MarshBerry Advises Tradewind Group on Its Sale of Its Insurance Brokerages to Marsh McLennan Agency

Woodmere, OH – MarshBerry, a global leader in investment banking and consulting, is pleased to announce that it acted as exclusive financial advisor to Tradewind Group in its sale of its insurance brokerages to Marsh McLennan Agency (MMA), a business of Marsh and a leading provider of business insurance, employee health and benefits, retirement and wealth, and private client insurance solutions across the U.S. and Canada.

The sale represents the largest insurance brokerage transaction in Hawaii ever and includes the acquisition of several privately owned Honolulu, Hawaii-based insurance brokerages from Tradewind Group, including Atlas Insurance Agency (Atlas), Pyramid Insurance Centre (Pyramid) and IC International (IC). Collectively, Atlas, Pyramid, and IC have created a leading insurance brokerage presence in Hawaii. These firms provide insurance solutions to businesses and individuals throughout the islands and offer niche industry specializations including municipalities, transportation, and hospitality. Employees from all three firms will join MMA and continue operating from their existing office locations.

“This transaction represents a significant milestone for the insurance brokerage industry. Atlas has been a cornerstone of the Hawaii market for decades, and its alignment with MMA creates a powerful combination of local expertise and global resources,” said Phil Trem, MarshBerry President. “We are proud to have advised Atlas on this strategic move, which not only strengthens MMA’s presence in Hawaii but also underscores the continued consolidation trend in the insurance distribution space. Deals like this highlight the importance of thoughtful partnerships that deliver long-term value for clients, employees, and communities.”

Chris Williams, President and CEO of MMA’s West region, noted that the acquisition reflects MMA’s commitment to investing in markets with strong fundamentals and deep community ties. Chason Ishii, President of Atlas, emphasized that the transition will provide clients with expanded solutions and employees with new growth opportunities.

Terms of the transaction were not disclosed.

MarshBerry’s Expertise

MarshBerry brings decades of experience advising insurance brokers on mergers, acquisitions, and capital strategies. With deep market knowledge and a proven track record of guiding firms through complex transactions, MarshBerry helps clients maximize value and achieve long-term growth objectives. In today’s competitive marketplace, MarshBerry’s insights and relationships enable buyers and sellers to navigate industry consolidation successfully and position themselves for sustainable success.

MarshBerry – Helping Clients Learn, Improve & Realize Value

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.

Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.