Capital Markets M&A Advisory Services 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.

Investment Banking Services
Strategic Planning Perpetuation Planning Valuations

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.

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Education Technology & Resources Market Access About 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.

Agency Network Information
Executive Peer Membership Executive Development VI Portal

Leadership development is critical at any stage of your business. Whether you are looking to gain knowledge from peers or are looking to train and coach the next generation of leadership, MarshBerry offers leadership solutions to fit your needs.

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Producer Academy Producer Benchmarking

Sales leaders often state foundational selling skills as the most important focus area to grow their business. In order for producers to gain confidence and have a differentiation of skills, investing in insurance producer training can help them achieve their goals.

Sales Solutions
Talent Search & Recruitment Talent Development Talent Institute

Finding good talent is tough. MarshBerry offers a full suite of recruiting, training and development solutions for insurance agencies and brokerage firms.

Talent Services

Recent Transactions

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August 2025 Brightstone Specialty Group RMS Hospitality Group and Fortis Risk Solutions Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions

MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†
July 2025 Inszone Insurance Services, LLC Stephenson, Baggs & Guthrie, LLC Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025 Inszone Insurance Services, LLC Snell-Nelson Insurance Agency, Inc. Acquisition Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025 The Hilb Group, LLC a Florida-Based Business Acquisition The Hilb Group, LLC has acquired a Florida-Based Business

MarshBerry served as the financial advisor to the Seller†
† Advisory services provided by MarshBerry Capital

Market Intelligence

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

M&A
Big Deals Drive Bigger Revenue for the Top 100 Insurance Brokers
by Scott Kegler
As insurance brokerage firms look for ways to add revenue and increase value, merger and acquisition (M&A) dealmaking…
Read More
Compensation Strategies Rewards and Consequences: Keys to Boosting Producer Productivity by Don Folino
M&A Valuation Maximization – MarshBerry’s Proprietary M&A and Capital Raise Process in Six Steps by George Bucur
Aggregation Not All Agency Networks Are Created Equal by Jason Juarez
More Perspectives

Q2 2025 M&A Trends – Insurance Brokerage Market Update: Now Available

Download the M&A Trends: Insurance Brokerage Market Update to get the latest deal data on M&A activity to find out who’s buying and who’s selling.

Download the Update

Proof Is In The Numbers

#1 M&A Sell Side Advisor with 1,340+ Total Transactions Advised

(2009-2024)

$31B in advised transaction
value 2012-2024 Based on maximum earn out value for deals closed; MarshBerry advised deals through 12/31/2024.
950+ 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.
1400+ firms providing data
for benchmarking Services representing $105B+ 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.
600+ diagnostic and confirmatory due
diligence projects since 2004
300+ benefit agency
transactions since 2008 Represents more than $4.6B of transaction value since 2008. Transaction value based on realistic earn out value for deals closed 1/1/2008 through 12/31/2023 in which MarshBerry was the advisor.

Talk To A MarshBerry Advisor

MarshBerry’s team of advisors are thought leaders and experts in the investment banking and consulting. No matter what your needs are, they have the understanding to craft a personalized solution.

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