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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.

2014 SNL Table

Recent Transactions

  • September 2015


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

    MB Logo_Hor_RGB

    MarshBerry was financial advisor to the Seller

  • August 2015


    Hub International Limited has acquired Pippel Insurance Agency, Inc.

    Pippel Insurance  

    MarshBerry was financial advisor to Pippel Insurance Agency, Inc.

  • August 2015


    Hub International Limited has acquired BW Insurance Agency, Inc. from Bank of the West

    BW Insurance Group

    MarshBerry was financial advisor to BW Insurance Agency, Inc. and Bank of the West

  • August 2015

    NFP Corp. has acquired BWD Group, LLC

    BWD Group

    MarshBerry was financial advisor to NFP Corp.

  • August 2015

    Regions Insurance

    Regions Insurance, Inc. has acquired The A.I. Group, Inc.The AI Group - 08 2015


    MarshBerry was financial advisor to Regions Insurance, Inc.

  • July 2015


    Hub International Limited has acquired HDH Group, Inc.

    HDH group  

    MarshBerry was financial advisor to Hub International Limited

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 16 years, MarshBerry has closed more than 479 transactions and over 235 diagnostic and confirmatory due diligence projects over the last ten years.