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Founded in 1981, MarshBerry has grown to become the nation’s #1 M&A Advisory Firm and top-growth consultant in the Insurance Brokerage and Financial Services industries. MarshBerry provides financial advisory, management consulting and market intelligence for the insurance brokerage industry, wealth industry and distribution service markets in multiple locations around the globe.

United States

International

With decades of proven experience as a top advisor, we will help you amplify value creation. If you are looking to grow, stay relevant and remain viable now and for the future, contact us today.

MarshBerry’s expertise spans multiple industries

Retail & Specialty Insurance Brokerage

View More The Insurance Brokerage landscape is constantly changing.  P&C clients have confidence and trust in the experience, extensive knowledge, and expertise of MarshBerry Advisors.  View More

Financial Services Wealth Advisory

View More MarshBerry brings intrinsic expertise and market reach that is customized for Wealth Advisory and Retirement Planning firms navigating the changing and challenging market. View More

Distribution Services & Underwriting

View More A wide range of distribution services from InsurTech to Underwriting to Capital Providers are underpinnings to executing on Business Advisory strategies. View More

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September 28, 2023

TOP REASONS TO DO A PERIODIC FIRM VALUATION

by Graham Gould
Valuing an operating business takes time, effort, and commitment. However, it’s important to know where you stand today so you can focus on goals that drive shareholder value long term. Can you answer crucial questions about your firm’s worth?
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September 28, 2023

THE SECRETS TO UNLOCKING GROWTH IN WEALTH ADVISORY 

by Kim Kovalski
Referrals, new business from clients, and business development remain the top three contributors for growth in wealth firms. But other strategies are worth a second glance. Are you doing all you can to maximize growth? 
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September 26, 2023

MARSHBERRY’S CONNECT SUMMIT: CHALLENGING THE STATUS QUO

by Shelley Turk
At MarshBerry’s Connect Summit, leaders dove into transformative discussions about charting their path, cultivating growth, enhancing performance, gaining valuable insights on sales strategies, hypergrowth, and adapting to industry dynamics.
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September 21, 2023

M&A DEALS FOR WEALTH ADVISORY FIRMS DIPS IN AUGUST

by John Orsini
Despite a late summer dip in activity, “consistency” continues to be the theme for wealth advisory M&A transactions. With a monthly average of 23 deals YTD, high interest in the wealth space continues.
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September 20, 2023

TOP 100 INSURANCE BROKERS LIST: HOW CAN FIRMS BREAK INTO THE BOTTOM 50?

by Scott Kegler & Tommy McDonald
Watch MarshBerry’s Scott Kegler and Tommy McDonald break down the “Top 100 Insurance Brokers” list to reveal strategies for firms looking to grow and compete to make the list.
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September 19, 2023

POSITION YOUR INSURANCE BROKERAGE FOR GROWTH IN ANY MARKET

by Eric Hallinan
Positioning your firm to drive sales and organic growth will help you weather any conditions – soft market, hard market, recession or economic boom. Here’s how to control your own destiny and not be at the whim of market cycles.
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September 18, 2023

THE BEST INSURANCE M&A PARTNERSHIPS START WITH A STRATEGIC PLAN

by Phil Trem
Regardless of the current economic challenges, or recent optimism for a soft landing – the future of your company depends on your ability to have a goal and a strategic plan to reach it.
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September 14, 2023

THE IMPORTANCE OF OWNING CLAIMS DATA FOR DELEGATED AUTHORITY FIRMS

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Data control is crucial for delegated underwriting authority firms, as many lack contractual rights to claims underwriting data. This creates significant risks in their ability to adapt to market changes, maintain carrier partnerships, and maximize business value.
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Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
September 2023 One80 Intermediaries, LLC Euclid Enviant, LLC Acquisition

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC 

MarshBerry served as the financial advisor to Euclid Insurance Services

 Toggle Transaction Details September 2023

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC 

MarshBerry served as the financial advisor to Euclid Insurance Services

 One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services # of Employees: 120 Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services September 2023 Simplicity Group Hancock Brokerage Acquisition

Simplicity Group has acquired Hancock Brokerage

MarshBerry served as the financial advisor to Hancock Brokerage

 Toggle Transaction Details 09/07/23

Simplicity Group has acquired Hancock Brokerage

MarshBerry served as the financial advisor to Hancock Brokerage

 Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage August 2023 Marsh & McLennan Agency, LLC The Graham Company Acquisition

Marsh & McLennan Agency, LLC has acquired The Graham Company 

MarshBerry served as the financial advisor to The Graham Company

 July 2023 Evertree Insurance Group The Banks Agency, Inc. Acquisition

Evertree Insurance Group has acquired The Banks Agency, Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

 July 2023 C3 Risk & Insurance Services Private Management Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Private Management Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

 July 2023 C3 Risk & Insurance Services Clark Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Clark Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

 July 2023 Evertree Insurance Group Alliance Insurance Services Acquisition

Evertree Insurance Group has acquired Alliance Insurance Services 

MarshBerry served as the financial advisor to Evertree Insurance Group

 July 2023 Evertree Insurance Group 1st American Insurance Acquisition

Evertree Insurance Group has acquired 1st American Insurance

MarshBerry served as the financial advisor to Evertree Insurance Group

 July 2023 Evertree Insurance Group Alex Johnson Insurance Agency Inc. Acquisition

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

 July 2023 Alkeme Insurance Milestone Company Acquisition

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

 July 2023 Evertree Insurance Group State of Art Insurance Agency Acquisition

Evertree Insurance Group has acquired State of Art Insurance Agency

MarshBerry served as the financial advisor to Evertree Insurance Group

 June 2023 RSC Insurance Brokerage, Inc. First Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has acquired First Insurance Group

MarshBerry served as the financial advisor to First Insurance Group

 June 2023 Novatae Risk Group Far East Insurance Marketing, Inc. Acquisition

Novatae Risk Group has acquired Far East Insurance Marketing, Inc.

MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.

 June 2023 King Insurance Partners Pavese-McCormick Agency, Inc. Acquisition

King Insurance Partners has acquired Pavese-McCormick Agency, Inc.

MarshBerry served as the financial advisor to King Insurance Partners

 June 2023 Hub International Limited Custom Results Corporate Consulting, LLC Acquisition

Hub International Limited has acquired Custom Results Corporate Consulting, LLC

MarshBerry served as the financial advisor to Hub International Limited

 June 2023 Hub International Limited Life and Health assets of Ibex Enterprises, Inc. Acquisition

Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc. 

MarshBerry served as the financial advisor to Hub International Limited

 June 2023 RSC Insurance Brokerage, Inc. Johnson Financial Group Acquisition

RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group

MarshBerry served as the financial advisor to Johnson Financial Group

 May 2023 Risk Placement Services, Inc. RHP General Agency, Inc. Acquisition

Risk Placement Services, Inc. has acquired RHP General Agency, Inc.  

MarshBerry served as the financial advisor to RHP General Agency, Inc.

 May 2023 Patriot Growth Insurance Services, LLC CoreMark Insurance Services, Inc. Acquisition

Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.

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

 May 2023 Oakbridge Insurance Agency LLC JHA Risk Management Acquisition

Oakbridge Insurance Agency LLC has acquired JHA Risk Management

MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC