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Financial Advisory

Helping Clients Learn, Improve, and Realize Their Value.

Your agency is unique

So why settle for off-the-shelf advice?

You deserve a customized approach to growth—a path designed specifically for your business. One that accounts for your people, your culture, your market, and your goals for the future.

By partnering with MarshBerry, firms have the advantage of tapping into more than 40 investment banking professionals that together hold over 160 licenses and professional designations. This expertise brings unparalleled value to firms looking to plan for their future, perpetuate internally, or those looking to buy or sell in the insurance distribution market.


Decades of experience tailoring solutions to fit your unique needs.

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No two solutions are the same. Partnering with a MarshBerry investment banker who can identify potential capital provider matches for your firm will help you execute the process with confidence. Together we can explore a variety of options for raising equity capital or raising debt capital.

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Whether you are looking to grow through acquisition or if it is time to sell or perpetuate, MarshBerry is uniquely positioned in the marketplace to be an asset for your firm. With more than 900 total M&A transaction advised on and having the broadest buyer spread of any advisor, MarshBerry brings intrinsic expertise and market reach that is distinctive in the industry.  

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What is the value that MarshBerry brings you? Wisdom, experiences, and tools designed to help you LEARN best practices to IMPROVE business performance so that you can REALIZE maximum value of your firm.

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MarshBerry Latest

Connect Platform Again Named Top 3 Agency Partnership

The Connect Platform is more than just an aggregator, it’s an organic growth accelerator. Learn more about how firms are using it to maximize organic growth for their firm.