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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.

SNL Financial – Advisor Rankings

Merger & Acquisition Transactions in Insurance Brokerage 1999-2012 (as reported on 4/11/13)

SNL Chart_53 web home page

View all Transactions >

Recent Transactions

  • April 2013

    National Financial Partners Corp.

    NFP Property & Casualty Services, Inc. has acquired Thoits Insurance Services

    Thoits Insurance

    MarshBerry was financial advisor to Thoits Insurance Services, Inc.

  • February 2013

    Genstar Capital v2

    Genstar Capital, LLC has acquired Acrisure

    Acrisure

    MarshBerry was financial advisor to Genstar Capital, LLC

  • December 2012

    Leavitt Group

    Leavitt Insurance Agency of San Diego has acquired Konecki Insurance

    Konecki Insurance Brokerage, Solana Beach, CA

    MarshBerry Capital was financial advisor to Konecki Insurance Brokerage

  • December 2012

    Lighthouse Ins Group

    Lighthouse Insurance Group, Inc. has acquired Mills Benefit Group, LLC

    Mills Benefit Group with Large Name

    MarshBerry was financial advisor to Lighthouse Insurance Group, Inc.

  • December 2012

    Northwest Savings Bank (Northwest Bancorp), Warren, PA

    Northwest Savings Bank has acquired The Bert Company - Bert Insurance Group of PA

    The Bert Insurance Group, Erie, PA

    MarshBerry Capital was financial advisor to Northwest Savings Bank

  • December 2012
    Hub-International

    Hub International Limited has acquired Benefit Concepts, Inc.

    Benefit Concepts, Inc., Shreveport, LA

    MarshBerry Capital was financial advisor to Benefit Concepts, Inc.

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 14 years, MarshBerry has closed 400 transactions and over 200 diagnostic and confirmatory due diligence projects.