M&A Advisory Capital Advisory 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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MarshBerry delivers comprehensive due diligence and rigorous Quality of Earnings analysis that empowers smarter decisions and minimizes risk. A data-driven approach validates financial performance, reveals hidden opportunities, and provides actionable insights—so each negotiation is approached thoughtfully, with a consistent focus on achieving successful outcomes.

Valuations & Opinions Strategic Consulting Sales & Leadership Perpetuation Planning

MarshBerry’s business planning and consulting services can help insurance companies and wealth management firms increase organic growth, profit, and value throughout all stages of ownership.

Consulting Solutions
Connect FirstChoice

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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MarshBerry turns proprietary data and market intelligence into actionable strategies that fuel growth and profitability. Through advanced analytics, tailored research, and forward-looking thought leadership, firms are empowered to benchmark performance, uncover opportunities, and stay ahead of disruption.

Recent Transactions

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October 2026 Warner Pacific Insurance Services, Inc. has acquired Beere&Purves

MarshBerry served as the financial advisor to Beere&Purves†

 September 2026 EPIC Insurance Brokers & Consultants has acquired Korotkin Insurance Group

MarshBerry served as the financial advisor to Korotkin Insurance Group†

 September 2026 king risk partners Acquisition

King Risk Partners, LLC has acquired Conover Beyer Associates, LLC

MarshBerry served as financial advisor to Conover Beyer Associates, LLC†

 June 2026 Parallel Advisors, LLC has acquired Eaton Financial Group

MarshBerry served as financial advisor to Eaton Financial Group†

 June 2026 Novacore has acquired Euclid Design Underwriters

MarshBerry served as financial advisor to Euclid Design Underwriters†

 June 2026 alkeme insurance Alkeme Insurance has acquired Blue Sky Insurance Agency

MarshBerry served as the financial advisor to Blue Sky Insurance Agency.†

 May 2026 Hilb Group The Hilb Group, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 May 2026 sunstar insurance Sunstar Insurance Group, LLC has acquired Thomas Harrison & Associates Insurance

MarshBerry served as financial advisor to Sunstar Insurance Group, LLC

 May 2026 king risk partners King Risk Partners, LLC has acquired The Roberts Agency

MarshBerry served as financial advisor to King Risk Partners, LLC

 May 2026 higginbotham mcgohan brabender Acquisition Higginbotham Insurance Agency, Inc. has acquired McGohan Brabender, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

 May 2026 Sequel Insurance Agencies/SIAA has acquired Paris-Kirwan Associates, Inc.

MarshBerry served as the financial advisor to Paris-Kirwan Associates, Inc.†

 May 2026 broadstreet partners bearing insurance Acquisition BroadStreet Partners Group, LLC has acquired Bearing Insurance Group, LLC

MarshBerry served as the financial advisor to Bearing Insurance.†

 May 2026 hub international johannesen farrar Acquisition HUB International Limited has acquired Johannesen Farrar Insurance

MarshBerry served as the financial advisor to Johannesen Farrar Insurance.†

 April 2026 keystone agency partners titan risk solutions Acquisition Keystone Agency Partners has acquired Titan Risk Solutions

MarshBerry served as the financial advisor to Keystone Agency Partners.

 April 2026 higginbotham Acquisition Higginbotham Insurance Agency, Inc. has acquired Harmon Dennis Bradshaw, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

 April 2026 Inszone INsurance Acquisition Inszone Insurance Services, LLC has acquired Progress Brokerage Group, LLC

Marshberry served as the financial advisor to Inszone Insurance Services, LLC

 April 2026 bluespring wealth synthesis wealth Acquisition Bluespring Wealth Partners LLC has acquired Synthesis Wealth Planning

MarshBerry served as the financial advisor to Synthesis Wealth Planning†

 April 2026 Acquisition

Enam Co. has acquired a Texas-based insurance distribution business

MarshBerry served as the financial advisor to Enam Co.†

 March 2026 Inszone INsurance legacy insurance partners Acquisition Inszone Insurance Services, LLC has acquired Legacy Partners II, LLC

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

 March 2026 Inszone INsurance taylor insurance agency Acquisition Inszone Insurance Services, LLC has acquired Taylor Insurance Agency

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
† Advisory services provided by MarshBerry Capital

Perspectives

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

Wealth Management
The Recapitalization Wave: Preparing for Private Equity’s Next Chapter in Wealth Management
by Brandon Helms
As a wave of private equity investments in RIAs reaches maturity, the strategies that PE firms employ to secure a return may…
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M&A Wealth Management M&A: Record Activity Continues as Firms Position for Growth by John Orsini
M&A Q3 2026 M&A Trends: Wealth Advisory Market Update
Aggregation From Producer to Owner: Questions to Ask Before Launching an Insurance Agency by Christine Marciano
More Perspectives

Q3 2026 M&A Trends: U.S. Wealth Market Update

This past month represents the largest September year-to-date deal count in the history of U.S. wealth advisory M&A. But the biggest story is not simply the number of transactions, it’s what continues to drive them. Read the latest wealth market trends report and find out what’s driving today’s deals and where the market may go next.

Download Report

Proof Is In The Numbers

#1 M&A Sell Side Advisor with 1,460+ Total Transactions Advised

(2009-2025)

$35B in advised transaction
value 2012-2025 Based on maximum earn out value for deals closed; MarshBerry advised deals through 12/31/2025.
1,050 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.
1700+ firms providing data
for benchmarking Services representing $110B+ 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.
650+ diagnostic and confirmatory due
diligence projects since 2004
310+ benefit agency
transactions since 2008 Represents more than $4.8B of transaction value since 2008. Transaction value based on realistic earn out value for deals closed 1/1/2008 through 12/31/2025 in which MarshBerry was the advisor.

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