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Value Creation

The Only Business Advisor You Need

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At the end of 2021, there were questions whether this was the peak for Merger and Acquisition (M&A) activity or valuation multiples. A year later, things have finally come down to earth. However, activity in the insurance distribution industry hasn’t come to a screeching halt. In fact, all things considered, 2022 was a very good year for transactions and valuations. Read More.
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More about MarshBerry

January 2023 Evertree Insurance Group Provision Insurance Group Acquisition

Evertree Insurance Group has acquired Provision Insurance Group

MarshBerry served as the financial advisor to Evertree Insurance Group

January 2023 Arthur J. Gallagher & Co. John C. Breckenridge Insurance Solutions, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Solutions, Inc. 

MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.

January 2023 Relation Insurance Services, Inc. Napa Valley Insurance Services Acquisition

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services

MarshBerry served as the financial advisor to Napa Valley Insurance Services

January 2023 Specialty Program Group, LLC Euclid Fiduciary Acquisition

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

December 2022 Cadence Insurance Warriner & Associates Insurance, Inc Acquisition

Cadence Insurance has acquired Warriner & Associates Insurance, Inc. 

MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.

December 2022 Bowen, Miclette & Britt Insurance Agency Technical Assurance, LLC Acquisition

Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC

MarshBerry served as the financial advisor to Technical Assurance, LLC

December 2022 PCF Insurance Services Direct Dealer Services Acquisition

PCF Insurance Services has acquired Direct Dealer Services

MarshBerry served as the financial advisor to PCF Insurance Services

December 2022 Hub International Limited Dale Barton Agency Acquisition

Hub International Limited has acquired Dale Barton Agency

MarshBerry served as the financial advisor to Dale Barton Agency

December 2022 Evertree Insurance Group Gnade Insurance Group Inc.

Evertree Insurance has acquired Gnade Insurance Group Inc.  

MarshBerry served as the financial advisor to Evertree Insurance

December 2022 Arthur J. Gallagher & Co. Mahowald Insurance Agency

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency 

MarshBerry served as the financial advisor to Mahowald Insurance Agency

December 2022 Hilb Group, LLC OceanPoint Insurance Agency, Inc. Acquisition

Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.

MarshBerry served as the financial advisor to Hilb Group, LLC

December 2022 World Insurance Associates LLC. Future Insurance Group Acquisition

World Insurance Associates, LLC has acquired Future Insurance Group

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

December 2022 Hub Internal Limited Invensure Insurance Brokers Acquisition

Hub International Limited has acquired Invensure Insurance Brokers

MarshBerry served as the financial advisor to Invensure Insurance Brokers

November 2022 PCF Insurance Services Voluntary Benefits at Work

PCF Insurance Services has acquired Voluntary Benefits at Work

MarshBerry served as the financial advisor to PCF Insurance Services

November 2022 Hilb Group, LLC Sharpline Insurance Brokerage, LLC Acquisition

Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC

MarshBerry served as the financial advisor to Hilb Group, LLC

November 2022 Relation Insurance Services, Inc. Garrity Insurance Acquisition

Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance

November 2022 ICON an AIMCOR Consolidated Company McQueen Kalligan Insurance Services, Inc.

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.

November 2022 Alera Group, Inc. A privately-held insurance agency Acquisition

Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey

MarshBerry served as the financial advisor to the Seller

November 2022 Alliant Insurance Services,Inc Trivedi Capacity Associates Acquisition

Alliant Insurance Services, Inc has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions

Proof is in the Numbers

#1 M&A Sell Side Advisor with 835+ total transactions advised (2009-2021)

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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.