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INDUSTRY INSIGHTS AND EXPERT PERSPECTIVES

Insights into the issues that matter most to the insurance brokerage and wealth management industries.

MarshBerry’s Industry Insights deliver in-depth analysis of deal volume, valuations, and market drivers shaping insurance brokerage and wealth advisory M&A. Our reports offer expert breakdowns of trends and emerging opportunities to help leaders navigate complex transactions, assess risk, and optimize growth strategies. Explore how our mergers & acquisitions expertise, broader investment banking capabilities, and business-planning solutions can support your objectives in a dynamic market, backed by proprietary data and expert commentary

Retail M&A Trends

Retail M&A Market Updates

Q1 2026 Canada First-quarter activity for Canadian insurance brokerage M&A trended modestly lower. However, early-year results rarely offer predictions into full-year direction Download report here. Q1 2026 Economic uncertainty, geopolitical shocks and AI disruption shaped insurance brokerage M&A in Q1 2026. Q4 2025 Canada Deal volume held steady year over year as buyers remained active but increasingly selective, prioritizing quality, scale, and strategic fit amid ongoing macro uncertainty. Q4 2025 As the new year begins, the MarshBerry team takes a brief look back at 2025. The results confirm 2025 as the third most active year for M&A on record and reflects continued strength in transaction momentum across the market.

Specialty M&A Trends

U.S. Quarterly Specialty M&A Market Updates

Q1 2026 Following a rebound in deal volumes in 2025, specialty intermediary M&A activity accelerated further in Q1 2026, as an influx of buyer capital, strong premium growth, and a limited supply of quality firms combined to create extraordinary demand in the specialty market. Q4 2025 Following a steady flow of M&A transactions and strong premium growth in 2025, the specialty market is entering into a different market environment compared to the prior half decade as the landscape continues to shift. Q3 2025 Through the third quarter of 2025, the specialty intermediary M&A market continues to experience an imbalance between buyer demand and supply of high-quality sellers. Q2 2025 Insurance Brokerage Market Update to get the latest deal data on M&A activity to find out who’s buying and who’s selling.

Wealth M&A Trends

Wealth Advisory Market Updates

Q1 2026 Scale, technology and private capital are accelerating consolidation across wealth management. Q1 2026 delivered a record 94 transactions as founders seek strategic partners to invest in AI, infrastructure and long‑term durability. Q4 2025 The final quarter of 2025 saw wealth management dealmaking maintain its blistering pace. Private equity-backed consolidators continued to dominate, while mid-sized firms raced to secure competitive positioning in an increasingly crowded market. Q3 2025 With 60 PE–backed firms transacting and nine completing their first deals in 2025, the market is becoming more diverse, with sellers weighing cultural fit, leadership roles, and long–term growth potential. Q2 2025 With a record number of deals in Q2 – larger wealth advisory deals begin to reshape the playing field as firms race to scale, differentiate, and secure competitive positioning.
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M&A YEAR IN REVIEW: NOW AVAILABLE

MarshBerry’s 2025 M&A Year in Review is now available, delivering comprehensive analysis of insurance brokerage, specialty, insurtech, and wealth trends, along with valuation benchmarks and a forward-looking 2026 outlook to help organizations make informed strategic growth decisions with confidence always.

Read the Report