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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

  • April 2017

    First_Defiance logoFirst Defiance Financial Corp. has acquired Corporate One Benefits Agency, Inc. 


    MarshBerry was financial advisor to Corporate One Benefits Agency, Inc.

  • April 2017

    Workers' Credit Union has acquired Braley Wellington Insurance Group 

    MarshBerry was financial advisor to Workers' Credit Union

  • April 2017

    Hausmann-Johnson Insurance, Inc. has merged with

    The Benefit Services Group, Inc. 


    MarshBerry was financial advisor to both Hausmann-Johnson Insurance, Inc. and The Benefit Services Group, Inc.

  • April 2017

    primeriskpartnerslogo1 (002) Prime Risk Partners, Inc. has acquired Gundermann & Gundermann, Inc.

    MarshBerry was financial advisor to Prime Risk Partners, Inc.

  • March 2017

    Ryan Specialty Group, LLC has acquired Trident Marine Managers Inc.


    MarshBerry was financial advisor to Trident Marine Managers Inc.

  • March 2017

    Baldwin Risk Partners has acquired Bradenton Insurance, LLC


    MarshBerry was financial advisor to Bradenton Insurance, 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 advised on more than 531 transactions and over 235 diagnostic and confirmatory due diligence projects over the last ten years.