Retail & Specialty Insurance Brokerage
Think MarshBerry. Think Value Creation.
Retail & Specialty Insurance Brokerage Advisory
Helping your firm build, enhance, and sustain value through all stages of ownership.
The Retail & Insurance Brokerage industry landscape is constantly changing. P&C clients have confidence and trust in the experience, extensive knowledge and expertise of MarshBerry advisors. Services include M&A advisory, debt and equity capital raising, business planning, market intelligence, and executive peer exchange.
The Insurer named MarshBerry the 2023 M&A Advisor of the Year.
Gerard Vecchio, John Wepler and George Bucur at the Program Manager Awards 2023.
MarshBerry has Retail & Specialty expertise in the following markets and sectors:
Property & Casualty Agencies & Brokers
Solutions are designed specifically for your business with considerations for your people, your culture your market and your immediate and long-term needs.
Sectors Include:
- Multi-line
- Commercial Lines
- High Net Worth
- Personal Lines
- Surety
International Brokers
Connecting brokers in European countries with specialty financial advisory and perpetuation services to guide successful M&A transactions and investigate strategic opportunities, along with strategy consultancy.
Sectors Include:
- Multi-line
- Commercial Lines
- High Net Worth
- Personal Lines
- Wholesale Brokerage
- InsurTech
- Managing General Agents (MGAs)
- Managing General Underwriters (MGUs)
- Insurance Carriers
- Reinsurance Brokers
- Private Equity
- Family Offices
- Specialty Insurance
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.
Sectors Include:
- Group Medical
- Ancillary and Voluntary
- PEOs and ASOs
- Human Resource Cons
- Financial Services
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.
Sectors Include:
- Program Managers
- Wholesale Brokerage
- InsurTech
- Managing General Agents (MGAs)
- Managing General Underwriters (MGUs)
- Risk Retention Groups
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in investment banking and consulting. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.
Recent Transactions
Acquisition
The Vistria Group, LP has acquired Lumen Holdings, LLC
MarshBerry served as the financial advisor to The Vistria Group, LP
February 2026
Acquisition
The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2026
Acquisition
Revau has acquired Triad Oilfield Underwriters
MarshBerry served as the financial advisor to Triad Oilfield Underwriters†
January 2026
Acquisition
Novacore has acquired CP Insurance Associates
MarshBerry served as the financial advisor to CP Insurance Associates†
January 2026
Acquisition
EPIC Insurance Brokers & Consultants has acquired
The Bond Exchange & Insurance Agency
MarshBerry served as the financial advisor to The Bond Exchange†
January 2026
Acquisition
The Baldwin Group has acquired Capstone Group
MarshBerry served as the financial advisor to Capstone Group†
January 2026
Acquisition
The Baldwin Group has acquired CAC Group
MarshBerry served as the financial advisor to The Baldwin Group†
December 2025
Acquisition
King Risk Partners, LLC has acquired Ten Eyck Group
MarshBerry served as the financial advisor to King Risk Partners, LLC
December 2025
Acquisition
IMA Financial Group, Inc. has acquired The Richards Group
MarshBerry served as the financial advisor to The Richards Group†
December 2025
Trucordia Insurance Services, LLC. has acquired Florida Insurance, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
Acquisition
Alkeme Insurance has acquired Health Connect Insurance Agency
MarshBerry served as the financial advisor to Health Connect Insurance Agency†
December 2025
Acquisition
NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency
MarshBerry served as the financial advisor to Hamilton Insurance Agency†
December 2025
Acquisition
Scali Insurance Group has acquired Cowell James Forge Insurance Group
MarshBerry served as the financial advisor to Cowell James Forge Insurance Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
HUB International Limited has acquired a Manitoba, Canada-Based Business
MarshBerry served as the financial advisor to HUB International Limited
December 2025
Acquisition
Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
Acquisition
The Hilb Group, LLC has acquired a Michigan-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2025
Acquisition
Inszone Insurance Services, LLC has acquired Scarbrough, Medlin & Associates, Inc.
MarshBerry served as the financial advisor to Scarbrough, Medlin & Associates†