MARKETS & SECTORS

Retail & Specialty Insurance Brokerage

Think MarshBerry. Think Value Creation.

Insurance Brokerage Advisory

Helping your firm build, enhance, and sustain value through all stages of ownership.

The Insurance Brokerage 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, management consulting, organic growth consulting, market intelligence and peer-to-peer exchange.

MarshBerry has Retail & Specialty expertise in the following markets and sectors:

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

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

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

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

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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

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MarshBerry served as the financial advisor to Oakbridge Insurance

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

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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