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.

Business Planning Solutions
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
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.

Leadership Offerings
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

Market Intelligence

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

Strategic Planning
Strategic Planning Is the Engine for Sustainable Organic Growth
by Tommy McDonald
Annual strategic planning is an important step for insurance brokerages looking to achieve their goals. But often, the…
Read More
Strategic Planning Succession Planning: Why it’s Critical to Start Early by Justin Starnes
M&A Valuation Maximization – MarshBerry’s Proprietary M&A and Capital Raise Process in Six Steps by George Bucur
Organic Growth Unlocking Growth with Positioning and Specialization by James Graham
More Perspectives

Recent Transactions

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June 2025 HUB International Limited Fenner & Esler Agency Acquisition HUB International Limited has acquired Fenner & Esler Agency

MarshBerry served as the financial advisor to Fenner & Esler Agency†

 May 2025 Cerity Partners LLC ERn-CD Arizona, LLC dba Canopy Wealth Management Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management

MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†

 May 2025 Inszone Insurance Services, LLC LJ Insurance, Inc. Acquisition Inszone Insurance Services, LLC has acquired LJ Insurance, Inc.

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

 May 2025 HUB International Limited Guru of Insurance Acquisition HUB International Limited has acquired Guru of Insurance

MarshBerry served as the financial advisor to HUB International Limited

 April 2025 The Hilb Group, LLC a Maine-Based Business Acquisition The Hilb Group, LLC has acquired a Maine-Based Business

MarshBerry served as the financial advisor to the Seller†

 April 2025 Arthur J. Gallagher & Co. Imbs Holdings, Inc. Acquisition Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025 Keystone Agency Partners Thomas-Fenner-Woods Agency, Inc. Acquisition Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc.

MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†

 April 2025 HUB International Limited Henriott Group, Inc. Acquisition HUB International Limited has acquired Henriott Group, Inc.

MarshBerry served as the financial advisor to Henriott Group, Inc.†

 March 2025 HUB International Limited Meyer & Rosenbaum, Inc. Acquisition HUB International Limited has acquired Meyer & Rosenbaum, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 HUB International Limited Employee Benefit Associates, Inc. Acquisition HUB International Limited has acquired Employee Benefit Associates, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 King Risk Partners, LLC a Kentucky-Based Business Acquisition King Risk Partners, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to King Risk Partners, LLC

 March 2025 King Risk Partners, LLC a Massachusetts-Based Business Acquisition King Risk Partners, LLC has acquired a Massachusetts-Based Business

MarshBerry served as the financial advisor to King Risk Partners, LLC

 March 2025 Balance Partners, LLC Vanguard Specialty, LLC Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC

MarshBerry served as the financial advisor to Vanguard Specialty, LLC†

 March 2025 Aquiline Capital Partners, LLC Intercare Holdings, Inc.

Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.

MarshBerry served as the financial advisor to Intercare Holdings, Inc.†

 March 2025 Novatae Risk Group, LLC AJAX Specialty Insurance Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

 February 2025 Wealth Enhancement Group, LLC First International Bank & Trust Acquisition

Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust

MarshBerry served as the financial advisor to First International Bank & Trust†

 February 2025 Composition Wealth, LLC Vinoble Group Acquisition Composition Wealth, LLC has acquired Vinoble Group

MarshBerry served as the financial advisor to Vinoble Group†

 February 2025 HUB International Limited Drayton Valley Insurance Agency Ltd. Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd.

MarshBerry served as the financial advisor to HUB International Limited

 February 2025 Risk Strategies Company GMC Advisors, LLC Acquisition Risk Strategies Company has acquired GMC Advisors, LLC

MarshBerry served as the financial advisor to GMC Advisors, LLC†

 February 2025 HUB International Limited Mayfield Insurance, Inc. HUB International Limited has acquired Mayfield Insurance, Inc.

MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†
† Advisory services provided by MarshBerry Capital

The Pareto Principle at Play in Your Book of Business

The Pareto Principle asserts that 80% of results come from just 20% of efforts. Learn how this principle can lead to more profitable opportunities and greater revenue.

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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 insurance brokerage and financial services industries. No matter what your needs are, they have the understanding to craft a personalized solution.

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