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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 Foundation Risk Partners

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

Oakbridge Insurance has acquired J. Barry Walker Insurance Group LLC

MarshBerry served as the financial advisor to Oakbridge Insurance

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

June 2022 Marsh McLennan Agency Clark Insurance Acquisition Marsh McLennan Agency has acquired Clark Insurance

MarshBerry served as the financial advisor to Clark Insurance

May 2022 Specialty Program Group, LLC Jones Birdsong, LLC Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC

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

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

MarshBerry was the financial advisor to Insurance Consultants of Central Florida

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

MarshBerry was the financial advisor to Ashbrook-Clevidence, Inc.

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

MarshBerry was the financial advisor to Gaspar Insurance Services

December 2021 Alkeme Holdings, LLC Pauli-Shaw Insurance Agency, Inc. Acquisition Alkeme Holdings, LLC has acquired Pauli-Shaw Insurance Agency, Inc.

MarshBerry was the financial adviser to Pauli-Shaw Insurance Agency, Inc

December 2021 Inszone Insurance Services, Inc. a privately-held insurance agency in Illinois Acquisition Inszone Insurance Services, Inc. has acquired a privately-held insurance agency in Illinois

MarshBerry was the financial adviser to the Seller

December 2021 Hub International Limited Basi Insurance Services, Inc. Acquisition Hub International Limited has acquired Basi Insurance Services, Inc.

MarshBerry was the financial adviser to Basi Insurance Services, Inc.

December 2021 Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group Arcana Insurance Services, LP Acquisition Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP

MarshBerry was the financial adviser to Arcana Insurance Services, LP