Skip to Main Content

MarshBerry is proud to announce that it finished 2018 by completing 82 transactions (43 sell side/39 buy side) and remains the insurance industry’s #1 sell side adviser1.

In addition, MarshBerry started 2019 with a bang by being the investment banking firm that brought together 17 independent insurance firms and TRUE Network of Advisors (“TRUE”) on January 1, 2019, to form the new Patriot Growth Insurance Services, LLC (“Patriot”).

With financial backing from private equity growth investor Summit Partners, the newly formed Patriot platform offers a collaborative, growth-oriented model that allows partner agencies to operate autonomously while benefiting from the combined resources, strength and experience of a national organization. With 21 offices in 7 states, Patriot is now a top-60 U.S. privately held insurance agency that also ranks in the top-20 amongst privately held employee benefits agencies2.

“MarshBerry is honored to be the investment banking firm that sourced and valued the participating firms, brokered the individual transactions and assisted in vetting financing sources that brought 18 firms together to form Patriot,” stated John Wepler, Chairman & CEO of MarshBerry.

1#1 M&A Sell Side Adviser (2008-2018) as tracked by S&P Global Market Intelligence

2Patriot Growth Insurance Services, LLC Press Release, January 22, 2019

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.