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Acquire

THINK MARSHBERRY.
THINK GROWTH.

Driving growth through acquisition. If you are looking to acquire a business in the insurance distribution market, MarshBerry is the trusted advisory you need to make sure you have the necessary analysis, tools and insight to achieve your strategic objective.

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BUY SIDE ADVISORY: ACHIEVING GROWTH IS A FUNDAMENTAL CORNERSTONE OF CREATING VALUE.

Strategically growing your firm through acquisition requires a keen eye, intrinsic expertise and market reach. MarshBerry is the trusted advisor you need to navigate the very dynamic Mergers & Acquisition (M&A) insurance distribution market.

Creating Value

From preparation to deal negotiation, MarshBerry solutions can be a tremendous asset to help you acquire the right firm.

  • How do I structure a deal?
  • How do I find the right agency fit?
  • How do I position my firm as a buyer?
  • How can I leverage debt to acquire a firm and grow my business?
  • What should I Know about Continuity Planning and Business Integration?

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Buy Side Advisory: Start to Finish

Acquiring an agency can be a valuable tool to drive growth, create market opportunities and leverage economies of scale. Learn more about growing your firm through acquisition.

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WHY MARSHBERRY?

From preparation to deal negotiation, MarshBerry’s Merger & Acquisition seasoned professionals and industry experience can be a tremendous asset to you. Proficiency spans all stages of an acquisition – from the earliest planning and strategy work through the all-important post-closing management. Learn more about services and industries.

MARKET LEADER | BUY SIDE ADVISORY

Contact the M&A Advisory Team

#1
M&A Sell Side Advisor (1999-2019) as Tracked by S&P Global Market Intelligence
500+
M&A Transactions since 1995 with the 100 largest brokers of U.S. Business as identified by Business Insurance
835
Total M&A Transactions advised on since 1999
Private Client

The advice we got through the transaction was invaluable. MarshBerry was by our side the entire time. They know our people, our culture, they’ve been to our office. MarshBerry also played a key role in our arriving to the decision to sell and who to sell to. When we first engaged with MarshBerry, we said, ‘We don’t want the whole world coming in here. You know us. Culture is very, very important. Bring us who you think would be a cultural fit.’ They boiled it down to seven firms.

Private Client
Private Client

They are honest as the day is long, they give complete information and make it easy to analyze. The team is great. I trust them.

Private Client
Private Client

MarshBerry had deeper insight into the market than we did. They had expertise at negotiating value and they sourced qualified buyers. The timeline on the process was right and they prepped us well for conversations.

Private Client
Private Client

The benefit of working with MarshBerry is absolutely, the consultative style. It shows up because most investment bankers don’t have due diligence teams. MarshBerry does and it deepens their understanding of the value.

Private Client
Private Client

They have deep technical expertise that enables them to make observations about what operations are really driving the numbers, they are really good at that.

Private Client
Private Client

MarshBerry is very substantial, they have a very consultative style, and they are knowledgeable. There is sizzle and substance to them. Not many of their competitors understand the business as well as MarshBerry does.

Private Client

Contact the Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage industry. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

Gerard Vecchio
Managing Director
Sarah Lucas
Senior Vice President
Tobais Milchereit
Vice President
Brad Unger
Vice President
Gerard Vecchio
Managing Director

Gerard Vecchio joined MarshBerry in 2017 and works specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry.

Sarah Lucas
Senior Vice President

Sarah Lucas joined Marsh, Berry & Co., Inc. (“MarshBerry”) in 2006 as a Financial Analyst. She was promoted to Consultant in 2009, Senior Consultant in 2011, Vice President in 2013, and Senior Vice President in 2018. Sarah is a key contributor to the merger & acquisition and consulting practices of MarshBerry. Her primary responsibilities include merger and acquisition valuation and analysis, due diligence, document review, deal negotiation, integration planning and intangible asset valuation. Sarah is also the Due Diligence Practice Leader for MarshBerry.

Tobais Milchereit
Vice President

Tobias Milchereit joined MarshBerry in 2019 and currently serves as a Vice President. As part of MarshBerry’s Financial Advisory division, Tobias’ primary responsibilities include assisting with sell side transactions, due diligence, acquisition analysis and integration planning.

Brad Unger
Vice President

Brad joined MarshBerry in 2015 as a Vice President on the Merger & Acquisition (M&A) team, bringing with him a significant amount of experience in the insurance industry, including M&A, capital management, and general financial management. In addition to his M&A advisory responsibilities, Brad is also involved with the firm’s financial consulting business.

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

April 2021 INSURICA  Oklahoma Business Insurors Agency, LLC Acquisition INSURICA  has acquired Oklahoma Business Insurors Agency, LLC

MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC

March 2021 The Hilb Group, LLC Star Insurance Agency Acquisition The Hilb Group, LLC has acquired Star Insurance Agency

MarshBerry was financial adviser to The Hilb Group, LLC

February 2021 Financial Institutions, Inc. Landmark Group of Brighton, Inc. Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.

MarshBerry was financial adviser to Financial Institutions, Inc.

January 2021 Sunstar Insurance Group, LLC  a privately-held insurance agency in Missouri Acquisition Sunstar Insurance Group, LLC has acquired  a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

January 2021 AssuredPartners, Inc. Murray Insurance Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.

MarshBerry was financial adviser to Murray Insurance Associates, Inc.

January 2021 GCP Capital Partners, LLC  ALKEME Holdings, LLC Acquisition

GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC

MarshBerry was financial adviser to ​GCP Capital Partners​, LLC

January 2021 Hub International Limited Christiansen Insurance Group, LLC Acquisition Hub International Limited has acquired Christiansen Insurance Group, LLC

MarshBerry was financial adviser to Christiansen Insurance Group, LLC

December 2020 World Insurance Associates, LLC Two Rivers Insurance Company, Inc. Acquisition World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc.

MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.

December 2020 BRP Group, Inc. Burnham Benefits Insurance Services, Inc. Acquisition BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc.

MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.

December 2020 The Hilb Group, LLC privately-held insurance agency in Michigan Acquisition The Hilb Group, LLC has acquired privately-held insurance agency in Michigan

MarshBerry was financial adviser to the Seller

December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.

December 2020 American Insurance, Inc  a privately-held insurance agency in North Dakota Acquisition American Insurance, Inc  has acquired a privately-held insurance agency in North Dakota

MarshBerry was financial adviser to the Seller

December 2020 Heffernan Insurance Brokers Porter & Curtis, LLC Acquisition Heffernan Insurance Brokers has acquired Porter & Curtis, LLC

MarshBerry was financial adviser to Porter & Curtis, LLC

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E&S MARKET STRENGTH TO CONTINUE IN 2021

U.S. E&S insurance sector continues its healthy pace of growth with the top 3 stamping offices reporting strong premium increases in 1Q21.