Industries
Retail & Specialty Insurance Brokerage
Think MarshBerry. Think Value Creation.
Retail & Specialty Insurance Brokerage Advisory
Helping your firm build, enhance, and sustain value through all stages of ownership.
The Retail & Insurance Insurance Brokerage landscape is constantly changing. P&C clients have confidence and trust in the experience, extensive knowledge and expertise of MarshBerry advisors. Services include M&A advisory, debt and equity capital raising, management consulting, organic growth consulting, market intelligence and peer-to-peer exchange.
The Insurer named MarshBerry the 2023 M&A Advisor of the Year.
Gerard Vecchio, John Wepler and George Bucur at the Program Manager Awards 2023.
MarshBerry has Retail & Specialty expertise in the following markets and sectors:
Solutions are designed specifically for your business with considerations for your people, your culture your market and your immediate and long-term needs.
SECTORS INCLUDE:
Multi-line
Commercial Lines
High Net Worth
Personal Lines
Surety
Connecting brokers in European countries with specialty financial advisory and perpetuation services to guide successful M&A transactions and investigate strategic opportunities, along with strategy consultancy.
SECTORS INCLUDE:
Multi-line
Commercial Lines
High Net Worth
Personal Lines
Wholesale Brokerage
InsurTech
Managing General Agents (MGAs)
Managing General Underwriters (MGUs)
Insurance Carriers
Reinsurance Brokers
Private Equity
Family Offices
Specialty Insurance
The Employee Benefits marketplace continues to rapidly evolve, and the acquisition market is re-shaping the way the industry looks at independent firms. MarshBerry’s team of consultants can help your organization navigate this ever-changing field by creating a platform focused on providing value to your employees and clients through consulting, execution and communication.
SECTORS INCLUDE:
Group Medical
Ancillary and Voluntary
PEOs and ASOs
Human Resource Cons
Financial Services
MarshBerry’s Specialty Markets & Distribution Marketplace team provides merger & acquisition (M&A) advisory, valuations, perpetuation planning, program business consulting, capital raising, as well as other analytical and consulting services.
SECTORS INCLUDE:
Program Managers
Wholesale Brokerage
InsurTech
Managing General Agents (MGAs)
Managing General Underwriters (MGUs)
Risk Retention Groups
Contact the 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.
John Wepler
Chairman & Chief Executive Officer
A vital resource in mergers and acquisitions (M&A), John Wepler has personally advised on more than 300 M&A and Capital Markets transactions since joining MarshBerry in 1991. He is an in-demand industry speaker because of his extensive knowledge in organic growth management, valuation enhancement strategies, business planning, perpetuation, financial management and M&A. As Chairman and Chief Executive Officer of MarshBerry—and CEO of the wholly-owned FINRA registered broker/dealer MarshBerry Capital, LLC—John’s leadership and industry experience has benefited many insurance industry professionals.
Phil Trem
President, Financial Advisory
As President of MarshBerry's Financial Advisory Division, Phil brings extensive knowledge in merger & acquisition (M&A) advisory and operations, specifically in the business and technology arenas and is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His experience encompasses the full life cycle of an M&A transaction for independently-owned insurance agents & brokers, specialty distributors, wealth management advisors, retirement planning specialists, private equity firms, banks & credit unions and insurance carriers.
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.
Tommy McDonald
Director
As a shareholder of the firm, and a Director in MarshBerry’s Financial Advisory Division, Tommy focuses his time on delivering valuable advice and counsel to his clients. In his 14+ year career, Tommy has built extensive knowledge in the insurance distribution space in areas involving merger and acquisition advisory, organic growth best practices, financial management, valuation, perpetuation and strategic planning.
Recent Acquisition Transactions
April 2023
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
April 2023
Acquisition
Inszone Insurance Services, Inc. has acquired Champions Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
April 2023
Acquisition
Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
April 2023
Acquisition
Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
March 2023
Acquisition
Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry International served as the financial advisor to Krabbe Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry International served as the financial advisor to De Croes Adviesgroep
March 2023
Acquisition
Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired Holtkamp Assurantien
MarshBerry International served as the financial advisor to Holtkamp Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired Asbroek Adviesgroep
MarshBerry International served as the financial advisor to Asbroek Adviesgroep
March 2023
Acquisition
Gilde Equity Management has acquired De Bedrijfsverzekeraar
MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar
March 2023
Acquisition
Gilde Equity Management has aquired Baartman Assurantien
MarshBerry International served as the financial advisor to Baartman Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired Scharenborg Beltrum
MarshBerry International served as the financial advisor to Scharenborg Beltrum
March 2023
Acquisition
Gilde Equity Management has acquired Kok Advies
MarshBerry International served as the financial advisor to Kok Advies
March 2023
Acquisition
Gilde Equity Management has acquired Baksteen & Pul
MarshBerry International served as the financial advisor to Baksteen & Pul
March 2023
Acquisition
Gilde Equity Management has acquired Dommerholt & Ten Brinke
MarshBerry International served as the financial advisor to Dommerholt & Ten Brinke
March 2023
Acquisition
Gilde Equity Management has acquired Steentjes Makelaars
MarshBerry International served as the financial advisor to Steentjes Makelaars
March 2023
Acquisition
Gilde Equity Management has acquired Boks Beijer Wij Verzekeren
MarshBerry International served as the financial advisor to Boks Beijer Wij Verzekeren
March 2023
Acquisition
Gilde Equity Management has acquired Deterink Financiele Diensten
MarshBerry International served as the financial advisor to Deterink Financiele Dienten
March 2023
Acquisition
Gilde Equity Management has acquired Koopman Assurantien
MarshBerry International served as the financial advisor to Koopman Assurantien
March 2023
Acquisition
Gilde Equity Management has acquired Berends & Slump
MarshBerry International served as the financial advisor to Berend & Slump
