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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

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 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

April 2021 Alera Group, Inc. Boston Benefit Partners, LLC Acquisition Alera Group, Inc. has acquired Boston Benefit Partners, LLC

MarshBerry was financial adviser to Boston Benefit Partners, LLC

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 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

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

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.

MarshBerry Latest

FocalPoint Webinar | Thursday, August 5

Join MarshBerry Senior Vice President Frank Cox this Thursday at 1 PM ET for a FocalPoint Webinar highlighting Organic Growth Trends & 2021 MarshBerry Market Pulse Study Results. Frank will share insights into the current insurance marketplace and what we believe brokers should be focusing on to remain viable.