For all Stages of Ownership – Think MarshBerry
Value Creation
The Only Business Advisor You Need
- Business Consulting to Accelerate Growth
- M&A Advisory including Debt & Equity Capital Raising
- Proprietary and cumulative Market Intelligence
- Member-based Executive Peer Exchange
- FirstChoice: More than an aggregation network
Read the full announcement and learn how you can join the nation’s number one agency partner.
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.
Market Intelligence
View More Market and business insights that help guide your firm. View MoreRecent Acquisition Transactions
September 2023
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services # of Employees: 120 Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services September 2023
Acquisition
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage August 2023
Acquisition
Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company
July 2023
Acquisition
Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023
Acquisition
C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
July 2023
Acquisition
C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
July 2023
Acquisition
Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023
Acquisition
Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023
Acquisition
Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023
Acquisition
Alkeme Insurance has acquired Milestone Company
MarshBerry served as the financial advisor to Alkeme Insurance
July 2023
Acquisition
Evertree Insurance Group has acquired State of Art Insurance Agency
MarshBerry served as the financial advisor to Evertree Insurance Group
June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group
June 2023
Acquisition
Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.
June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company Buyer: RSC Insurance Brokerage, Inc. Seller: EbenConcepts Company MarshBerry Advisory Role: MarshBerry served as the financial advisor to EbenConcepts Company June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired OrchestrateHR, Inc.
MarshBerry served as the financial advisor to OrchestrateHR, Inc.
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired OrchestrateHR, Inc.
MarshBerry served as the financial advisor to OrchestrateHR, Inc.
RSC Insurance Brokerage, Inc. has acquired OrchestrateHR, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to OrchestrateHR, Inc. June 2023
Acquisition
King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
June 2023
Acquisition
Hub International Limited has acquired Johnston Lewis Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group
Proof is in the Numbers
#1 M&A Sell Side Advisor with 1,100+ total transactions advised (2009-2022)
Based on maximum earn out value for deals closed 1/1/2012 through 12/31/2022 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 12/31/2022 in which MarshBerry was the adviser. Transaction value based realistic earn out value for deals closed 1/1/2008 through 12/31/2022 in which MarshBerry was the adviser.
