Industry Insights

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.

2023 M&A Trends Quarterly Updates

Q4 2023 Retail

Insurance brokerage M&A survives 2023 with an optimistic outlook for 2024

Q4 2023 Wealth

Wealth advisory M&A deal volume helps deliver second best year on record

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Q3 2023 Retail

How will the expiration of TCJA Impact M&A?

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Q3 2023 Wealth

M&A deal volume in Q3 remains steadfast for wealth advisory

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Q2 2023 Retail

High demand for Insurance Brokerages keeps valuations strong

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Q2 2023 Wealth

Activity cools down, but demand for retirement firms heat up

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Q1 2023 Retail

M&A activity for insurance distribution continues rolling after a strong Q1

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Q1 2023 Wealth

A trend of consistency in Q1 fuels wealth advisory M&A optimism

2022 Year End Reports

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M&A Year In Review

  • The resiliency of the insurance brokerage and financial services industries with spotlights on the specialty market, insurtech, wealth & retirement advisory, international markets and employee benefits.
  • Transaction highlights.
  • Buyer types.
  • Outlook for 2023.
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InsurTech Year in Review

MarshBerry’s 2022 M&A Year in Review for insurtech which showcases:

  • Annual insurtech fundraising.
  • Top trends.
  • Active buyers.
  • Transaction highlights.
  • Outlook for 2023.
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Specialty Year in Review

MarshBerry’s 2022 M&A Year in Review for specialty markets which showcases:

  • Specialty distributor acquisitions by buyer type.
  • Active buyers.
  • Transaction highlights.
  • Outlook for 2023.
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Wealth Advisory Year in Review

MarshBerry’s 2022 M&A Year in Review for wealth & retirement plan advisory which showcases:

  • Wealth acquisitions by buyer type.
  • Active buyers.
  • Transaction highlights.

2022 M&A Trends Quarterly Reports

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Q4 2022 Retail

Headwinds aside, insurance brokerage M&A in 2022 delivers a solid year

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Q4 2022 Specialty Distribution

Specialty market firms in high demand in 2022

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Q4 2022 Wealth Advisory

Wealth Advisory’s M&A deals in 2022 hits new high-water mark