Mergers & Acquisition

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Mergers & Acquisitions Advisory Services

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

From preparation to deal negotiation, MarshBerry’s team of expert M&A advisors 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 that aligns your strategic objectives with a focus on maximizing value. Choose a trusted M&A advisor to ensure you have the necessary tools to take the next step.

Insurance and Wealth Management Firm M&A Services

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.

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

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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

Eric Hallinan
Managing Director
Gerard Vecchio
Managing Director, Specialty Practice Co-Head
George Bucur
Managing Director & Specialty Practice, Co-Head
Casey Pont
Director
Jennifer Martin
Vice President
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.

Jennifer Martin
Vice President

Jennifer Martin joined MarshBerry as an Associate in October 2019. As part of MarshBerry’s Financial Advisory team, Jennifer focuses on financial management consulting and valuation services, while also assisting senior level consultants on merger and acquisition (M&A) advisory.

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 # of Employees: 24 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
October 2023 Arthur J. Gallagher & Co. Cadence Bank Acquisition

Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank

MarshBerry served as a financial advisor to Cadence Insurance, Inc.

Toggle Transaction Details October 2023

Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank

MarshBerry served as a financial advisor to Cadence Insurance, Inc.

Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank Buyer: Arthur J. Gallagher Co. Seller: Cadence Bank Closed Date: Q4 2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to Cadence Insurance, Inc.
October 2023 RMS Insurance Brokerage, LLC Clancy & Clancy Brokerage LTD Acquisition

RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD

MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC

Toggle Transaction Details October 2023

RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD

MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC

RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD Buyer: RMS Insurance Brokerage, LLC Seller: Clancy & Clancy Brokerage LTD Closed Date: 10/16/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
October 2023 Hub International Limited Asset Protection Group, Inc. Acquisition

Hub International Limited has acquired Asset Protection Group, Inc.

MarshBerry served as the financial advisor to Asset Protection Group, Inc.

Toggle Transaction Details October 2023

Hub International Limited has acquired Asset Protection Group, Inc.

MarshBerry served as the financial advisor to Asset Protection Group, Inc.

Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA # of Employees: 50 Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc.
About the Transaction: HUB INTERNATIONAL STRENGTHENS HEALTHCARE INSURANCE CAPABILITIES WITH ACQUISITION OF THE ASSETS OF ASSET PROTECTION, INC. IN VIRGINIA
October 2023 Alera Group, Inc. Brio Benefit Consulting, Inc. Acquisition

Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.

MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.

Toggle Transaction Details October 2023

Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.

MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.

Alera Group, Inc. has acquired Brio Benefit Consulting, Inc. Buyer: Alera Group, Inc. Seller: Brio Benefit Consulting, Inc. Firm Type: Employee Benefits # of Employees: 40 Closed Date: 10/02/2023 Location: New York Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.
October 2023 Alera Group, Inc. Brio Financial Services, LLC Acquisition

Alera Group, Inc. has acquired Brio Financial Services, LLC

MarshBerry served as the financial advisor to Brio Financial Services, LLC

Toggle Transaction Details October 2023

Alera Group, Inc. has acquired Brio Financial Services, LLC

MarshBerry served as the financial advisor to Brio Financial Services, LLC

Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC
September 2023 RSC Insurance Brokerage, Inc. Fairmount Benefits Acquisition

RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits

MarshBerry served as the financial advisor to Fairmount Benefits

Toggle Transaction Details September 2023

RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits

MarshBerry served as the financial advisor to Fairmount Benefits

RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits Buyer: RSC Insurance Brokerage, Inc. Seller: Fairmount Benefits Firm Type: Employee Benefits # of Employees: 10 Closed Date: 09/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Fairmount Benefits
September 2023 Leonard Green & Partners, L.P. Hub International Limited iCap

Leonard Green & Partners, L.P. has invested in Hub International Limited

MarshBerry served as a transaction advisor to Hub International Limited

Toggle Transaction Details September 2023

Leonard Green & Partners, L.P. has invested in Hub International Limited

MarshBerry served as a transaction advisor to Hub International Limited

Leonard Green & Partners, L.P. Hub International Limited September 2023 Buyer: Leonard Green & Partners, L.P. Seller: Hub International Limited Closed Date: September 14, 2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as a transaction advisor to Hub International Limited
September 2023 One80 Intermediaries, LLC Euclid Enviant, LLC Acquisition

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC 

MarshBerry served as the financial advisor to Euclid Insurance Services

Toggle Transaction Details September 2023

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC 

MarshBerry served as the financial advisor to Euclid Insurance Services

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services # of Employees: 120 Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services
September 2023 Simplicity Group Hancock Brokerage Acquisition

Simplicity Group has acquired Hancock Brokerage

MarshBerry served as the financial advisor to Hancock Brokerage

Toggle Transaction Details 09/07/23

Simplicity Group has acquired Hancock Brokerage

MarshBerry served as the financial advisor to Hancock Brokerage

Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage
September 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 Hilb Group, LLC

September 2023 The Hilb Group, LLC Quality Plus Insurance Acquisition

The Hilb Group, LLC has acquired Quality Plus Insurance 

MarshBerry served as the financial advisor to The Hilb Group, LLC

Toggle Transaction Details September 2023

The Hilb Group, LLC has acquired Quality Plus Insurance 

MarshBerry served as the financial advisor to The Hilb Group, LLC

The Hilb Group, LLC has acquired Quality Plus Insurance  Buyer: The Hilb Group, LLC Seller: Quality Plus Insurance  # of Employees: 25 Location: Louisiana Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC
August 2023 Marsh & McLennan Agency, LLC The Graham Company Acquisition

Marsh & McLennan Agency, LLC has acquired The Graham Company 

MarshBerry served as the financial advisor to The Graham Company

Toggle Transaction Details August 2023

Marsh & McLennan Agency, LLC has acquired The Graham Company 

MarshBerry served as the financial advisor to The Graham Company

Marsh & McLennan Agency, LLC has acquired The Graham Company  Buyer: Marsh & McLennan Agency, LLC Seller: The Graham Company  Firm Type: Insurance and employee benefits broker # of Employees: 200 Closed Date: 08/01/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Graham Company
July 2023 Evertree Insurance Group The Banks Agency, Inc. Acquisition

Evertree Insurance Group has acquired The Banks Agency, Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

Toggle Transaction Details July 2023

Evertree Insurance Group has acquired The Banks Agency, Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired The Banks Agency, Inc. Buyer: Evertree Insurance Group Seller: The Banks Agency, Inc. # of Employees: 4 Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023 C3 Risk & Insurance Services Private Management Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Private Management Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

Toggle Transaction Details July 2023

C3 Risk & Insurance Services has acquired Private Management Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

C3 Risk & Insurance Services has acquired Private Management Insurance Agency  Buyer: C3 Risk & Insurance Services Seller: Private Management Insurance Agency  Closed Date: 7/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services
July 2023 C3 Risk & Insurance Services Clark Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Clark Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

Toggle Transaction Details July 2023

C3 Risk & Insurance Services has acquired Clark Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

C3 Risk & Insurance Services has acquired Clark Insurance Agency  Buyer: C3 Risk & Insurance Services Seller: Clark Insurance Agency  # of Employees: 50 Closed Date: 07/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services
July 2023 Evertree Insurance Group Alliance Insurance Services Acquisition

Evertree Insurance Group has acquired Alliance Insurance Services 

MarshBerry served as the financial advisor to Evertree Insurance Group

Toggle Transaction Details July 2023

Evertree Insurance Group has acquired Alliance Insurance Services 

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired Alliance Insurance Services  Buyer: Evertree Insurance Group Seller: Alliance Insurance Services  # of Employees: 10 Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023 Evertree Insurance Group 1st American Insurance Acquisition

Evertree Insurance Group has acquired 1st American Insurance

MarshBerry served as the financial advisor to Evertree Insurance Group

Toggle Transaction Details July 2023

Evertree Insurance Group has acquired 1st American Insurance

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired 1st American Insurance Buyer: Evertree Insurance Group Seller: 1st American Insurance # of Employees: 25 Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023 Evertree Insurance Group Alex Johnson Insurance Agency Inc. Acquisition

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

Toggle Transaction Details July 2023

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc. Buyer: Evertree Insurance Group Seller: Alex Johnson Insurance Agency Inc. # of Employees: 3 Closed Date: 07/01/2023 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023 Alkeme Insurance Milestone Company Acquisition

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

Toggle Transaction Details July 2023

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

Alkeme Insurance has acquired Milestone Company  Buyer: Alkeme Insurance Seller: Milestone Company  # of Employees: 50 Closed Date: 07/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance