For all Stages of Ownership – Think MarshBerry
Think MarshBerry
Your Trusted Advisor In The Insurance Brokerage & Wealth Management Industries
Learn, Improve, and Realize Your Firm’s Fullest Potential
- M&A Advisory & Debt & Equity Capital Raising
- Business Consulting to Accelerate Growth
- Proprietary and cumulative Market Intelligence
- Member-based Executive Peer Exchange
- FirstChoice: More than an aggregation network
After a strong 2024, for both the U.S. economy and the insurance industry, all eyes are on a positive outlook for insurance brokerage M&A in 2025.
Recent Transactions
February 2026
Acquisition
The Vistria Group, LP has acquired Lumen Holdings, LLC
Acquisition
The Hilb Group, LLC has acquired a South Carolina-Based Business
Acquisition
Revau has acquired Triad Oilfield Underwriters
Acquisition
Novacore has acquired CP Insurance Associates
Acquisition
Acquisition
The Baldwin Group has acquired Capstone Group
Acquisition
The Baldwin Group has acquired CAC Group
Acquisition
King Risk Partners, LLC has acquired Ten Eyck Group
Acquisition
IMA Financial Group, Inc. has acquired The Richards Group
Acquisition
Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC
Trucordia Insurance Services, LLC. has acquired Florida Insurance, Inc.
Acquisition
Alkeme Insurance has acquired Health Connect Insurance Agency
Acquisition
NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency
Acquisition
Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors
Acquisition
Scali Insurance Group has acquired Cowell James Forge Insurance Group
Acquisition
Acquisition
Acquisition
HUB International Limited has acquired a Manitoba, Canada-Based Business
Acquisition
Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.
Acquisition
The Vistria Group, LP has acquired Lumen Holdings, LLC
MarshBerry served as the financial advisor to The Vistria Group, LP
February 2026
Acquisition
The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2026
Acquisition
Revau has acquired Triad Oilfield Underwriters
MarshBerry served as the financial advisor to Triad Oilfield Underwriters†
January 2026
Acquisition
Novacore has acquired CP Insurance Associates
MarshBerry served as the financial advisor to CP Insurance Associates†
January 2026
Acquisition
EPIC Insurance Brokers & Consultants has acquired
The Bond Exchange & Insurance Agency
MarshBerry served as the financial advisor to The Bond Exchange†
January 2026
Acquisition
The Baldwin Group has acquired Capstone Group
MarshBerry served as the financial advisor to Capstone Group†
January 2026
Acquisition
The Baldwin Group has acquired CAC Group
MarshBerry served as the financial advisor to The Baldwin Group†
December 2025
Acquisition
King Risk Partners, LLC has acquired Ten Eyck Group
MarshBerry served as the financial advisor to King Risk Partners, LLC
December 2025
Acquisition
IMA Financial Group, Inc. has acquired The Richards Group
MarshBerry served as the financial advisor to The Richards Group†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC
MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†
December 2025
Trucordia Insurance Services, LLC. has acquired Florida Insurance, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
Acquisition
Alkeme Insurance has acquired Health Connect Insurance Agency
MarshBerry served as the financial advisor to Health Connect Insurance Agency†
December 2025
Acquisition
NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency
MarshBerry served as the financial advisor to Hamilton Insurance Agency†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors
MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
December 2025
Acquisition
Scali Insurance Group has acquired Cowell James Forge Insurance Group
MarshBerry served as the financial advisor to Cowell James Forge Insurance Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
HUB International Limited has acquired a Manitoba, Canada-Based Business
MarshBerry served as the financial advisor to HUB International Limited
December 2025
Acquisition
Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
Proof is in the Numbers
#1 M&A Sell Side Advisor with 1,300+ total transactions advised (2009-2023)
Based upon maximum earn out value for deals closed globally; MarshBerry advised deals through 12/31/24.
As identified by the 100 largest brokers of U.S. business as identified by Business Insurance.
These totals include certain transactions completed by Marsh, Berry & Company, LLC professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, LLC. Total completed buy and sell side insurance brokerage transactions in the U.S. only as reported by S&P Global Market Intelligence.
There may be some duplication in the number of firms counted as certain firms subscribe to and/or provide data for multiple benchmarking services.
Transaction value based realistic earn out value for deals closed 1/1/08 through 12/31/24 in which MarshBerry was the advisor.