Mergers & Acquisition

Think MarshBerry. Think Forward.

Merger and Acquisition Expertise for Insurance Brokerages and Wealth Advisory Firms

THERE ARE CLEAR ADVANTAGES TO PARTNERING WITH THE TOP-RANKED M&A ADVISORY FIRM

From preparation to deal negotiation, MarshBerry’s team of advisors are mergers and acquisitions experts who work with insurance brokerages and wealth advisory firms looking to buy or sell. Through a timely, controlled and well-designed M&A strategy, our experience and dedication to process ensure that we align your strategic objectives with a focus on maximizing value. Hire a trusted M&A advisor to ensure you have the necessary tools to take the next step.

Merger and Acquisition Services for Your Insurance Brokerage

MarshBerry offers comprehensive insurance M&A services that help guide you through the entire process. M&A transactions are complex proceedings that require extensive, detailed plans in the areas of strategic planning, valuation, due diligence and deal structuring.

Our advisory experts understand the unique challenges and opportunities of mergers and acquisitions for insurance brokerages. Whether you want to expand your market share, diversify your offerings or position your brokerage for growth, MarshBerry is here to help.

Wealth Advisory Services for Buying or Selling

Our mergers and acquisition services for wealth advisory firms are tailored to meet the specific needs of your short-term goals and long-term objectives. The advisory experts at MarshBerry recognize the unique challenges that wealth and retirement plans face when it comes to navigating the M&A transactions process. In order to maintain trust and confidence in the process, our wealth advisory services ensure that our client relationships are protected throughout the transition.

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CONTACT THE M&A ADVISORY TEAM

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Talk to an M&A Advisor today

Dan Skowronski
Managing Director
Eric Hallinan
Managing Director
Gerard Vecchio
Managing Director, Specialty Practice Co-Head
George Bucur
Managing Director & Specialty Practice, Co-Head
Casey Pont
Director
Dan Skowronski
Managing Director

Dan Skowronski joined MarshBerry in 1994 as a Financial Analyst. He was promoted to Consultant soon thereafter and played a major role in the preparation of appraisal reports, perpetuation plans, and general consulting projects. He helped create and improve many of the models used by MarshBerry consultants to assist clients with valuation, perpetuation planning and merger and acquisition (M&A) projects. Promotions to Senior Consultant and Vice President over the next few years coincided with increased client- facing responsibilities in M&A advisory for various clients.

Eric Hallinan
Managing Director

Eric Hallinan joined MarshBerry in 2011, bringing with him significant experience in insurance firm operations, finance, and technology. He is a trusted partner for buyers and sellers who depend on his proficiency at deal negotiation, due diligence, deal execution and integration planning. His involvement covers the full gamut of a merger & acquisition (M&A) transaction, and he works hard to provide clients with a seamless, comprehensive experience.

Gerard Vecchio
Managing Director, Specialty Practice Co-Head

Gerard Vecchio joined MarshBerry in 2017 and works specifically with the Insurance Services Division of MarshBerry. Gerard’s responsibilities include providing strategic and operational consulting services to specialty insurance distributors, insurance carriers and outsourced service providers within the insurance industry.

George Bucur
Managing Director & Specialty Practice, Co-Head

Focusing on specialty distribution and markets within MarshBerry’s Financial Advisory practice, George brings to MarshBerry extensive knowledge in merger & acquisition (M&A) transactions. In addition to being a trusted advisor to sellers and buyers within the specialty insurance arena, George provides valuation, succession planning, strategic planning, financial benchmarking and other financial consultative services.

Casey Pont
Director

As part of MarshBerry’s Financial Advisory team, Casey focuses on merger and acquisition (M&A) advisory for both buy side and sell side clients. Her current responsibilities include M&A valuation and analysis, insurance agency and brokerage valuation services, compensation consulting, perpetuation planning, and other general consulting projects. Casey is also a facilitator for two Strategic Issues Group within MarshBerry’s executive peer exchange network, Connect.