 2016

    Hub-International

    Hub International Limited has acquired RPG Solutions, Inc.

    RPG Solutions 01 2016  

    MarshBerry was financial advisor to RPG Solutions, Inc.

  • December 2015

    Acrisure

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

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    MarshBerry was financial advisor to the Seller

  • December 2015

    Acrisure

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

    MB Logo_Hor_RGB

    MarshBerry was financial advisor to the Seller

  • December 2015

    Acrisure

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

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    MarshBerry was financial advisor to the Acrisure, 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 closed more than 531 transactions and over 235 diagnostic and confirmatory due diligence projects over the last ten years.