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Your Trusted Advisor In Insurance Brokerage and Financial Services

HELPING YOU LEARN, IMPROVE, AND REALIZE YOUR FIRM’S FULLEST POTENTIAL.

Value Creation

The Only Business Advisor You Need

  • Business Consulting to Accelerate Growth
  • M&A Financial Advisory including Debt & Equity Capital Raising
  • Proprietary and Aggregated Market Intelligence
  • Member-based Executive Peer Exchange
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Broker Compensation Study

MarshBerry has launched it’s biennial Broker Compensation Study. Participate by 2/28 and receive a complimentary copy of the report.

Customized Approach

Learn, Improve, Realize Your Firm's Value

Your firm is unique. Don't settle for off-the-shelf advice. You deserve expert advice tailored to your firm and customized business consulting to help you navigate through all stages of ownership.

More about MarshBerry

December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial adviser to Hub International Limited

December 2021 Lovell Minnick Partners, LLC Warner Pacific Insurance Services Acquisition Lovell Minnick Partners, LLC has invested in Warner Pacific Insurance Services

MarshBerry was the financial advisor to Warner Pacific Insurance Services

December 2021 Hub International Limited JP Griffin Companies, LLC Acquisition Hub International Limited has acquired JP Griffin Companies, LLC

MarshBerry was the financial adviser to JP Griffin Companies, LLC

December 2021 Alera Group, Inc. Foa & Son Corporation Acquisition Alera Group, Inc. has acquired Foa & Son Corporation

MarshBerry was the financial adviser to Foa & Son Corporation

December 2021 One80 Intermediaries Prosurance Insurance Group, Inc. Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.

MarshBerry was the financial adviser to Prosurance Insurance Group, Inc.

December 2021 High Street Insurance Partners, Inc. Gary Thompson Agency, Inc. Acquisition High Street Insurance Partners, Inc. has acquired Gary Thompson Agency, Inc.

MarshBerry was the financial adviser to Gary Thompson Agency, Inc.

December 2021 BroadStreet Capital Partners, Inc. a privately-held insurance agency in Pennsylvania Acquisition BroadStreet Capital Partners, Inc. has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was the financial adviser to the Seller

December 2021 One80 Intermediaries Pearl Insurance Acquisition One80 Intermediaries has acquired Pearl Insurance

MarshBerry was the financial adviser to Pearl Insurance

December 2021 Alera Group, Inc. a privately-held insurance agency in Michigan Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Michigan

MarshBerry was the financial adviser to Alera Group, Inc.

December 2021 Alera Group, Inc. Ashbrook-Clevidence, Inc. Acquisition Alera Group, Inc. has acquired Ashbrook-Clevidence, Inc.

MarshBerry was the financial adviser to Ashbrook-Clevidence, Inc.

December 2021 Alkeme Holdings, LLC Pauli-Shaw Insurance Agency, Inc. Acquisition Alkeme Holdings, LLC has acquired Pauli-Shaw Insurance Agency, Inc.

MarshBerry was the financial adviser to Pauli-Shaw Insurance Agency, Inc

December 2021 The Hilb Group, LLC PSA Insurance & Financial Services, LLC Acquisition The Hilb Group, LLC has acquired PSA Insurance & Financial Services, LLC

MarshBerry was the financial adviser to PSA Insurance & Financial Services, LLC

December 2021 Inszone Insurance Services, Inc. a privately-held insurance agency in Illinois Acquisition Inszone Insurance Services, Inc. has acquired a privately-held insurance agency in Illinois

MarshBerry was the financial adviser to the Seller

December 2021 High Street Insurance Partners, Inc. a privately-held insurance agency in Michigan Acquisition High Street Insurance Partners, Inc. has acquired a privately-held insurance agency in Michigan

MarshBerry was the financial adviser to the Seller

December 2021 Hub International Limited Basi Insurance Services, Inc. Acquisition Hub International Limited has acquired Basi Insurance Services, Inc.

MarshBerry was the financial adviser to Basi Insurance Services, Inc.

December 2021 Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group Arcana Insurance Services, LP Acquisition Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP

MarshBerry was the financial adviser to Arcana Insurance Services, LP

December 2021 Oakbridge Insurance Agency, LLC Your Insurance Centers, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.

MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC

December 2021 BRP Group, Inc. Construction Risk Partners Acquisition BRP Group, Inc. has acquired Construction Risk Partners

MarshBerry was the financial adviser to Construction Risk Partners

December 2021 BRP Group, Inc. WGB Benefits Insurance Services, L.P. Acquisition BRP Group, Inc. has acquired WGB Benefits Insurance Services, L.P.

MarshBerry was the financial adviser to WGB Benefits Insurance Services, L.P.

December 2021 BRP Group, Inc. Wood Gutmann & Bogart Insurance Brokers Acquisition BRP Group, Inc. has acquired Wood Gutmann & Bogart Insurance Brokers

MarshBerry was the financial adviser to Wood Gutmann & Bogart Insurance Brokers

Proof is in the Numbers

#1 M&A Sell Side Advisor with 835+ total transactions advised (2009-2020)

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2012-2020
$11.8
B
In advised transaction value
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SINCE 1995
575
+
M&A Top 100 Transactions
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27
%
Advised on total deal flow
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1200
+
Firms providing data for benchmarking
SINCE 2004
440
+
Diagnostic and confirmatory due diligence projects
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SINCE 2008
205
+
Benefit Agency Transactions

Based upon maximum purchase price; MarshBerry advised deals through 12/31/20

With the 100 Largest Brokers of U.S. Business as Identified by Business Insurance

These totals include certain transactions completed by Marsh, Berry & Company, Inc. professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, Inc. Total completed buy side and sell side transactions in the United States as reported by S&P Global Market Intelligence.

Services representing more than $58B 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.

With more than $2.8B of transaction value advised on since 2008. Based upon realistic purchase price.