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September 15, 2025

The Capital Conundrum: Navigating the Crossroads of Control, Continuity, and Cashing-Out

by Brandon Helms
Founders or senior leaders of large, successful wealth advisory firms are facing a “capital conundrum” – balancing...
September 11, 2025

MarshBerry Joins Forces with Lincoln International

by John Wepler
MarshBerry is excited to share a significant development in its journey. We’ve entered into a definitive agreement to...
September 8, 2025

Insurance Brokerage M&A Activity Shows No Signs of Slowing Down

by Phil Trem
Driven by private capital-backed buyers, insurance brokerage M&A activity remains hot through August, while eyeing an...
September 4, 2025

Wealth Advisory M&A Accelerates Further Into Record Territory Through August

by John Orsini
Diversified revenue models and strong leadership teams continue to attract buyers and premium valuations for quality wealth...

Insurance

July 21, 2025

The Great Recognition: How Insurance Became the Most Resilient Industry in the World

by John Wepler
As the global economy finds itself immersed in another stretch of uncertain times – will the insurance industry once again...
July 17, 2025

Transforming Your Firm into a Talent Destination

by Don Folino
The insurance brokerage industry is in a battle for the best talent. Those firms that are able to showcase their unique...
July 11, 2025

Rewards and Consequences: Keys to Boosting Producer Productivity

by Don Folino
As the insurance brokerage industry continues to evolve, so too must the strategies firms use to drive producer performance.
June 30, 2025

Not All Agency Networks Are Created Equal

by Jason Juarez
There are effective strategies to navigate the aggressive agency network landscape and a framework to help you find a...

Financial Advisory

September 11, 2025

MarshBerry Joins Forces with Lincoln International

by John Wepler
MarshBerry is excited to share a significant development in its journey. We’ve entered into a definitive agreement to...
March 7, 2025

Bigger is Better: How Specialty Insurance Firms are Gaining Market Clout

by George Bucur
As large specialty insurance firms continue to consolidate and grow at a faster clip – gaining even greater market clout...
February 10, 2025

Record-Breaking Wealth Advisory M&A Activity Continues in January 2025

by John Orsini
The momentum of M&A activity in the wealth advisory space from 2024 carried over into 2025 with a strong showing in...
January 14, 2025

The Tax Cuts and Jobs Act: Procrastination Could Be Costly

by Brian Refici
The TCJA offers tremendous tax advantages to those looking to transfer assets or sell their firm outright. 2025 may be the...
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Recent Transactions

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September 2025 Carson Group Wells Trecaso Financial Group, LLC Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC

MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†

 August 2025 Marsh & McLennan Agency, LLC Robins Insurance Agency, Inc. Acquisition Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc.

MarshBerry served as the financial advisor to Robins Insurance Agency, Inc.†

 August 2025 Alkeme Insurance Innovative Insurance Group Acquisition Alkeme Insurance has acquired Innovative Insurance Group

MarshBerry served as the financial advisor to Alkeme Insurance

 August 2025 Brightstone Specialty Group RMS Hospitality Group and Fortis Risk Solutions Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions

MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†

 August 2025 Relation Insurance Joseph M. Wiedemann and Sons, Inc. Acquisition Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc.

MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†

 July 2025 Inszone Insurance Services, LLC Stephenson, Baggs & Guthrie, LLC Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

 July 2025 Inszone Insurance Services, LLC Snell-Nelson Insurance Agency, Inc. Acquisition Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

 July 2025 Risman Insurance Agency, Inc. Bank of Montreal

Risman Insurance Agency, Inc. has successfully raised an undisclosed amount of Debt Capital from Bank of Montreal

MarshBerry served as the financial advisor to Risman Insurance Agency, Inc.†

 July 2025 The Hilb Group, LLC a Florida-Based Business Acquisition The Hilb Group, LLC has acquired a Florida-Based Business

MarshBerry served as the financial advisor to the Seller†

 July 2025 Afore Insurance Services, LLC TailoredRisk Insurance Advisors, LLC Acquisition Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 June 2025 Alkeme Insurance SFD Insurance, LLC Acquisition Alkeme Insurance has acquired SFD Insurance, LLC

MarshBerry served as the financial advisor to Alkeme Insurance

 June 2025 King Risk Partners, LLC Nobles Insurance Agency, Inc. Acquisition King Risk Partners, LLC has acquired Nobles Insurance Agency, Inc.

MarshBerry served as the financial advisor to King Risk Partners, LLC

 June 2025 King Risk Partners, LLC Louisiana Insurance Services Acquisition King Risk Partners, LLC has acquired Louisiana Insurance Services

MarshBerry served as the financial advisor to Louisiana Insurance Services†

 June 2025 HUB International Limited Wycoff Insurance Agency, Inc. Acquisition HUB International Limited has acquired Wycoff Insurance Agency, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 June 2025 HUB International Limited Fenner & Esler Agency Acquisition HUB International Limited has acquired Fenner & Esler Agency

MarshBerry served as the financial advisor to Fenner & Esler Agency†

 June 2025 Specialty Program Group LLC ANOVA Marine Insurance Acquisition Specialty Program Group LLC has acquired ANOVA Marine Insurance

MarshBerry served as the financial advisor to ANOVA Marine Insurance†

 May 2025 Cerity Partners LLC ERn-CD Arizona, LLC dba Canopy Wealth Management Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management

MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†

 May 2025 Inszone Insurance Services, LLC LJ Insurance, Inc. Acquisition Inszone Insurance Services, LLC has acquired LJ Insurance, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

 May 2025 HUB International Limited Guru of Insurance Acquisition HUB International Limited has acquired Guru of Insurance

MarshBerry served as the financial advisor to HUB International Limited

 April 2025 The Hilb Group, LLC a Maine-Based Business Acquisition The Hilb Group, LLC has acquired a Maine-Based Business

MarshBerry served as the financial advisor to the Seller†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital