Financial Advisory

Investment Banking

THINK MARSHBERRY. THINK VALUE CREATION.

Insurance Investment Banking Consultants

No two firms are the same
MarshBerry offers a customized solution created from a variety of providers and insurance investment bankers, such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions that are all a part of MarshBerry Capital Raising Solutions.

Capital Markets and Financial Advisory Services

MarshBerry insurance investment banking experts work on your behalf to determine and source the best set of debt and equity capital solutions tailored to fit your firms’ needs today as well as anticipate your firms’ future needs.

Mergers and Acquisitions

As an agency owner or principal determining if you should implement organic growth strategies, grow through acquisition, perpetuate leadership, 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

What Makes MarshBerry the right Investment Banking Advisors for you:

  1. We are licensed. MarshBerry Capital, Inc., an affiliate of Marsh Berry & Company, Inc., is a Member of FINRA and SIPC. Clients can be confident knowing they are working with a firm that requires a high degree of integrity and accuracy in all M&A deals. MarshBerry demands nothing less and so does the SEC.
  2. We do not have direct ownership in an insurance broker at the company level or individual level. Finding solutions that best meet your objectives is what motivates MarshBerry.  Clients can trust there are no hidden agendas or conflicts of interest; only strategies and recommendations that serve their best interest.
  3. We have a fiduciary and ethical responsibility to only one client per transaction. With a singular focus on representing you, MarshBerry does not get paid by both parties in a transaction. 
  4. Consultation to sell side clients does not end at the signing of a letter of intent. Walking with clients throughout the process ensures not only a smooth transaction but also financial advice during the earn out period to help you maximize shareholder wealth.
  5. The revenue size of our clients reflects that of the insurance broker population (a representative mix of small, medium, and large insurance agencies and brokers). We have advised on some of the largest transactions in the industry. No matter the revenue size, your transaction is managed with the same care and diligence necessary to optimize results. Clients benefit from the breadth and depth of MarshBerry’s expertise to fully realize their firms’ value.
  6. We do not favor specific buyers; we have the broadest buyer spread of any advisor. In the last four years, we have transacted with over 50 different buyers, more than double our closest competitor. Finding the right match for your firm is critical. Maximizing shareholder value is one part of the equation but achieving the best cultural fit is also critical to long term success. Why limit the pool of potential partners? MarshBerry helps you find the right partner that not only maximizes shareholder value, but also is the best cultural fit. Finding the right match is critical.
  7. Our buy side due diligence practice gives us an advantage on sell side representation. Clients gain unique behind the curtain visibility into the buyer culture, pricing, terms, and additional insight from past deals. This knowledge helps manage expectations while optimizing potential.

Related Articles

November 2022 Alliant Insurance Services,Inc Trivedi Capacity Associates Acquisition

Alliant Insurance Services, Inc has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions

October 2022 World Insurance Associates LLC. CDR Insurance Group Inc. Acquisition

World Insurance Associates, LLC has acquired CDR Insurance Group Inc 

MarshBerry served as the financial advisor to World Insurance Associates, LLC

September 2022 Partners Group Foundation Risk Partners Acquisition

Partners Group has invested in Foundation Risk Partners

MarshBerry served as the financial advisor to Foundation Risk Partners

August 2022 Hub International Limited ESP Insurance Brokerage, LLC Acquisition

Hub International Limited has acquired ESP Insurance Brokerage, LLC

MarshBerry served as the financial advisor to ESP Insurance Brokerage, LLC

August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

June 2022 Marsh & McLennan Agency, LLC Clark Insurance Acquisition

Marsh & McLennan Agency, LLC has acquired Clark Insurance 

MarshBerry served as the financial advisor to Clark Insurance

May 2022 Specialty Program Group, LLC Jones Birdsong, LLC Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC

April 2022 Risk Placement Services, Inc. G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition

Risk Placement Services, Inc. has acquired G. A. Mavon & Co. & it’s wholly-owned subsidiary, Mavco Insurance Agency 

MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency

March 2022 Hub International Limited Kuhl Insurance Agency, Inc. Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.

MarshBerry served as the financial advisor to Kuhl Insurance Agency, Inc.

December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial adviser to Hub International Limited

December 2021 Hub International Limited JP Griffin Companies, LLC Acquisition Hub International Limited has acquired JP Griffin Companies, LLC

MarshBerry was the financial advisor to JP Griffin Companies, LLC

December 2021 One80 Intermediaries Innovative Risk Management Acquisition One80 Intermediaries has acquired Innovative Risk Management

MarshBerry was the financial advisor to Innovative Risk Management

December 2021 One80 Intermediaries Prosurance Insurance Group, Inc. Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.

MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.

December 2021 BroadStreet Capital Partners, Inc. a privately-held insurance agency in Pennsylvania Acquisition BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania

MarshBerry was the financial advisor to the Seller

December 2021 One80 Intermediaries Pearl Insurance Acquisition One80 Intermediaries has acquired Pearl Insurance

MarshBerry was the financial advisor to Pearl Insurance

December 2021 The Hilb Group, LLC Insurance Consultants of Central Florida Acquisition The Hilb Group, LLC has acquired Insurance Consultants of Central Florida

MarshBerry was the financial advisor to Insurance Consultants of Central Florida

December 2021 Alera Group, Inc. Ashbrook-Clevidence, Inc. Acquisition Alera Group, Inc. has acquired Ashbrook-Clevidence, Inc.

MarshBerry was the financial advisor to Ashbrook-Clevidence, Inc.

December 2021 Foundation Risk Partners Gaspar Insurance Services Acquisition Foundation Risk Partners has acquired Gaspar Insurance Services

MarshBerry was the financial advisor to Gaspar Insurance Services