Insights

MARKET AND BUSINESS INSIGHTS THAT HELP GUIDE YOUR FIRM FORWARD

MarshBerry offers a full suite of intellectual capital resources, extensive proprietary and custom research, rich industry data, best practices, and hands-on practical applications to motivate action for your firm.

DATA & ANALYTICS

In knowledge-intensive markets like insurance brokerage and wealth management, business intelligence provides vital support to organizational value. MarshBerry’s Intellectual Capital division is the foundation of our firm. The Intellectual Capital team offers a full suite of resources, extensive proprietary studies and custom research, rich industry data, best practices, and hands-on practical applications to help drive profit and increase the value of your firm.

Today’s ViewPoint Blog

Keep pace with insurance brokerage and wealth management trends and rapidly evolving market landscapes. Today’s ViewPoint blog provides relevant insight and views from expert MarshBerry advisors and other industry leaders to help you make informed decisions.

WayPoint

MarshBerry’s WayPoint offers macroeconomic indicators relevant to your brokerage or agency, industry insights from our proprietary database and updates on the M&A market and key transactions from the previous month.

Industry Insights

MarshBerry provides industry-leading data and insights, perspectives and market conditions to help your leadership stay abreast of developments in the insurance brokerage and wealth management industries. MarshBerry has created its perspective on the international market, which expands on observation and trends across Europe.

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Recent Acquisition Transactions
March 2024 Seven Investment Management Eastcote Wealth Management Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

MarshBerry International acted as the exclusive financial advisor to Eastcote Wealth Management

March 2024 Hg Capital induver and Clover Hg Capital has invested in induver and Clover

MarshBerry International served as the financial advisor to induver

December 2023 Howden  VLC & Partners Holding Acquisition

Howden has acquired VLC & Partners Holding

MarshBerry International served as the financial advisor to Howden

October 2023 Brown & Brown Berkeley Insurance Group Acquisition Brown & Brown has acquired Berkeley Insurance Group

IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*

September 2023 Clear Insurance Management Miles Archer Limited Acquisition

Clear Insurance Management has acquired Miles Archer Limited

IMAS acted as the exclusive financial advisor to Miles Archer Limited*

May 2023 Specialist Risk Group The Medical Professional Liability Company Limited Acquisition

Specialist Risk Group has acquired The Medical Professional Liability Company Limited

IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*

April 2023 Momentum Global Investment Management Crown Investments Management Acquisition

Momentum Global Investment Management has acquired Crown Agents Investment Management

IMAS acted as the exclusive financial advisor to Crown Agents Bank*

March 2023 Arthur J. Gallagher & Co FE Protect Acquisition

Arthur J. Gallagher & Co. has acquired FE Protect

IMAS acted as the exclusive financial advisor to AT Squared Holdings Limited (FE Protect)*

March 2023 Gilde Equity Management De Croes Adviesgroep Acquisition

Gilde Equity Management has acquired De Croes Adviesgroep

MarshBerry International served as the financial advisor to De Croes Adviesgroep

March 2023 Gilde Equity Management Velthuis Assurantien Acquisition

Gilde Equity Management has acquired Velthuis Assurantien 

MarshBerry International served as the financial advisor to Velthuis Assurantien

March 2023 Gilde Equity Management Holtkamp Assurantien Acquisition

Gilde Equity Management has acquired Holtkamp Assurantien

MarshBerry International served as the financial advisor to Holtkamp Assurantien

March 2023 Gilde Equity Management Asbroek Adviesgroep Acquisition

Gilde Equity Management has acquired Asbroek Adviesgroep

MarshBerry International served as the financial advisor to Asbroek Adviesgroep

March 2023 Gilde Equity Management De Bedrijfsverzekeraar Acquisition

Gilde Equity Management has acquired De Bedrijfsverzekeraar

MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar

March 2023 Gilde Equity Management Baartman Assurantien Acquisition

Gilde Equity Management has acquired Baartman Assurantien 

MarshBerry International served as the financial advisor to Baartman Assurantien

March 2023 Gilde Equity Management Scharenborg Beltrum Acquisition

Gilde Equity Management has acquired Scharenborg Beltrum

MarshBerry International served as the financial advisor to Scharenborg Beltrum

March 2023 Gilde Equity Management Kok Advies Acquisition

Gilde Equity Management has acquired Kok Advies

MarshBerry International served as the financial advisor to Kok Advies

March 2023 Gilde Equity Management Baksteen & Pul Acquisition

Gilde Equity Management has acquired Baksteen & Pul

MarshBerry International served as the financial advisor to Baksteen & Pul

March 2023 Gilde Equity Management Dommerholt & Ten Brinke Acquisition

Gilde Equity Management has acquired Dommerholt & Ten Brinke

MarshBerry International served as the financial advisor to Dommerholt & Ten Brinke

March 2023 Gilde Equity Management Steentjes Makelaars Acquisition

Gilde Equity Management has acquired Steentjes Makelaars

MarshBerry International served as the financial advisor to Steentjes Makelaars

March 2023 Gilde Equity Management Boks Beijer Wij Verzekeren Acquisition

Gilde Equity Management has acquired Boks Beijer Wij Verzekeren

MarshBerry International served as the financial advisor to Boks Beijer Wij Verzekeren