INDUSTRY INSIGHTS AND EXPERT PERSPECTIVES
Insights into the issues that matter most to the insurance brokerage and wealth management industries.
MarshBerry offers industry leading data and insights, perspectives and market conditions allowing your leadership to stay current on developments in the insurance and wealth management industries.
Retail M&A Trends
U.S. Quarterly Retail M&A Market Updates
Q1 2025 While economists readjust their outlooks for 2025, insurance brokerage M&A continues to maintain its pace. Q4 2024 Deal volume has entered 2025 with significant momentum. Q3 2024 How will the presidential election and taxes impact insurance brokerage M&A? Q2 2024 A strong first half signals a possible banner year for M&A. Q1 2024 Momentum builds in insurance M&A market after a strong Q1.
Wealth M&A Trends
Wealth Advisory Market Updates
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. Q2 2024 Wealth Advisory M&A deal volume on track to challenge record. Q1 2024 Wealth Advisory M&A deal volume has best Q1 on record.
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.
