Mergers & Acquisitions Capital Raise

MarshBerry guides companies in insurance broking and wealth management with specialised advice on mergers, acquisitions, and corporate finance. We understand both the challenges and opportunities in your sector and provide tailored solutions that deliver financial and strategic value. Whether you’re looking to grow, sell, or invest – we’re with you every step of the way.

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Strategic Planning Perpetuation Planning Business Valuations

Making strategic decisions requires insight, experience, and a clear direction. MarshBerry supports brokers and wealth managers in developing future-proof strategies, successful business succession plans, and reliable business valuations. Our advisors work closely with you to explore the right options and implement a plan that aligns with your ambitions, your people, and your clients.

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Executive Peer Membership

What makes a firm successful in the dynamic and fragmented European financial services market? MarshBerry helps executives in the insurance broking and wealth management sector strengthen their leadership with insights and industry best practices.

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Insights

M&A
Multiple high-value investment sector deals sustain UK M&A momentum through February 
by Fred Hansson
In February, there were six investment sector M&A deals announced, four of which exceeded £100m in value.
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M&A A long winter for UK Insurance Distribution M&A  by John Nisbet
AI/Technology Who will own the customer? by Olly Laughton-Scott
AI/Technology Is AI rewriting the rules of insurance distribution and valuation?  by Armand Hoftijzer
More INSIGHTS

Recent Transactions

Explore MarshBerry Transactions
Explore Industry Transactions
February 2026 Acquisition Optio Group has acquired AGS Forsikring AS Norway

MarshBerry served as the M&A adviser to AGS Forsikring AS

 February 2026 Acquisition Avon Investment Strategies has acquired Throgmorton Private Capital United Kingdom

MarshBerry served as the M&A adviser to Throgmorton Private Capital

 December 2025 Acquisition Arthur J. Gallagher & Co. has acquired First Actuarial United Kingdom

MarshBerry served as the M&A adviser to First Actuarial

 November 2025 Acquisition HBC Group has acquired DUPI Underwriting Agencies Nordics Denmark

MarshBerry served as the M&A adviser to DUPI Underwriting Agencies Nordics

 October 2025 Acquisition Yellow Hive has acquired Assurantiekantoor Vermeij The Netherlands

MarshBerry served as the M&A adviser to Assurantiekantoor Vermeij

 October 2025 Acquisition MRH Trowe has invested in Pantheon Underwriters GmbH Germany

MarshBerry served as the M&A adviser to Pantheon Underwriters GmbH

 August 2025 Acquisition Specialist Risk Group Limited has acquired City Quarter Brokers Limited United Kingdom

MarshBerry served as the financial advisor to City Quarter Brokers Limited

 April 2025 Arthur J. Gallagher & Co. has acquired Bircroft Insurance Services, Ltd United Kingdom

MarshBerry served as the M&A adviser to Bircroft Insurance Services, Ltd

 February 2025 PIB Group Limited has acquired Residentsline Limited United Kingdom

MarshBerry served as the M&A adviser to Residentsline Limited

 January 2025 Ardonagh Advisory Broking Holdings Limited has acquired Anderson & Co Insurance Brokers United Kingdom

MarshBerry served as the financial advisor to Anderson & Co Insurance Brokers

 January 2025

HARPER has acquired the minority stake securing full independency

 The Netherlands

MarshBerry served as the financial advisor to Harper Insurance

 December 2024 The GrECo Group has invested in Comergon Greece

MarshBerry served as the financial advisor to Comergon

 December 2024 Acquisition MFM Holding LTD has acquired Willis Owen Limited United Kingdom

MarshBerry served as the financial advisor to Willis Owen Limited

 November 2024 Specialist Risk Group Limited has acquired One Claim Limited United Kingdom

MarshBerry served as the financial advisor to One Claim Limited

 October 2024 Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited United Kingdom

MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited

 October 2024 Connection Capital & Management (MBO) has acquired Hood Group Limited United Kingdom

MarshBerry served as the financial advisor to Hood Group Limited

 October 2024 Beyond Doubt Holdings Limited has acquired Airsports Insurance Bureau United Kingdom

MarshBerry served as the financial advisor to Beyond Doubt Holdings Limited

 September 2024 PIB Group Limited has acquired RS Insurance Brokers Limited United Kingdom

MarshBerry served as the financial advisor to RS Insurance Brokers Limited

 September 2024 Acquisition

Specialist Risk Group has acquired Capulus

 United Kingdom

MarshBerry served as the financial advisor to Capulus

 August 2024 Acquisition

Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited

 United Kingdom

MarshBerry served as the financial advisor to The CI Group Holdings Limited
† Advisory services provided by MarshBerry Capital

Now available: The State of the UK Investment Sector

MarshBerry’s UK Investment Sector M&A Report, The State of the UK Investment Sector, the latest analysis of the deal activity and structural trends shaping the UK investment sector, is now available. This year’s review provides a concise but detailed look at how market conditions, strategic priorities and shifting investor dynamics influenced M&A behaviour throughout the year.

Download The State of the UK Investment Sector

Proof Is In The Numbers

#1 M&A Sell Side Advisor For Over 25 Years as Tracked by S&P Global Market Intelligence

Completed sell side transactions in Merger & Acquisition Transactions in Insurance Brokerage 1999–2023 in which a financial advisor was used; Ranked by Total Number of Deals as of 1/14/25.

1,300+ Total M&A Transactions Advised These totals include certain transactions completed by MarshBerry professionals while employed at another firm, whereby substantially all of the assets were acquired by MarshBerry. Total completed buy and sell side transactions globally since 1999 as reported by S&P Global Market Intelligence. This data displays a snapshot at a particular point in time each year, of the total number of buy side and sell side deals as reported by S&P Global Market Intelligence. It has not been updated to reflect subsequent changes, if any.
135+ Total M&A Transaction Advised in 2023
565+ Diagnostic and Confirmatory Due Diligence Projects Completed since 2004
3,850+ Valuations Completed Since Inception
$28B+ in Advised Transaction Value 2012–2023 Based upon maximum earn out value for deals closed; MarshBerry advised deals through 12/31/23.

Talk to a Marshberry advisor

MarshBerry’s team of advisors are thought leaders and experts in the M&A advisory and business planning. No matter what your needs are, they have the understanding to craft a personalized solution.

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