Investment Banking

THINK MARSHBERRY. THINK VALUE CREATION.

Investment Banking Services for Insurance & Wealth Management Firms

No two firms are the same
MarshBerry’s investment banking services offer a customized solution created from a variety of providers and investment bankers, such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions that are all a part of MarshBerry Capital Raising Solutions.

There are many strategic options available to insurance brokerage and wealth management firms when it comes to charting a path forward. MarshBerry works with you to manage and lead the exploration of all options to discover what’s right for your firm.

RAISING CAPITAL

MarshBerry insurance and wealth management investment banking experts work on your behalf to determine and source the best set of debt and equity capital raising solutions tailored to fit your firms’ needs today as well as anticipate your firms’ future needs.

  • Valuation of your enterprise, either on a majority or minority basis
  • Identification, ranking, and introductions to potential equity capital providers
  • Negotiation of competitive pricing and terms
  • Assistance with confirmatory financial due diligence and document review

Mergers and Acquisitions

As firm owner or principal determining if you should implement organic growth strategies, grow through acquisition, perpetuation, or sell your business,
MarshBerry is the only M&A advisor you need.

  • Identification, ranking, and introductions to potential debt capital providers
  • Identification of optimal loan types
  • Market pricing considerations
  • Negotiation of debt terms
  • Assistance with confirmatory financial due diligence and document review

Expert Investment Banking for Insurance and Wealth Management Industries

Understanding the unique needs of insurance brokerages and wealth management firms, MarshBerry provides a comprehensive suite of investment banking services, designed to navigate the complex financial landscape and drive growth.

Our profound industry knowledge and innovative strategies have cemented us as a reliable partner for both insurance investment banking and investment banking for wealth management firms.

What Makes MarshBerry the right Investment Banking Advisors for you:

  1. We are licensed. MarshBerry Capital, Inc., an affiliate of Marsh Berry & Company, Inc., is a Member of FINRA and SIPC. Clients can be confident knowing they are working with a firm that requires a high degree of integrity and accuracy in all M&A deals. MarshBerry demands nothing less and so does the SEC.
  2. We do not have direct ownership in an insurance broker or wealth management firm at the company level or individual level. Finding solutions that best meet your objectives is what motivates MarshBerry.  Clients can trust there are no hidden agendas or conflicts of interest; only strategies and recommendations that serve their best interest.
  3. We have a fiduciary and ethical responsibility to only one client per transaction. With a singular focus on representing you, MarshBerry does not get paid by both parties in a transaction. 
  4. Consultation to sell side clients does not end at the signing of a letter of intent. Walking with clients throughout the process ensures not only a smooth transaction but also financial advice during the earn out period to help you maximize shareholder wealth.
  5. The revenue size of our clients reflects that of the insurance broker population (a representative mix of small, medium, and large insurance agencies and brokers). We have advised on some of the largest transactions in the industry. No matter the revenue size, your transaction is managed with the same care and diligence necessary to optimize results. Clients benefit from the breadth and depth of MarshBerry’s expertise to fully realize their firms’ value.
  6. We do not favor specific buyers; we have the broadest buyer spread of any advisor. In the last four years, we have transacted with over 50 different buyers, more than double our closest competitor. Finding the right match for your firm is critical. Maximizing shareholder value is one part of the equation but achieving the best cultural fit is also critical to long term success. Why limit the pool of potential partners? MarshBerry helps you find the right partner that not only maximizes shareholder value, but also is the best cultural fit. Finding the right match is critical.
  7. Our buy side due diligence practice gives us an advantage on sell side representation. Clients gain unique behind the curtain visibility into the buyer culture, pricing, terms, and additional insight from past deals. This knowledge helps manage expectations while optimizing potential.

Related Articles

January 2024 Johnson & Johnson Inc. Mid Valley General Agency, LLC Acquisition

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Toggle Transaction Details January 2024

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon
December 2023 Alliant Insurance Services, Inc. Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Acquisition

Alliant Insurance Services, Inc.  has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies

MarshBerry served as the financial advisor to Aldrich Benefits LP

Toggle Transaction Details December 2023

Alliant Insurance Services, Inc.  has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies

MarshBerry served as the financial advisor to Aldrich Benefits LP

Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Buyer: Alliant Insurance Services, Inc. Seller: Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Closed Date: 12/31/2023 Location: Oregon Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Aldrich Benefits
December 2023 Alera Group, Inc. CLS Healthcare Liability Specialists Acquisition

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists

MarshBerry served as the financial advisor to Alera Group, Inc.

Toggle Transaction Details December 2023

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists

MarshBerry served as the financial advisor to Alera Group, Inc.

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc.
December 2023 Alkeme Insurance Flor Insurance Group Acquisition

Alkeme Insurance has acquired Flor Insurance Group

MarshBerry served as the financial advisor to Flor Insurance Group

Toggle Transaction Details December 2023

Alkeme Insurance has acquired Flor Insurance Group

MarshBerry served as the financial advisor to Flor Insurance Group

Alkeme Insurance has acquired Flor Insurance Group Buyer: Alkeme Insurance Seller: Flor Insurance Group Firm Type: Commercial P&C; Personal Lines Closed Date: 12/29/2023 Location: Texas MarshBerry Advisory Role: MarshBerry served as the financial advisor to Flor Insurance Group
December 2023 RSC Insurance Brokerage, Inc. Ralph C. Wilson Agency Acquisition

RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency

MarshBerry served as the financial advisor to Ralph C. Wilson Agency

Toggle Transaction Details December 2023

RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency

MarshBerry served as the financial advisor to Ralph C. Wilson Agency

RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency Buyer: RSC Insurance Brokerage, Inc. Seller: Ralph C. Wilson Agency Closed Date: 12/29/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph C. Wilson Agency
December 2023 Howden  VLC & Partners Holding Acquisition

Howden has acquired VLC & Partners Holding

MarshBerry International served as the financial advisor to Howden

December 2023 Champion Risk & Insurance Services assets of LUX Insurance Services Acquisition

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services 

MarshBerry served as the financial advisor to Champion Risk & Insurance Services

Toggle Transaction Details December 2023

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services 

MarshBerry served as the financial advisor to Champion Risk & Insurance Services

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services  Buyer: Champion Risk & Insurance Services Seller: LUX Insurance Services  Firm Type: Employee Benefits & Consulting Closed Date: 12/15/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Champion Risk & Insurance Services
December 2023 AUB Group Limited Mexbrit and Forte Underwriters Acquisition

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

Toggle Transaction Details December 2023

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
December 2023 RSC Insurance Brokerage, Inc. Professional Risk Associates, Inc. Acquisition

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.

MarshBerry served as the financial advisor to Professional Risk Associates, Inc.

Toggle Transaction Details December 2023

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.

MarshBerry served as the financial advisor to Professional Risk Associates, Inc.

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: Professional Risk Associates, Inc. Closed Date: 12/8/2023 Location: Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Risk Associates, Inc.
December 2023 World Insurance Associates, LLC Exchange Underwriters, Inc. Acquisition

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.

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

Toggle Transaction Details December 2023

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.

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

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2023 Hub International Limited Professional Financial Specialists, Inc. Acquisition

Hub International Limited has acquired Professional Financial Specialists, Inc.

MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.

Toggle Transaction Details December 2023

Hub International Limited has acquired Professional Financial Specialists, Inc.

MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.

Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
November 2023 Vantage Insurance Partners, Inc. A privately-held insurance agency Acquisition

Vantage Insurance Partners, Inc. has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.

November 2023 Arthur J. Gallagher & Co. Hughes Insurance Agency, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.

MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.

Toggle Transaction Details November 2023

Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.

MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.

Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Hughes Insurance Agency, Inc. Closed Date: 11/17/2023 Location: New York MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
November 2023 Inszone Insurance Services, Inc. Hawks View Insurance Acquisition

Inszone Insurance Services, Inc. has acquired Hawks View Insurance

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Toggle Transaction Details November 2023

Inszone Insurance Services, Inc. has acquired Hawks View Insurance

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Inszone Insurance Services, Inc. has acquired Hawks View Insurance Buyer: Inszone Insurance Services, Inc. Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 11/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. 
November 2023 Specialty Program Group, LLC Insurance Allies, LLC Acquisition

Specialty Program Group, LLC has acquired Insurance Allies, LLC 

MarshBerry served as the financial advisor to Insurance Allies, LLC

Toggle Transaction Details November 2023

Specialty Program Group, LLC has acquired Insurance Allies, LLC 

MarshBerry served as the financial advisor to Insurance Allies, LLC

Specialty Program Group, LLC has acquired Insurance Allies, LLC  Buyer: Specialty Program Group, LLC Seller: Insurance Allies, LLC  Closed Date: 11/1/2023 Location: Illinois MarshBerry Advisory Role: MarshBerry served as the financial advisor to Insurance Allies, LLC 
November 2023 Hub International Limited Longbow Financial Services Acquisition

Hub International Limited has acquired Longbow Financial Services

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details November 2023

Hub International Limited has acquired Longbow Financial Services

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited 
November 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency 

MarshBerry served as the financial advisor to the Seller

November 2023 Hub International Limited Franklin Financial Group, LLC Acquisition

HUB International Limited has acquired Franklin Financial Group, LLC

MarshBerry served as the financial advisor to Franklin Financial Group, LLC

Toggle Transaction Details November 2023

HUB International Limited has acquired Franklin Financial Group, LLC

MarshBerry served as the financial advisor to Franklin Financial Group, LLC

HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC
November 2023 Sterling & Sterling, LLC A privately-held insurance agency Acquisition

Sterling & Sterling, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to the Seller

November 2023 Hub International Limited Overmyer Hall Associates Acquisition

Hub International Limited has acquired Overmyer Hall Associates

MarshBerry served as the financial advisor to Overmyer Hall Associates

Toggle Transaction Details November 2023

Hub International Limited has acquired Overmyer Hall Associates

MarshBerry served as the financial advisor to Overmyer Hall Associates

Hub International Limited has acquired Overmyer Hall Associates Buyer: Hub International Limited Seller: Overmyer Hall Associates Closed Date: 11/01/2023 Location: Ohio MarshBerry Advisory Role: MarshBerry served as the financial advisor to Overmyer Hall Associates