What We Do

MarshBerry What We DoFounded in 1981, MarshBerry provides consulting services (financial, operational, sales management, and M&A advisory) in the financial services industry to independent insurance agents/brokers and carriers.

MarshBerry is a fast growing, privately held company that rewards its key employees with ownership opportunities. The firm has clients throughout the country and is a leading advisor for insurance broker M&A deals each year for the last 15 years. MarshBerry’s reputation for excellence, integrity and innovation is well known to agents, brokers, insurers, banks, investment brokers, and other financial service providers.

At our core, MarshBerry has one primary objective: Helping insurance distributors as they work towards maximizing their value.

MarshBerry provides services in these primary areas: