MarshBerry advises First Actuarial on its sale to Arthur J. Gallagher & Co.

London, England, 3 December 2025 – MarshBerry, a global leader in corporate finance and consulting, serving the insurance distribution and wealth management industries, is pleased to have advised First Actuarial on its sale to Arthur J. Gallagher & Co.

MarshBerry acted as the exclusive financial adviser to First Actuarial, a leading provider of pension administration, employee benefits, consultancy and investment services to employers and pension plan trustees throughout the UK. It is a highly regarded firm, with a strong reputation across both defined benefit and defined contribution schemes.

“We are delighted to have advised First Actuarial in this important transaction.” stated Fred Hansson, MarshBerry Managing Director. “The firm’s deep technical expertise, combined with its unwavering client-centric ethos have driven exceptional growth over the past two decades. These qualities made First Actuarial a highly sought-after partner, and we are proud to have supported the firm in achieving its strategic objectives.”

This transaction underscores MarshBerry’s commitment to helping firms achieve strategic growth through a merger & acquisition (M&A) in the financial services sector. MarshBerry’s team brings extensive experience in advisory services, supporting clients through the complexities of valuation, negotiation, and successful execution.

Terms of the transaction were not disclosed.

MarshBerry – Helping Clients Learn, Improve & Realize Value

MarshBerry is a global leader in Merger & Acquisition (M&A) advisory services, corporate finance solutions, and strategic consulting for insurance brokerages and firms in the wealth management industry. Our mission is to help firms in insurance distribution amplify value and chart strategic courses towards a future rife with opportunities. With a legacy spanning over 40 years, MarshBerry expanded its footprint to Europe in 2019 and now boasts four locations specializing in Corporate Finance Advisory (M&A Advisory; Capital Raising), and Business Planning (Strategic Planning; Business Valuations; Perpetuation Planning). MarshBerry’s deep industry expertise, innovative solutions, and client-first philosophy support European financial service providers in optimizing their business strategies and achieving long-term success. For more information, visit www.MarshBerry.com/EU.