Mergers & Acquisition

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Mergers & Acquisitions Advisory Services

THERE ARE CLEAR ADVANTAGES TO PARTNERING WITH THE TOP-RANKED M&A ADVISORY FIRM

From preparation to deal negotiation, MarshBerry’s team of expert M&A advisors work with insurance brokerages and wealth advisory firms looking to buy or sell. Through a timely, controlled and well-designed M&A strategy, our experience and dedication to process that aligns your strategic objectives with a focus on maximizing value. Choose a trusted M&A advisor to ensure you have the necessary tools to take the next step.

Insurance and Wealth Management Firm M&A Services

MarshBerry offers comprehensive insurance M&A services that help guide you through the entire process. M&A transactions are complex proceedings that require extensive, detailed plans in the areas of strategic planning, valuation, due diligence and deal structuring.

MarshBerry advisors are experts and understand the unique challenges and opportunities of mergers and acquisitions for insurance brokerages and wealth management firms. Whether you want to expand your market share, diversify your offerings or position your brokerage for growth, MarshBerry is here to help.

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CONTACT THE M&A ADVISORY TEAM

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Talk to an M&A Advisor today

Eric Hallinan
Managing Director
Gerard Vecchio
Managing Director, Specialty Practice Co-Head
George Bucur
Managing Director & Specialty Practice, Co-Head
Casey Pont
Director
Jennifer Martin
Vice President
Eric Hallinan
Managing Director

Eric Hallinan joined MarshBerry in 2011, bringing with him significant experience in insurance firm operations, finance, and technology. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His involvement covers the full gamut of a merger & acquisition (M&A) transaction, and he works hard to provide clients with a seamless, comprehensive experience.

Gerard Vecchio
Managing Director, Specialty Practice Co-Head

Gerard Vecchio joined MarshBerry in 2017 and works specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry.

George Bucur
Managing Director & Specialty Practice, Co-Head

Focusing on specialty distribution and markets within MarshBerry’s Financial Advisory practice, George brings to MarshBerry extensive knowledge in merger & acquisition (M&A) transactions. In addition to being a trusted advisor to sellers and buyers within the specialty insurance arena, George provides valuation, succession planning, strategic planning, financial benchmarking and other financial consultative services.

Casey Pont
Director

As part of MarshBerry’s Financial Advisory team, Casey focuses on merger and acquisition (M&A) advisory for both buy side and sell side clients. Her current responsibilities include M&A valuation and analysis, insurance agency and brokerage valuation services, compensation consulting, perpetuation planning, and other general consulting projects. Casey is also a facilitator for two Strategic Issues Group within MarshBerry’s executive peer exchange network, Connect.

Jennifer Martin
Vice President

Jennifer Martin joined MarshBerry as an Associate in October 2019. As part of MarshBerry’s Financial Advisory team, Jennifer focuses on financial management consulting and valuation services, while also assisting senior level consultants on merger and acquisition (M&A) advisory.

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March 2024 Hg Capital induver and Clover Merger Hg Capital has invested in induver and Clover

MarshBerry International served as the financial advisor to induver

March 2024 Hub International Limited Zavitz Insurance and Wealth, Inc. Acquisition

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details March 2024

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
January 2024 Arthur J. Gallagher & Co. John Galt Insurance Agency Acquisition

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency

MarshBerry served as the financial advisor to John Galt Insurance Agency

Toggle Transaction Details January 2024

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency

MarshBerry served as the financial advisor to John Galt Insurance Agency

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: John Galt Insurance Agency Closed Date: 01/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to John Galt Insurance Agency
January 2024 Higginbotham & Associates, Inc. a privately-held insurance agency Acquisition

Higginbotham & Associates, Inc. has acquired a privately-held insurance agency 

MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.

January 2024 Johnson & Johnson Inc. Mid Valley General Agency, LLC Acquisition

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Toggle Transaction Details January 2024

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon
December 2023 Alliant Insurance Services, Inc. Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Acquisition

Alliant Insurance Services, Inc.  has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies

MarshBerry served as the financial advisor to Aldrich Benefits LP

Toggle Transaction Details December 2023

Alliant Insurance Services, Inc.  has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies

MarshBerry served as the financial advisor to Aldrich Benefits LP

Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Buyer: Alliant Insurance Services, Inc. Seller: Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Closed Date: 12/31/2023 Location: Oregon Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Aldrich Benefits
December 2023 Alera Group, Inc. CLS Healthcare Liability Specialists Acquisition

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists

MarshBerry served as the financial advisor to Alera Group, Inc.

Toggle Transaction Details December 2023

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists

MarshBerry served as the financial advisor to Alera Group, Inc.

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc.
December 2023 Alkeme Insurance Flor Insurance Group Acquisition

Alkeme Insurance has acquired Flor Insurance Group

MarshBerry served as the financial advisor to Flor Insurance Group

Toggle Transaction Details December 2023

Alkeme Insurance has acquired Flor Insurance Group

MarshBerry served as the financial advisor to Flor Insurance Group

Alkeme Insurance has acquired Flor Insurance Group Buyer: Alkeme Insurance Seller: Flor Insurance Group Firm Type: Commercial P&C; Personal Lines Closed Date: 12/29/2023 Location: Texas MarshBerry Advisory Role: MarshBerry served as the financial advisor to Flor Insurance Group
December 2023 RSC Insurance Brokerage, Inc. Ralph C. Wilson Agency Acquisition

RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency

MarshBerry served as the financial advisor to Ralph C. Wilson Agency

Toggle Transaction Details December 2023

RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency

MarshBerry served as the financial advisor to Ralph C. Wilson Agency

RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency Buyer: RSC Insurance Brokerage, Inc. Seller: Ralph C. Wilson Agency Closed Date: 12/29/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph C. Wilson Agency
December 2023 Howden  VLC & Partners Holding Acquisition

Howden has acquired VLC & Partners Holding

MarshBerry International served as the financial advisor to Howden

December 2023 Champion Risk & Insurance Services assets of LUX Insurance Services Acquisition

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services 

MarshBerry served as the financial advisor to Champion Risk & Insurance Services

Toggle Transaction Details December 2023

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services 

MarshBerry served as the financial advisor to Champion Risk & Insurance Services

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services  Buyer: Champion Risk & Insurance Services Seller: LUX Insurance Services  Firm Type: Employee Benefits & Consulting Closed Date: 12/15/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Champion Risk & Insurance Services
December 2023 AUB Group Limited Mexbrit and Forte Underwriters Acquisition

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

Toggle Transaction Details December 2023

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
December 2023 RSC Insurance Brokerage, Inc. Professional Risk Associates, Inc. Acquisition

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.

MarshBerry served as the financial advisor to Professional Risk Associates, Inc.

Toggle Transaction Details December 2023

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.

MarshBerry served as the financial advisor to Professional Risk Associates, Inc.

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: Professional Risk Associates, Inc. Closed Date: 12/8/2023 Location: Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Risk Associates, Inc.
December 2023 World Insurance Associates, LLC Exchange Underwriters, Inc. Acquisition

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.

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

Toggle Transaction Details December 2023

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.

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

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2023 Hilb Group, LLC Privately-held entities Acquisition

The Hilb Group, LLC has acquired multiple privately-held entities

MarshBerry served as the financial advisor to The Hilb Group, LLC

December 2023 Hub International Limited Professional Financial Specialists, Inc. Acquisition

Hub International Limited has acquired Professional Financial Specialists, Inc.

MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.

Toggle Transaction Details December 2023

Hub International Limited has acquired Professional Financial Specialists, Inc.

MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.

Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
November 2023 Vantage Insurance Partners, Inc. A privately-held insurance agency Acquisition

Vantage Insurance Partners, Inc. has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.

November 2023 Arthur J. Gallagher & Co. Hughes Insurance Agency, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.

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

Toggle Transaction Details November 2023

Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.

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

Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Hughes Insurance Agency, Inc. Closed Date: 11/17/2023 Location: New York MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
November 2023 Inszone Insurance Services, Inc. Hawks View Insurance Acquisition

Inszone Insurance Services, Inc. has acquired Hawks View Insurance

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Toggle Transaction Details November 2023

Inszone Insurance Services, Inc. has acquired Hawks View Insurance

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Inszone Insurance Services, Inc. has acquired Hawks View Insurance Buyer: Inszone Insurance Services, Inc. Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 11/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. 
November 2023 Specialty Program Group, LLC Insurance Allies, LLC Acquisition

Specialty Program Group, LLC has acquired Insurance Allies, LLC 

MarshBerry served as the financial advisor to Insurance Allies, LLC

Toggle Transaction Details November 2023

Specialty Program Group, LLC has acquired Insurance Allies, LLC 

MarshBerry served as the financial advisor to Insurance Allies, LLC

Specialty Program Group, LLC has acquired Insurance Allies, LLC  Buyer: Specialty Program Group, LLC Seller: Insurance Allies, LLC  Closed Date: 11/1/2023 Location: Illinois MarshBerry Advisory Role: MarshBerry served as the financial advisor to Insurance Allies, LLC