Capital Markets M&A Advisory Services Recent Transactions

MarshBerry’s investment banking services offer a customized solution created from a variety of providers and investment bankers, such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions that are all a part of MarshBerry Capital Raising Solutions.

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FirstChoice, a MarshBerry Company, is geared toward owners of insurance agencies that are invested in their talent, comfortable making challenging decisions, want to develop and work toward a strategic plan and applies agility and empowerment.

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Sales leaders often state foundational selling skills as the most important focus area to grow their business. In order for producers to gain confidence and have a differentiation of skills, investing in insurance producer training can help them achieve their goals.

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Finding good talent is tough. MarshBerry offers a full suite of recruiting, training and development solutions for insurance agencies and brokerage firms.

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Recent Transactions

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December 2025 Mercer Global Advisors Inc. Glass Jacobson Wealth Advisors Acquisition Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors

MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†

 December 2025 The Baldwin Group CAC Group Acquisition

The Baldwin Group is acquiring CAC Group

MarshBerry served as the financial advisor to The Baldwin Group†

 December 2025 Marsh & McLennan Agency, LLC IC International Acquisition

Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Marsh & McLennan Agency, LLC Pyramid Insurance Centre Acquisition

Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 HUB International Limited a Manitoba, Canada-Based Business HUB International Limited has acquired a Manitoba, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 December 2025 Trucordia Insurance Services, LLC. Global Financial & Insurance Services, Inc. Acquisition Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 December 2025 Marsh & McLennan Agency, LLC. Atlas Insurance Agency Acquisition

Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 November 2025 Balance Partners, LLC Vilage & Company, LLC. and CURE Program Administrator, LLC Acquisition Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC

MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†

 November 2025 King Risk Partners, LLC Stuart Surles Insurance & Realty Acquisition King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty

MarshBerry served as the financial advisor to King Risk Partners, LLC

 November 2025 Trucordia Insurance Services, LLC. Breezy Seguros Acquisition Trucordia Insurance Services, LLC. has acquired Breezy Seguros

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 November 2025 Afore Insurance Services, LLC Salzberg Insurance Agency Acquisition Afore Insurance Services, LLC has acquired Salzberg Insurance Agency

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 November 2025 World Insurance Associates, LLC an Indiana-Based Business Acquisition World Insurance Associates, LLC has acquired an Indiana-Based Business

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 November 2025 Wright Flood, a wholly owned subsidiary of Brown & Brown Poulton Associates, LLC Acquisition Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC

MarshBerry served as the financial advisor to Poulton Associates, LLC†

 November 2025 Alliant Insurance Services Highpoint Insurance Group Acquisition Alliant Insurance Services has acquired Highpoint Insurance Group

MarshBerry served as the financial advisor to Highpoint Insurance Group†

 November 2025 Ryan Specialty, LLC Stewart Specialty Risk Underwriting Ltd. Acquisition Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd.

MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.

 October 2025 EPIC Insurance Brokers & Consultants Price Insurance Group Acquisition EPIC Insurance Brokers & Consultants has acquired Price Insurance Group

MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants

 October 2025 LD&B Insurance and Financial Services Weaver Insurance & Financial Advisors Acquisition LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors

MarshBerry served as the financial advisor to LD&B Insurance and Financial Services

 October 2025 HUB International Limited an Ontario, Canada-Based Business Acquisition HUB International Limited has acquired an Ontario, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 October 2025 HUB International Limited a California-Based RIA Business Acquisition HUB International Limited has acquired a California-Based RIA Business

MarshBerry served as the financial advisor to the Seller†

 September 2025 Thayer Street Partners Management, LLC a Pennsylvania-Based Business Acquisition Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business

MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC
† Advisory services provided by MarshBerry Capital

Market Intelligence

Industry insights and expert perspectives designed to help you navigate the complexities of advancing your firm at every stage of ownership.

Aggregation
The Key Dynamics That Drive Value in an Insurance Agency
by Keith Captain
For insurance agency owners, understanding what drives value in their business isn’t just about preparing for a sale –…
Read More
M&A Year-End Wealth Advisory M&A Strength Fueled by Fundamentals Not Urgency by John Orsini
Specialty Distribution How Technology is Transforming the Specialty Intermediary Industry  by Tobias Milchereit
Capital Markets Impact Summit 2025: How Industry Capital Leaders are Building Durable Growth in a Shifting Market   by MarshBerry
More Perspectives

Latest WayPoint: Now Available

Explore the latest edition of WayPoint: ‘Receding Tides’ examines how market softening could reshape valuations and M&A. Stay ahead of industry trends—read now and prepare for what’s next.

Learn More

Proof Is In The Numbers

#1 M&A Sell Side Advisor with 1,340+ Total Transactions Advised

(2009-2024)

$31B in advised transaction
value 2012-2024 Based on maximum earn out value for deals closed; MarshBerry advised deals through 12/31/2024.
950+ M&A top 100 transactions
since 1995 As identified by the 100 largest brokers of U.S. business as identified by Business Insurance.
25% of total advised & tracked
M&A deal flow These totals include certain transactions completed by Marsh, Berry & Company, LLC professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, LLC. Total completed buy and sell side insurance brokerage transactions in the U.S. only as reported by S&P Global Market Intelligence.
1400+ firms providing data
for benchmarking Services representing $105B+ in premium volume. There may be some duplication in the number of firms counted as certain firms subscribe to and/or provide data for multiple benchmarking services.
600+ diagnostic and confirmatory due
diligence projects since 2004
300+ benefit agency
transactions since 2008 Represents more than $4.6B of transaction value since 2008. Transaction value based on realistic earn out value for deals closed 1/1/2008 through 12/31/2023 in which MarshBerry was the advisor.

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MarshBerry’s team of advisors are thought leaders and experts in the investment banking and consulting. No matter what your needs are, they have the understanding to craft a personalized solution.

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