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Markets & Sectors

Market Segment Expertise

MarshBerry provides financial advisory, management consulting and market intelligence to independent insurance agents, brokers, and carriers.

DON’T SETTLE FOR OFF-THE-SHELF ADVICE. EXPERT ADVICE TAILORED TO YOUR FIRM

A Solution for Every Opportunity

MarshBerry provides financial advisory, management consulting and market intelligence to independent insurance agents, brokers, and carriers.

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 for the future, contact us today! 

RETAIL & SPECIALTY DISTRIBUTION

Property & Casualty Agencies and Brokers

The Insurance Brokerage landscape is constantly changing.  P&C clients have confidence and trust in the experience, extensive knowledge, and expertise of MarshBerry Advisors.  Solutions are designed specifically for your business with considerations for your people, your culture your market and your goals for the future.   

Types of Businesses MarshBerry Services

Multi-line, Commercial Lines, High Net Worth, Personal Lines, Surety

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.

Types of Businesses MarshBerry Services

Group Medical, Ancillary and Voluntary, PEO’s and ASO’s, Human Resource Consulting

Financial Services

When you need exceptional knowledge beyond tradition insurance brokerage, MarshBerry advisors understand and provide solutions with your best interest in mind.

Types of Businesses MarshBerry Services

Wealth Management, Retirement Services, Life Insurance

Specialty Distribution 

MarshBerry’s Specialty Markets & Distribution Marketplace team provides merger & acquisition (“M&A”) advisory, valuations, perpetuation planning, program business consulting, capital raising, as well as other analytical and consulting services Administrative (Claims & Others)

Types of Businesses MarshBerry Services

Program Managers, Wholesale Brokerage, InsurTech, Managing General Agents (MGAs), Managing General Underwriters (MGUs), Risk Retention Groups

International Brokers and Specialty Distribution

Connecting insurance brokers in European countries with specialty financial advisory and perpetuation services to guide successful M&A transactions and investigate strategic opportunities

Bank and Credit Owned Insurance Agencies and Brokers

Bank-owned insurance agencies have unique needs and requirements.  MarshBerry Advisors know, understand, and can provide data and analytics for financial success, and help you navigate the expectations for the road ahead.

INSURANCE SERVICES

Types of Businesses MarshBerry Services

TPA, Claims Adjusting Firms, Risk Consulting, Premium Finance, Analytics Firms, Partnerships/Aggregators

DISTRIBUTION SERVICES AND UNDERWRITING 

Insurtech

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 lead to new business development and Strategic partnerships.

Underwriting

Types of Businesses MarshBerry Services

Insurance Carriers, Reinsurance Brokers, Captive Managers, ART Markets

Capital Providers

Types of Businesses MarshBerry Services

Private Equity, Premium Finance, Family Offices, Pension Plans, Specialty Insurance, Bank and non-Bank Debt Providers, Domestic and International Debt Provider

May 2021 Alera Group, Inc. Lamb Insurance Services Acquisition Alera Group, Inc. has acquired Lamb Insurance Services

MarshBerry was financial adviser to Alera Group, Inc.

May 2021 Hub International Limited Ion Insurance Corporation Acquisition Hub International Limited has acquired Ion Insurance Corporation

MarshBerry was financial adviser to Hub International Limited

May 2021 Hub International Limited Conover Insurance Services, LLC Acquisition Hub International Limited has acquired Conover Insurance Services, LLC

MarshBerry was financial adviser to Conover Insurance Services, LLC

May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.

April 2021 Alera Group, Inc. Bell Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC

MarshBerry was financial adviser to Alera Group, Inc.

April 2021 The Liberty Company Insurance Brokers a privately-held insurance agency in Florida Acquisition The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida

MarshBerry was financial adviser to The Liberty Company Insurance Brokers

April 2021 Hub International Limited Wyoming Financial Insurance Acquisition Hub International Limited has acquired Wyoming Financial Insurance

MarshBerry was financial adviser to Hub International Limited

April 2021 INSURICA  Oklahoma Business Insurors Agency, LLC Acquisition INSURICA  has acquired Oklahoma Business Insurors Agency, LLC

MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC

March 2021 The Hilb Group, LLC Star Insurance Agency Acquisition The Hilb Group, LLC has acquired Star Insurance Agency

MarshBerry was financial adviser to The Hilb Group, LLC

February 2021 Financial Institutions, Inc. Landmark Group of Brighton, Inc. Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.

MarshBerry was financial adviser to Financial Institutions, Inc.

January 2021 Sunstar Insurance Group, LLC  a privately-held insurance agency in Missouri Acquisition Sunstar Insurance Group, LLC has acquired  a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

January 2021 AssuredPartners, Inc. Murray Insurance Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.

MarshBerry was financial adviser to Murray Insurance Associates, Inc.

January 2021 GCP Capital Partners, LLC  ALKEME Holdings, LLC Acquisition

GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC

MarshBerry was financial adviser to ​GCP Capital Partners​, LLC

January 2021 Hub International Limited Christiansen Insurance Group, LLC Acquisition Hub International Limited has acquired Christiansen Insurance Group, LLC

MarshBerry was financial adviser to Christiansen Insurance Group, LLC

December 2020 World Insurance Associates, LLC Two Rivers Insurance Company, Inc. Acquisition World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc.

MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.

December 2020 BRP Group, Inc. Burnham Benefits Insurance Services, Inc. Acquisition BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc.

MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.

December 2020 The Hilb Group, LLC privately-held insurance agency in Michigan Acquisition The Hilb Group, LLC has acquired privately-held insurance agency in Michigan

MarshBerry was financial adviser to the Seller

December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.

December 2020 American Insurance, Inc  a privately-held insurance agency in North Dakota Acquisition American Insurance, Inc  has acquired a privately-held insurance agency in North Dakota

MarshBerry was financial adviser to the Seller

December 2020 Heffernan Insurance Brokers Porter & Curtis, LLC Acquisition Heffernan Insurance Brokers has acquired Porter & Curtis, LLC

MarshBerry was financial adviser to Porter & Curtis, LLC

MarshBerry Latest

E&S MARKET STRENGTH TO CONTINUE IN 2021

U.S. E&S insurance sector continues its healthy pace of growth with the top 3 stamping offices reporting strong premium increases in 1Q21.