Insurance Agencies & Brokers
THINK MARSHBERRY. THINK VALUE CREATION.
Helping your firm build, enhance, and sustain value through all stages of ownership
The insurance brokerage industry continues to evolve as firms respond to changing client expectations, talent challenges, technology investments, and ongoing market consolidation. Whether your objective is accelerating organic growth, pursuing acquisitions, raising capital, improving profitability, or planning for succession, strategic decisions today can have a significant impact on long-term value.
MarshBerry partners with insurance agencies and brokerage firms to navigate these opportunities with confidence. Advisors provide investment banking, strategic consulting, market intelligence, and growth solutions designed specifically for insurance distribution organizations.
Sectors We Serve
- Independent Insurance Agencies & Brokerages
- Commercial Lines Brokerages
- Personal Lines Agencies
- High-Net-Worth Personal Insurance Firms
- Regional Brokerage Platforms
- National Brokerage Organizations
- Employee Benefits Firms
- Multi-Line Agencies
- International Insurance Brokers
Solutions Built for Agency and Brokerage Growth
MarshBerry’s advisory solutions are tailored to your business goals, ownership structure, culture, and growth objectives.
Investment Banking
Navigate mergers & acquisitions (M&A) and capital raises with guidance from advisors who understand the insurance agency and brokerage industry
Transaction Advisory
Empower smarter decisions and minimize risk with comprehensive analysis of due diligence and quality of earnings.
Consulting
Develop strategic plans that improve profitability, enhance scalability, and position your organization for sustainable growth.
Valuation & Ownership Planning
Gain clarity on enterprise value, ownership transition strategies, and long-term succession planning.
Market Intelligence
Leverage proprietary data, transaction insights, and industry benchmarking to stay ahead of market trends and competitive dynamics.
Networks
MarshBerry creates powerful growth opportunities through peer collaboration and exclusive market access. From executive exchanges that deliver actionable strategies to carrier relationships that enhance placement and profitability.
Why Partner with MarshBerry
As a leading advisor to insurance distribution organizations, MarshBerry brings unmatched industry expertise, transaction experience, and proprietary market intelligence to every engagement.
MarshBerry has advised thousands of agency and brokerage owners on growth strategies, valuations, ownership planning, capital solutions, and M&A transactions. Advisors offer a deep understanding of the factors that drive value and understand how to position your firm for future success.
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in investment banking and consulting. 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.
Recent Transactions
The Hilb Group, LLC has acquired a Kentucky-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
May 2026
Sunstar Insurance Group, LLC has acquired Thomas Harrison & Associates Insurance
MarshBerry served as financial advisor to Sunstar Insurance Group, LLC
May 2026
King Risk Partners, LLC has acquired The Roberts Agency
MarshBerry served as financial advisor to King Risk Partners, LLC
May 2026
Acquisition
Higginbotham Insurance Agency, Inc. has acquired McGohan Brabender, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
May 2026
Acquisition
BroadStreet Partners Group, LLC has acquired Bearing Insurance Group, LLC
MarshBerry served as the financial advisor to Bearing Insurance.†
May 2026
Acquisition
HUB International Limited has acquired Johannesen Farrar Insurance
MarshBerry served as the financial advisor to Johannesen Farrar Insurance.†
April 2026
Acquisition
Keystone Agency Partners has acquired Titan Risk Solutions
MarshBerry served as the financial advisor to Keystone Agency Partners.
April 2026
Acquisition
Higginbotham Insurance Agency, Inc. has acquired Harmon Dennis Bradshaw, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
March 2026
Acquisition
Inszone Insurance Services, LLC has acquired Legacy Partners II, LLC
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
March 2026
Acquisition
Inszone Insurance Services, LLC has acquired Taylor Insurance Agency
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
March 2026
Acquisition
Trucordia Insurance Services, LLC. has acquired JJL&W Insurance Consulting Firm LLC
MarshBerry Served as the Financial Advisor to JJL&W Insurance Consulting Firm LLC.†
February 2026
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†
February 2026
Acquisition
Inszone Insurance Services, LLC has acquired Mena Insurance Agency, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
January 2026
Acquisition
Novacore has acquired CP Insurance Associates
MarshBerry served as the financial advisor to CP Insurance Associates†
January 2026
Acquisition
Sunstar Insurance Group, LLC has acquired RJR Faribo Insurance Agency
MarshBerry served as the financial advisor to Sunstar Insurance.
January 2026
Acquisition
Inszone Insurance Services, LLC has acquired Park Model – Manufactured Home Insurance Services LLC
MarshBerry Served as the Financial Advisor to Park Model – Manufactured Home Insurance Services LLC.†
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
Trucordia Insurance Services, LLC has acquired Paradiso Financial & Insurance Services, LLC
MarshBerry served as financial advisor to Trucordia Insurance Services, LLC.