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
UK Investment Sector Records Robust M&A Activity In H1 2026
by Fred Hansson
M&A Market Update June saw an uptick in mergers and acquisitions (M&A) activity across the investment sector, with…
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AI/Technology Tomorrow’s Leadership Begins This Summer by Michel Schaft
Insurance A(Nother) Quiet First Half For UK Insurance Distribution M&A by John Nisbet
M&A UK Investment Sector M&A Activity Slows In May by Fred Hansson
More INSIGHTS

Recent Transactions

Explore MarshBerry Transactions
Explore Industry Transactions
June 2026

Goodbody Stockbrokers Unlimited Company has acquired Legacy Wealth Management Limited

United Kingdom

MarshBerry served as the M&A advisor to Legacy Wealth Management

June 2026 risk-logo

RISK has acquired the direct insurance portfolio of Klaverblad Verzekeringen

 The Netherlands

MarshBerry served as the M&A advisor to Klaverblad Verzekeringen

 March 2026 Acquisition HBC Group has acquired IRM Group Austria

MarshBerry served as the M&A advisor to IRM Group

 February 2026 Acquisition Optio Group has acquired AGS Forsikring AS Norway

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

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

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

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

MarshBerry served as the M&A advisor to First Actuarial

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

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

 October 2025 Acquisition Yellow Hive has acquired Assurantiekantoor Vermeij The Netherlands

MarshBerry served as the M&A advisor to Assurantiekantoor Vermeij

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

MarshBerry served as the M&A advisor 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
† Advisory services provided by MarshBerry Capital

Now Available: 2026 European Insurance Distribution Market Report

MarshBerry’s 2026 European Insurance Distribution M&A Market Report examines the forces reshaping brokerage across 32 markets. As “easy growth” fades, the report highlights why specialization, internationalisation, technology, and control of distribution economics now define winners—and what firms should consider next.

Download Report

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 1999–2025 in which a financial advisor was used; Ranked by Total Number of Deals as of 1/14/25.

1,460+ 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 2025
650+ Diagnostic and Confirmatory Due Diligence Projects Completed since 2004
4,010+ Valuations Completed Since Inception
$35B+ in Advised Transaction Value 2012–2025 Based upon maximum earn out value for deals closed; MarshBerry advised deals through 12/31/25.

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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