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December 10, 2025

Year-End Wealth Advisory M&A Strength Fueled by Fundamentals Not Urgency

by John Orsini
As the industry moves into what is traditionally a frenzy of deal activity, November’s solid results provide meaningful...
December 10, 2025

How Technology is Transforming the Specialty Intermediary Industry 

by Tobias Milchereit
The specialty intermediary industry has long been anchored in manual processes and legacy systems, even as technology has...
December 4, 2025

Impact Summit 2025: How Industry Capital Leaders are Building Durable Growth in a Shifting Market  

by MarshBerry
MarshBerry’s annual Impact Summit brought together top industry professionals for a close look at the current state of the...
December 4, 2025

The Advantages of Telematics for Agencies

by Keith Captain
In an evolving insurance marketplace where technology and personal service both matter, telematics gives agencies some...

Insurance

December 10, 2025

Year-End Wealth Advisory M&A Strength Fueled by Fundamentals Not Urgency

by John Orsini
As the industry moves into what is traditionally a frenzy of deal activity, November’s solid results provide meaningful...
December 4, 2025

Impact Summit 2025: How Industry Capital Leaders are Building Durable Growth in a Shifting Market  

by MarshBerry
MarshBerry’s annual Impact Summit brought together top industry professionals for a close look at the current state of the...
December 2, 2025

Insurance Brokerage M&A Stays Active in 2025 Amid Market Headwinds

by Phil Trem
Despite public broker value compression and a softening insurance market, insurance brokerage M&A activity maintains its...
November 25, 2025

Receding Tides: How Will Market Softening Impact Valuations and M&A?

by John Wepler
After a prolonged hard market run – P&C rate growth is softening. And the public brokers, who are on the front lines,...

Financial Advisory

December 10, 2025

Year-End Wealth Advisory M&A Strength Fueled by Fundamentals Not Urgency

by John Orsini
As the industry moves into what is traditionally a frenzy of deal activity, November’s solid results provide meaningful...
December 2, 2025

Insurance Brokerage M&A Stays Active in 2025 Amid Market Headwinds

by Phil Trem
Despite public broker value compression and a softening insurance market, insurance brokerage M&A activity maintains its...
November 6, 2025

Q3 2025 Earnings Wrap-Up: Public Brokers Report Stable Growth Despite Moderating Rates

by MarshBerry
Public insurance brokers once again had solid results in Q3 2025, achieving stable organic growth and margin expansion. Amid...
October 29, 2025

Strategic Growth Through Partnership: Rethinking What It Means to “Sell”

by Eric Hallinan
Increasing market consolidation is causing many mid-sized brokerages to feel a pressure to sell, and those who resist often...
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December 2025 Mercer Global Advisors Inc. Glass Jacobson Wealth Advisors Acquisition Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors

MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†

 December 2025 The Baldwin Group CAC Group Acquisition

The Baldwin Group is acquiring CAC Group

MarshBerry served as the financial advisor to The Baldwin Group†

 December 2025 Marsh & McLennan Agency, LLC IC International Acquisition

Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Marsh & McLennan Agency, LLC Pyramid Insurance Centre Acquisition

Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Trucordia Insurance Services, LLC. Global Financial & Insurance Services, Inc. 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 Marsh & McLennan Agency, LLC. Atlas Insurance Agency Acquisition

Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 November 2025 Sunstar Insurance Group, LLC a Tennessee-Based Business Sunstar Insurance Group, LLC has acquired a Tennessee-Based Business

MarshBerry served as the financial advisor to the Seller†

 November 2025 King Risk Partners, LLC Stuart Surles Insurance & Realty Acquisition King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty

MarshBerry served as the financial advisor to King Risk Partners, LLC

 November 2025 Trucordia Insurance Services, LLC. Breezy Seguros Acquisition Trucordia Insurance Services, LLC. has acquired Breezy Seguros

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 November 2025 Afore Insurance Services, LLC Salzberg Insurance Agency Acquisition Afore Insurance Services, LLC has acquired Salzberg Insurance Agency

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 November 2025 World Insurance Associates, LLC an Indiana-Based Business Acquisition World Insurance Associates, LLC has acquired an Indiana-Based Business

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 November 2025 Wright Flood, a wholly owned subsidiary of Brown & Brown Poulton Associates, LLC Acquisition Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC

MarshBerry served as the financial advisor to Poulton Associates, LLC†

 November 2025 Alliant Insurance Services Highpoint Insurance Group Acquisition Alliant Insurance Services has acquired Highpoint Insurance Group

MarshBerry served as the financial advisor to Highpoint Insurance Group†

 November 2025 Ryan Specialty, LLC Stewart Specialty Risk Underwriting Ltd. Acquisition Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd.

MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.

 October 2025 EPIC Insurance Brokers & Consultants Price Insurance Group Acquisition EPIC Insurance Brokers & Consultants has acquired Price Insurance Group

MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants

 October 2025 LD&B Insurance and Financial Services Weaver Insurance & Financial Advisors Acquisition LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors

MarshBerry served as the financial advisor to LD&B Insurance and Financial Services

 October 2025 HUB International Limited an Ontario, Canada-Based Business Acquisition HUB International Limited has acquired an Ontario, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 October 2025 HUB International Limited a California-Based RIA Business Acquisition HUB International Limited has acquired a California-Based RIA Business

MarshBerry served as the financial advisor to the Seller†

 September 2025 Thayer Street Partners Management, LLC a Pennsylvania-Based Business Acquisition Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business

MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC

 September 2025 Carson Group Wells Trecaso Financial Group, LLC Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC

MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital