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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

September 2021 PCF Insurance Services a privately-held insurance agency in Pennsylvania Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was financial adviser to the Seller

September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

September 2021 Marsh McLennan Agency Vaaler Insurance, Inc Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc

MarshBerry was the financial adviser to Vaaler Insurance, Inc.

August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners

August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group

July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC

July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance

July 2021 BRP Group, Inc. RogersGray, Inc. Acquisition BRP Group, Inc. has acquired RogersGray, Inc.

MarshBerry was the financial adviser to RogersGray, Inc.

June 2021 AssociatedPartners, Inc. Sterling Insurance Group Acquisition AssociatedPartners, Inc. has acquired Sterling Insurance Group

MarshBerry was the financial adviser to Sterling Insurance Group

June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has acquired Socius Insurance Services, Inc.

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

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

MarshBerry Latest

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Are You the Blender or a Blendee?

Although the environment is highly favorable for insurance brokerages to sell, some owners are still not utilizing an advisor.