Think MarshBerry

Your Trusted Advisor In Insurance Brokerage and Financial Services

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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With firms across the country feeling the effects of a talent shortage, immense pressure to grow organically, and 25% of the insurance industry looking to retire within the next 5-10 years – is your firm's talent strategy prepared to find and grow your next generation of owners?
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

April 2022 Risk Placement Services G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency

MarshBerry was the financial adviser to G. A. Mavon & Co. & Mavco Insurance Agency

April 2022 Hub International Limited ChunHa-Holding Corp Acquisition Hub International Limited has acquired ChunHa-Holding Corp

MarshBerry was the financial advisor to ChunHa-Holding Corp

April 2022 Peloton Capital Management Unison Risk Advisors Acquisition Peloton Capital Management has invested in Unison Risk Advisors

MarshBerry was the financial adviser to Unison Risk Advisors

April 2022 The Hilb Group, LLC Paige & Campbell, Inc. Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.

MarshBerry was the financial adviser to Paige & Campbell, Inc.

March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry was the financial adviser to Hawley & Associates, LLC

March 2022 PCF Insurance Services a privately-held insurance agency in North Carolina Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina

MarshBerry was the financial adviser to PCF Insurance Services

March 2022 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial adviser to the Seller

March 2022 Hub International Limited Kuhl Insurance Agency, Inc. Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.

MarshBerry was the financial adviser to Kuhl Insurance Agency, Inc.

February 2022 ALKEME Holdings, LLC ERM Insurance Brokers Acquisition ALKEME Holdings, LLC has acquired ERM Insurance Brokers

MarshBerry was the financial adviser to ERM Insurance Brokers

February 2022 High Street Insurance Partners, Inc. The Craft Insurance Agency, Inc. High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc.

MarshBerry was the financial adviser to The Craft Insurance Agency, Inc.

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 adviser 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 Innovative Risk Management Acquisition One80 Intermediaries has acquired Innovative Risk Management

MarshBerry was the financial adviser to Innovative Risk Management

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 Oakbridge Insurance Agency, LLC Shield Insurance Partners, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.

MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC

Proof is in the Numbers

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

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2012-2021
$19
B
In advised transaction value
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SINCE 1995
680
+
M&A Top 100 Transactions
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25
%
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
228
+
Benefit Agency Transactions

Based on maximum earn out value for deals closed 1/1/2012 through 12/31/2021 in which MarshBerry was the adviser.

Completed sell side and buy side transactions by Marsh, Berry & Company, Inc. closed 1/1/1995 through 12/31/2021.

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 (1999 -2021).

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.

Completed Benefit Agency transactions closed 1/1/2008 through 12/31/2021 in which MarshBerry was the adviser. Transaction value based realistic earn out value for deals closed 1/1/2008 through 12/31/2021 in which MarshBerry was the adviser.