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Insurance Brokerage. Wealth Advisory. Distribution Services.

Expert Advice Tailored To You. A Solution for every opportunity.

Don’t Settle for off-the-shelf advice. Expert advise tailored to your firm.

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

Related Articles

June 1, 2023

PERPETUATION PLANNING: UNVEiLING THE AVAILABLE ROUTES

by Kyle Hoeft
Control your own destiny by choosing a perpetuation strategy that helps build a stronger company, one with greater value, and potential ownership opportunities for its employees.  
Read More
May 31, 2023

WANT TO PRODUCE MORE BUSINESS? STOP TALKING ABOUT YOURSELF.

by Eric Kuhen
Your producers go on endless sales calls to share products and promote your agency. The problem is – the client has heard a similar pitch from multiple other agencies. How can you stand out from the crowd?   
Read More
May 25, 2023

BEST PRACTICES FOR PERPETUATING YOUR WEALTH ADVISORY FIRM

by Kim Kovalski
The wealth advisory world is reaching crisis mode as advisors age out of the industry and into retirement. How can firm owners better prepare for the inevitable with a perpetuation plan that fits their specific scenario? 
Read More
May 19, 2023

RIA FIRMS’ EARNINGS REMAIN RESILIENT IN Q1 2023

by Kim Kovalski
Top wealth management firms displayed cautious optimism and continued confidence in the industry with increased revenue and strong M&A activity in Q1 2023 earnings calls. 
Read More
May 17, 2023

DEALS FOR RETIREMENT AND WEALTH ADVISORY FIRMS CONTINUE AT A STEADY PACE

by John Orsini
With 20 or more announced transactions each month, 2023 is showing a trend of consistency for M&A activity and interest in retirement and wealth advisory firms. 
Read More
May 12, 2023

INSURANCE BROKERS’ Q1 2023 RESULTS ARE STABLE AMIDST VOLATILE ECONOMIC ENVIRONMENT

by MarshBerry
Insurance brokers reported overall positive earnings results for Q1 2023, which were attributed to a combination of improving new business, strong retention, and continued insurance rate increases.
Read More
May 11, 2023

IMPROVE YOUR RECRUITING GAME THROUGH BETTER SOCIAL MEDIA BRANDING

by Bryan Lake
Taking cues from today’s youth on building relationships and community networks, companies need to take their employer branding and recruiting to the next level with a fresh social media approach. 
Read More
May 9, 2023

COMPANY CULTURE IS NO LONGER OPTIONAL

by Brooke Lugonjic
Organic growth and company culture are two things you cannot separate. Without the culture to support it, strategies for growth will not succeed. Identifying and evolving your culture could be the solution to many of your problems.  
Read More
Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
April 2023 Hub International Limited The Wooditch Company Acquisition

Hub International Limited has acquired The Wooditch Company

MarshBerry served as the financial advisor to Hub International Limited

 April 2023 Inszone Insurance Services, Inc. Champions Insurance Group Acquisition

Inszone Insurance Services, Inc. has acquired Champions Insurance Group

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

 April 2023 Arch Insurance Group Thimble Insurance Acquisition

Arch Insurance Group has acquired Thimble Insurance

MarshBerry served as the financial advisor to Arch Insurance Group

 April 2023 Hub International Limited Hobson Insurance Acquisition

Hub International Limited has acquired Hobson Insurance

MarshBerry served as the financial advisor to Hobson Insurance

 March 2023 Gilde Equity Management Krabbe Assurantien Acquisition

Gilde Equity Management has acquired Krabbe Assurantien

MarshBerry International served as the financial advisor to Krabbe Assurantien

 March 2023 Gilde Equity Management De Croes Adviesgroep Acquisition

Gilde Equity Management has acquired De Croes Adviesgroep

MarshBerry International served as the financial advisor to De Croes Adviesgroep

 March 2023 Gilde Equity Management Velthuis Assurantien Acquisition

Gilde Equity Management has acquired Velthuis Assurantien 

MarshBerry International served as the financial advisor to Velthuis Assurantien

 March 2023 Gilde Equity Management Holtkamp Assurantien Acquisition

Gilde Equity Management has acquired Holtkamp Assurantien 

MarshBerry International served as the financial advisor to Holtkamp Assurantien

 March 2023 Gilde Equity Management Asbroek Adviesgroep Acquisition

Gilde Equity Management has acquired Asbroek Adviesgroep

MarshBerry International served as the financial advisor to Asbroek Adviesgroep

 March 2023 Gilde Equity Management De Bedrijfsverzekeraar Acquisition

Gilde Equity Management has acquired De Bedrijfsverzekeraar

MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar

 March 2023 Gilde Equity Management Baartman Assurantien Acquisition

Gilde Equity Management has aquired Baartman Assurantien 

MarshBerry International served as the financial advisor to Baartman Assurantien

 March 2023 Gilde Equity Management Scharenborg Beltrum Acquisition

Gilde Equity Management has acquired Scharenborg Beltrum

MarshBerry International served as the financial advisor to Scharenborg Beltrum

 March 2023 Gilde Equity Management Kok Advies Acquisition

Gilde Equity Management has acquired Kok Advies

MarshBerry International served as the financial advisor to Kok Advies

 March 2023 Gilde Equity Management Baksteen & Pul Acquisition

Gilde Equity Management has acquired Baksteen & Pul

MarshBerry International served as the financial advisor to Baksteen & Pul

 March 2023 Gilde Equity Management Dommerholt & Ten Brinke Acquisition

Gilde Equity Management has acquired Dommerholt & Ten Brinke

MarshBerry International served as the financial advisor to Dommerholt & Ten Brinke

 March 2023 Gilde Equity Management Steentjes Makelaars Acquisition

Gilde Equity Management has acquired Steentjes Makelaars

MarshBerry International served as the financial advisor to Steentjes Makelaars

 March 2023 Gilde Equity Management Boks Beijer Wij Verzekeren Acquisition

Gilde Equity Management has acquired Boks Beijer Wij Verzekeren

MarshBerry International served as the financial advisor to Boks Beijer Wij Verzekeren

 March 2023 Gilde Equity Management Deterink Financiele Diensten Acquisition

Gilde Equity Management has acquired Deterink Financiele Diensten 

MarshBerry International served as the financial advisor to Deterink Financiele Dienten

 March 2023 Gilde Equity Management Koopman Assurantien Acquisition

Gilde Equity Management has acquired Koopman Assurantien 

MarshBerry International served as the financial advisor to Koopman Assurantien

 March 2023 Gilde Equity Management Berends & Slump Acquisition

Gilde Equity Management has acquired Berends & Slump

MarshBerry International served as the financial advisor to Berend & Slump