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

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

Connect Platform Again Named Top 3 Agency Partnership

The Connect Platform is more than just an aggregator, it’s an organic growth accelerator. Learn more about how firms are using it to maximize organic growth for their firm.

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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

September 2021 PCF Insurance Services a privately-held insurance agency in Pennsylvania Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was financial adviser to the Seller

September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

September 2021 Marsh McLennan Agency Vaaler Insurance, Inc Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc

MarshBerry was the financial adviser to Vaaler Insurance, Inc.

August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners

August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group

July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC

July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance

July 2021 BRP Group, Inc. RogersGray, Inc. Acquisition BRP Group, Inc. has acquired RogersGray, Inc.

MarshBerry was the financial adviser to RogersGray, Inc.

June 2021 AssociatedPartners, Inc. Sterling Insurance Group Acquisition AssociatedPartners, Inc. has acquired Sterling Insurance Group

MarshBerry was the financial adviser to Sterling Insurance Group

June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has acquired Socius Insurance Services, Inc.

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

May 2021 Alera Group, Inc. Lamb Insurance Services Acquisition Alera Group, Inc. has acquired Lamb Insurance Services

MarshBerry was financial adviser to Alera Group, Inc.

May 2021 Hub International Limited Ion Insurance Corporation Acquisition Hub International Limited has acquired Ion Insurance Corporation

MarshBerry was financial adviser to Hub International Limited

May 2021 Hub International Limited Conover Insurance Services, LLC Acquisition Hub International Limited has acquired Conover Insurance Services, LLC

MarshBerry was financial adviser to Conover Insurance Services, LLC

May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.

April 2021 Alera Group, Inc. Bell Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC

MarshBerry was financial adviser to Alera Group, Inc.

April 2021 The Liberty Company Insurance Brokers a privately-held insurance agency in Florida Acquisition The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida

MarshBerry was financial adviser to The Liberty Company Insurance Brokers

April 2021 Hub International Limited Wyoming Financial Insurance Acquisition Hub International Limited has acquired Wyoming Financial Insurance

MarshBerry was financial adviser to Hub International Limited

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.

MarshBerry Latest

Connect Platform Again Named Top 3 Agency Partnership

The Connect Platform is more than just an aggregator, it’s an organic growth accelerator. Learn more about how firms are using it to maximize organic growth for their firm.