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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

Specialty M&A Trends

U.S. Quarterly Specialty M&A Market Updates

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. Q1 2025 The first quarter of 2025 has been marked by volatility in both the U.S. equities market and the broader economy.

Retail M&A Trends

Retail M&A Market Updates

Q1 2025 Insurance M&A Market Report While economists readjust their outlooks for 2025, insurance brokerage M&A continues to maintain its pace. Q1 2025 Canada Even before the U.S.-Canadian tariff policy standoff, Canadian insurance brokerage M&A activity has trended downward. Q2 2025 Insurance M&A Market Report Q2 2025 was a rebound quarter for the U.S. economy and equity markets, while insurance brokerage M&A quietly maintained its active pace. Q2 2025 Canada After a multi-year deceleration, Canadian insurance brokerage M&A activity further cooled through the second quarter of 2025 as GDP contraction, U.S. trade tensions, and high interest rates curbed dealmaking.

Wealth M&A Trends

Wealth Advisory Market Updates

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. Q1 2025 M&A activity in the wealth advisory space carried over momentum from a strong 2024 with the highest number of announced deals in a first quarter on record. Q4 2024 2024 delivers a new record for wealth advisory M&A transactions Q3 2024 The final stretch of 2024: wealth advisory deal making, a presidential election and taxes.
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M&A Year in Review: Now Available

The insurance brokerage industry roars back in 2024. Download the complimentary report offering a comprehensive analysis of one of the most pivotal years in insurance brokerage mergers and acquisitions.

Download Year in Review