MarshBerry Represents Beere & Purves in Sale to Warner Pacific Insurance Services
Woodmere, OH – MarshBerry, a global leader in investment banking and consulting, is pleased to announce that it served as exclusive financial advisor to Beere&Purves (B&P), a California-based employee benefits general agency, in its sale to Warner Pacific Insurance Services, Inc. (Warner Pacific).
Founded in 1929 and headquartered in Walnut Creek, California, B&P has built a strong reputation as a trusted partner to brokers throughout California, providing employee benefits solutions and support services that include quoting, underwriting, enrollment, ongoing servicing, and sales support. Since becoming a general agency in 1994, the firm has remained focused on helping brokers effectively serve both small and large group clients.
The transaction brings together two well-established organizations with complementary capabilities and a shared commitment to supporting brokers and their clients across the employee benefits marketplace. The partnership positions B&P to leverage Warner Pacific’s expanded resources, scale, and operational capabilities while maintaining the service-oriented culture and broker relationships that have been central to its success. The transaction also strengthens Warner Pacific’s presence in Northern California.
“MarshBerry has enjoyed a longstanding relationship with both B&P and Warner Pacific, making this a natural cultural and strategic fit,” said Phil Trem, MarshBerry President. “Both organizations share a deep commitment to supporting brokers through exceptional service, industry expertise, and long-term partnership. We are excited to have advised B&P through this process and look forward to seeing the combined organization build upon its strengths and continue executing on its growth strategy.”
The transaction highlights MarshBerry’s specialized expertise within the employee benefits general agency sector and its continued commitment to helping clients maximize value, streamline transaction processes, and achieve their long-term strategic objectives.
MarshBerry’s Expertise
MarshBerry brings decades of experience advising insurance brokers on mergers, acquisitions, and capital strategies. With deep market knowledge, 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.