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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Latest Transactions

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

Recent Transactions

CounterPoint

Talking Talent: The Sales Management Conundrum

The insurance industry is in a talent crisis, and there is not an agency of particular location, size, or ownership structure whom is immune to its effects.

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MarshBerry Represents Wortham Insurance in Announced Sale to Marsh

Marsh, a global leader in insurance broking and innovative risk management solutions, recently announced that it has reached an agreement to acquire Houston-based Wortham Insurance, one of the premier independent insurance brokerage firms in the United States.

MarshBerry was honored to be the investment banking and consulting firm brokering the transaction on behalf of Wortham Insurance and assisting the Partnership in what will be a momentous transaction.

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Think MarshBerry: Creating a Customized Path to Success

Your agency is unique. So why settle for off the shelf advice? You deserve a customized approach to growth—a path designed specifically for your business. One that accounts for your people, your culture, your market and your goals for the future.

You are different. Think differently with MarshBerry and succeed your own way.

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Who We Serve

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

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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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Our Mission

Helping our clients Learn, Improve, and Realize Their Value

The Difference

A Completed sell-side transactions in the United States for 2017 as reported by S&P Global Market Intelligence. Data pulled as of January 3, 2018.

B Completed sell-side transactions in the United States 1/1/2008-12/31/2017 as reported by S&P Global Market Intelligence. Data pulled as of January 2, 2018.

C These 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.

D Total completed buy side and sell side transactions in the United States as reported by S&P Global Market Intelligence. This data displays a snapshot at a particular point in time each year, of the total number of buy-side and sell-side deals as reported by S&P Global Market Intelligence. It has not been updated to reflect subsequent changes, if any.

* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc.
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