Industry Verticals

For Every Challenge - We Have a Solution

We believe that the consulting solutions at MarshBerry can help our clients understand best practices, collaborate with non-competing peers, design and refine strategy, build an execution plan, find, hire and train sales people, track the impact on value, remain independent, sell* or take on capital*.  

Interested in learning more? Contact one of our market practice leads today!

Consulting for Property & Casualty Agencies and Brokers

Planning is at the core of everything we do as a business. From an enterprise perspective - creating a blueprint for your future can help enable you to compete in the modern insurance market. Contact us today to see if you have what it takes to grow, stay relevant and remain viable for the future.

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Advisory for the Specialty Insurance Marketplace

We find a balance between analysis and experience for the specialty insurance marketplace. Our team offers a multitude of financial and strategic services for Managing General Agents (MGAs), Managing General Underwriters (MGUs), Program Administrators, Carriers, Captive Managers, Wholesalers and Third Party Administrators (TPAs).

Contact Our Insurance Services Practice Lead

Consulting for Bank-Owned Insurance Agencies

Bank-owned insurance agencies have managed through innumerable issues with passion, conviction and creativity and today post impressive metrics in the insurance brokerage segment. Our team can showcase the path banks have followed, financial success achieved by bank owned agencies and help navigate the expectations for the road ahead.

Contact Our Banks & Credit Unions Practice Lead

Driving Change for Employee Benefit Firms

The Employee Benefits marketplace continues to rapidly evolve and the acquisition market is re-shaping the way the industry looks at independent firms. MarshBerry's team of consultants can help your organization navigate this ever-changing field by creating a platform focused on providing value to your employees and clients through consulting, execution and communication.

Contact Our Employee Benefits Practice Lead

Building Your Business - And Your Value

MarshBerry can assist a Private Equity investor with various aspects of its insurance investment strategy, from formulating its initial investment thesis, and identifying new areas of growth, to assisting with portfolio company realizations. Contact us today to find out more about how we can assist you as you execute your chosen Private Equity strategy.

Contact Our Private Equity Practice Lead

Helping Firms Utilize Technology

MarshBerry’s InsurTech practice includes assisting technology providers focused on the insurance industry with strategic consulting, capital raising*, and M&A* advisory services. Our extensive network of insurance industry veterans allows MarshBerry to help facilitate introductions that can may lead to new business development and Strategic partnerships.

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* Investment banking services offered through MarshBerry Capital, Inc., Member FINRA Member SIPC and an affiliate of Marsh, Berry & Company, Inc. 28601 Chagrin Boulevard, Suite 400, Woodmere, Ohio 44122 (440.354.3230). Contact Us