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Founded in 1981, MarshBerry has grown to become the nation’s #1 M&A Advisory Firm and top-growth consultant in the Insurance Brokerage and Financial Services industries. MarshBerry provides financial advisory, management consulting and market intelligence for the insurance brokerage industry, wealth industry and distribution service markets in multiple locations around the globe.

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With decades of proven experience as a top advisor, we will help you amplify value creation. If you are looking to grow, stay relevant and remain viable now and for the future, contact us today.

MarshBerry’s expertise spans multiple market services

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MarshBerry served as the financial advisor to Trivedi Capacity Associates

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MarshBerry served as the financial advisor to World Insurance Associates, LLC

September 2022 Partners Group Foundation Risk Partners Acquisition

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MarshBerry served as the financial advisor to Foundation Risk Partners

August 2022 Hub International Limited ESP Insurance Brokerage, LLC Acquisition

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MarshBerry served as the financial advisor to ESP Insurance Brokerage, LLC

August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC

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MarshBerry served as the financial advisor to ESP Brokerage LLC

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MarshBerry served as the financial advisor to Clark Insurance

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MarshBerry served as the financial advisor to Jones Birdsong, LLC

April 2022 Risk Placement Services, Inc. G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition

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MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency

March 2022 Hub International Limited Kuhl Insurance Agency, Inc. Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.

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

December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial adviser to Hub International Limited

December 2021 Hub International Limited JP Griffin Companies, LLC Acquisition Hub International Limited has acquired JP Griffin Companies, LLC

MarshBerry was the financial advisor to JP Griffin Companies, LLC

December 2021 One80 Intermediaries Innovative Risk Management Acquisition One80 Intermediaries has acquired Innovative Risk Management

MarshBerry was the financial advisor to Innovative Risk Management

December 2021 One80 Intermediaries Prosurance Insurance Group, Inc. Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.

MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.

December 2021 BroadStreet Capital Partners, Inc. a privately-held insurance agency in Pennsylvania Acquisition BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania

MarshBerry was the financial advisor to the Seller

December 2021 One80 Intermediaries Pearl Insurance Acquisition One80 Intermediaries has acquired Pearl Insurance

MarshBerry was the financial advisor to Pearl Insurance

December 2021 The Hilb Group, LLC Insurance Consultants of Central Florida Acquisition The Hilb Group, LLC has acquired Insurance Consultants of Central Florida

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December 2021 Alera Group, Inc. Ashbrook-Clevidence, Inc. Acquisition Alera Group, Inc. has acquired Ashbrook-Clevidence, Inc.

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December 2021 Foundation Risk Partners Gaspar Insurance Services Acquisition Foundation Risk Partners has acquired Gaspar Insurance Services

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