Corporate Finance Advisory
Corporate Finance Advisory for Insurance Broking & Wealth Management Firms
No two firms are the same
MarshBerry’s corporate finance advisory services offer a customized solution created for a variety of providers, such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions.
There are many strategic options available to insurance brokers and wealth management firms when it comes to charting a path forward. MarshBerry works with you to manage and lead the exploration of all options to discover what’s right for your firm.
Mergers and Acquisitions
As firm owner or principal determining if you should implement organic growth strategies, grow through acquisition, perpetuation, or sell your business,
MarshBerry is the only M&A advisor you need.
- Identification, ranking, and introductions to potential debt capital providers
- Identification of optimal loan types
- Market pricing considerations
- Negotiation of debt terms
- Assistance with confirmatory financial due diligence and document review
Capital Raise
MarshBerry insurance and wealth management corporate finance experts work on your behalf to determine and source the best set of debt and equity capital raising solutions tailored to fit your firms’ needs today as well as anticipate your firms’ future needs.
- Valuation of your enterprise, either on a majority or minority basis
- Identification, ranking, and introductions to potential equity capital providers
- Negotiation of competitive pricing and terms
- Assistance with confirmatory financial due diligence and document review
Recent Transactions
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 NetherlandsMarshBerry 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 KingdomMarshBerry served as the financial advisor to Capulus
August 2024
Acquisition
Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited
United KingdomMarshBerry served as the financial advisor to The CI Group Holdings Limited
