Acquisition Services
SNL Financial
Insurance M&A Deals
Investment Banker Adviser Rankings
| Financial Advisors |
1999-2008
Combined
# of Deals |
2008
# of Deals |
| Marsh, Berry & Company, Inc. |
248 |
31 |
| Hales & Co. Inc |
116 |
29 |
| Reagan Consulting Inc. |
114 |
18 |
| Mystic Capital Advisors |
86 |
16 |
| Fox-Pitt |
83 |
6 |
| Goldman Sachs & Co. |
79 |
1 |
| Credit Suisse (USA) Inc. |
55 |
2 |
| Merrill Lynch & Co. Inc. |
51 |
0 |
| Philo Smith & Co. |
42 |
2 |
| Keefe Bruyette & Woods Inc. |
38 |
2 |
| Banc of America Securities LLC |
37 |
5 |
| Morgan Stanley |
37 |
0 |
| Citigroup Global Markets Inc. |
35 |
2 |
| J.P. Morgan Securities Inc. |
32 |
0 |
| Merger & Acq. Svcs. Inc. |
30 |
0 |
| Lazard Freres & Co. LLC |
23 |
0 |
| UBS Investment Bank |
20 |
0 |
| Bear Stearns & Co. Inc. |
18 |
0 |
| Lehman Brother Inc. |
18 |
0 |
| Sandler O'Neill & Partners L.P. |
17 |
3 |
| Harbor Capital Advisors Inc. |
14 |
0 |
| Sica Consultants Inc. |
13 |
0 |
| North Bridge Advisors Inc. |
12 |
0 |
| Prisco Consulting Inc. |
12 |
0 |
| Wachovia Securities LLC |
11 |
0 |
| Gill and Roeser Holdings Inc. |
9 |
1 |
| Curtis Financial Group LLC |
9 |
0 |
| Houlihan Lokey Howard |
9 |
0 |
| Raymond James & Assoc. Inc. |
8 |
0 |
| Nexus Group Inc. |
7 |
0 |
- #1 Insurance Industry M&A Advisory Firm
- Over 225 Transactions with Top 100 Brokers
- 138 Bank Insurance Transactions
- Over 550 Total Transactions Closed
- Ranked #1 by SNL over the past 8 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 500 acquisition transactions and is uniquely qualified
to help you build and execute your strategy.
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Pre-Acquisition Planning services include merger & acquisition, environmental
overview, organizational analysis, and strategic positioning.
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Deal Execution services include representation, target search & screen, valuation,
negotiation, due diligence, and intangible asset allocation.
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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.