Deal Brokerage and Execution

So, you’ve identified a viable merger or acquisition candidate. Now what? Execution. This vital process creates the framework that will ultimately determine whether the deal succeeds or fails – whether it benefits all parties involved or becomes frustrating and draining.

MarshBerry consultants have facilitated more than 500 insurance agency transactions and are consistently ranked by SNL Financial as the industry’s number one agency/broker deal maker. We’ve successfully represented agencies, brokers, carriers, financial institutions and alternative insurance providers. Our experience in agency mergers and acquisitions is without equal. We serve clients in all 50 states, maintain strong relationships throughout the insurance distribution value chain, frequently present and publish within the insurance industry and employ experts in all facets of insurance operations.

Perhaps you need a partner to lead the charge in the evaluation, facilitation and closing of a deal. Or, maybe you simply need focused assistance in a particular area. Either way, our world-class experience and expertise is your most important asset as you proceed. Our expertise includes:

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