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October 7, 2025

Account Rounding: Overcoming Obstacles Raised by Service Teams

by Jessica Orange & Bonnie Weise, CAP-OM
Every client interaction presents a chance for growth, yet service staff often hesitate to address coverage gaps with...
October 6, 2025

Consolidation in the Claims Services and TPA Market: What’s Driving It and What’s Next?

by Gerard Vecchio & Kristen San Marco
As consolidation picks up in the claims services and TPA market, smaller firms are finding it increasingly difficult to...
October 1, 2025

Minority Equity & Debt Investments: Strategic Paths for RIA Growth and Liquidity

by Justin Starnes
Minority equity investments and debt offer RIA owners a strategic path for growth and liquidity without giving up majority...
October 1, 2025

The Long Game: Creating Lasting Value in an Insurance Brokerage

by Jennifer Martin, CPA, CFE
Many insurance brokers are growing but not in a sustainable way that builds long-term value. Creating an engine that drives...

Insurance

October 7, 2025

Account Rounding: Overcoming Obstacles Raised by Service Teams

by Jessica Orange & Bonnie Weise, CAP-OM
Every client interaction presents a chance for growth, yet service staff often hesitate to address coverage gaps with...
October 6, 2025

Consolidation in the Claims Services and TPA Market: What’s Driving It and What’s Next?

by Gerard Vecchio & Kristen San Marco
As consolidation picks up in the claims services and TPA market, smaller firms are finding it increasingly difficult to...
September 29, 2025

The Pursuit of Better: MarshBerry’s Fall 2025 Connect Summit Rocks Boston

by Brooke Liu
At MarshBerry’s semiannual Connect Summit, members gathered in Boston for insightful and meaningful peer exchange –...
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...

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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October 2025 LD&B Insurance and Financial Services Weaver Insurance & Financial Advisors Acquisition LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors

MarshBerry served as the financial advisor to LD&B Insurance and Financial Services

 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†

 September 2025 The Liberty Company Insurance Brokers a California-Based Insurance Broker and Risk Management Consultant Acquisition The Liberty Company Insurance Brokers has acquired a California-Based Insurance Broker and Risk Management Consultant

MarshBerry served as the financial advisor to the Seller†

 September 2025 HUB International Limited Don Ramatici Insurance, Inc. Acquisition HUB International Limited has acquired Don Ramatici Insurance, Inc.

MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†

 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 HUB International Limited GroupeBrissette Acquisition HUB International Limited has acquired GroupeBrissette

MarshBerry served as the financial advisor to HUB International Limited

 August 2025 HUB International Limited a New Hampshire-Based Business Acquisition HUB International Limited has acquired a New Hampshire-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 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 The Hilb Group, LLC a Kentucky-Based Business Acquisition The Hilb Group, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 July 2025 HUB International Limited Alliance Insurance Acquisition HUB International Limited has acquired Alliance Insurance

MarshBerry served as the financial advisor to HUB International Limited

 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
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital