Acquisition Services

SNL Financial Rankings
  • #1 Insurance Industry M&A Advisory Firm
  • Over 263 Transactions with Top 100 Brokers
  • 157 Bank Insurance Transactions
  • Over 613 Total Transactions Closed
  • Ranked #1 by SNL over the past 14 years

MarshBerry’s unparalleled experience and expertise can be an asset of tremendous value for virtually any buyer or seller in the insurance distribution arena. Our proficiency spans all stages of an acquisition or sale – from the earliest planning and strategy work through the all-important post-closing management. Our firm has helped facilitate more than 600 acquisition transactions and is uniquely qualified to help you build and execute your strategy.

  • Pre-Acquisition Planning services include merger & acquisition, environmental overview, organizational analysis, and strategic positioning.
  • Deal Execution services include representation, target search & screen, valuation, negotiation, due diligence, and intangible asset allocation.
  • Post-closing management services include organizational structure development, centralization initiatives, and cross-sell strategies.

For more information or assistance with this service, please Contact Us.



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