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 firms looking to buy or sell. Through a timely, controlled and well-designed M&A strategy, our experience and dedication to process aligns your strategic objectives with a focus on maximizing value. Choose a trusted MarshBerry M&A advisor to ensure you have the necessary tools to take the next step.
MarshBerry offers comprehensive 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. Whether you want to expand your market share, diversify your offerings or position your business for growth, MarshBerry is here to help.
Contact the Mergers and Acquisitions Advisors at MarshBerry
The expert team at MarshBerry is committed to delivering exceptional value and results for our mergers and acquisitions clients. As a client, your firm benefits from our combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, our solutions will help you understand the M&A transaction process while crafting a personalized solution that meets your specific needs.
MarshBerry brings industry specific knowledge To every relationship
Retail & Specialty Insurance Brokerage
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Retail & Specialty Insurance Brokerage View More
Distribution Services & Underwriting
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Distribution Services & Underwriting View More
Wealth Management
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Accounting & Tax
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Proof Is In The Numbers
M&A SERVICES RESULTS & ACHIEVEMENTS
Contact The Advisory Team
MarshBerry’s team of advisors are thought leaders and experts in investment banking and consulting. 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.
Recent Transactions
Parallel Advisors, LLC has acquired Eaton Financial Group
MarshBerry served as financial advisor to Eaton Financial Group†
June 2026
Novacore has acquired Euclid Design Underwriters
MarshBerry served as financial advisor to Euclid Design Underwriters†
June 2026
Alkeme Insurance has acquired Blue Sky Insurance Agency
MarshBerry served as the financial advisor to Blue Sky Insurance Agency.†
May 2026
The Hilb Group, LLC has acquired a Kentucky-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
May 2026
Sunstar Insurance Group, LLC has acquired Thomas Harrison & Associates Insurance
MarshBerry served as financial advisor to Sunstar Insurance Group, LLC
May 2026
King Risk Partners, LLC has acquired The Roberts Agency
MarshBerry served as financial advisor to King Risk Partners, LLC
May 2026
Acquisition
Higginbotham Insurance Agency, Inc. has acquired McGohan Brabender, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
May 2026
Sequel Insurance Agencies/SIAA has acquired Paris-Kirwan Associates, Inc.
MarshBerry served as the financial advisor to Paris-Kirwan Associates, Inc.†
May 2026
Acquisition
BroadStreet Partners Group, LLC has acquired Bearing Insurance Group, LLC
MarshBerry served as the financial advisor to Bearing Insurance.†
May 2026
Acquisition
HUB International Limited has acquired Johannesen Farrar Insurance
MarshBerry served as the financial advisor to Johannesen Farrar Insurance.†
April 2026
Acquisition
Keystone Agency Partners has acquired Titan Risk Solutions
MarshBerry served as the financial advisor to Keystone Agency Partners.
April 2026
Acquisition
Higginbotham Insurance Agency, Inc. has acquired Harmon Dennis Bradshaw, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
April 2026
Acquisition
Bluespring Wealth Partners LLC has acquired Synthesis Wealth Planning
MarshBerry served as the financial advisor to Synthesis Wealth Planning†
March 2026
Acquisition
Inszone Insurance Services, LLC has acquired Legacy Partners II, LLC
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
March 2026
Acquisition
Inszone Insurance Services, LLC has acquired Taylor Insurance Agency
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
March 2026
Acquisition
Trucordia Insurance Services, LLC. has acquired JJL&W Insurance Consulting Firm LLC
MarshBerry Served as the Financial Advisor to JJL&W Insurance Consulting Firm LLC.†
March 2026
Alkeme Insurance has acquired LG Insurance Agency
MarshBerry served as the financial advisor to Alkeme Insurance.
February 2026
Acquisition
The Vistria Group, LP has acquired Lumen Holdings, LLC
MarshBerry served as the financial advisor to The Vistria Group, LP
February 2026
Acquisition
The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2026
Acquisition
HR Path has acquired Inspire Human Resources
MarshBerry served as the financial advisor to Inspire Human Resources†