Industry Insights and Expert Perspectives

Q2 2023 Retail

High demand for Insurance Brokerages keeps valuations strong

Q2 2023 Wealth

Activity cools down, but demand for retirement firms heat up

Q1 2023 Retail

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

Q1 2023 Wealth

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

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.

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.

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.

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.

Q4 2022 Retail

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

Q4 2022 Specialty Distribution

Specialty market firms in high demand in 2022

Q4 2022 Wealth Advisory

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