Mergers & Acquisition
Think MarshBerry. Think Forward.
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 transactions process while crafting a personalized solution that meets your specific needs.
MarshBerry brings industry specific knowledge To every relationship
Retail & Specialty Insurance Brokerage
closeup of water drop on petal View More Retail & Specialty Insurance Brokerage View MoreDistribution Services & Underwriting
field of purple flowers View More Distribution Services & Underwriting View MoreWealth Management
cactus texture photo View More Wealth Management View MoreAccounting & Tax
closeup water droplets View More Accounting & Tax View More
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
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.
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.†
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†
February 2026
Acquisition
Revau has acquired Triad Oilfield Underwriters
MarshBerry served as the financial advisor to Triad Oilfield Underwriters†
February 2026
Acquisition
Inszone Insurance Services, LLC has acquired Mena Insurance Agency, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
January 2026
Acquisition
Novacore has acquired CP Insurance Associates
MarshBerry served as the financial advisor to CP Insurance Associates†
January 2026
Acquisition
Sunstar Insurance Group, LLC has acquired RJR Faribo Insurance Agency
MarshBerry served as the financial advisor to Sunstar Insurance.
January 2026
Acquisition
Inszone Insurance Services, LLC has acquired Park Model – Manufactured Home Insurance Services LLC
MarshBerry Served as the Financial Advisor to Park Model – Manufactured Home Insurance Services LLC.†
January 2026
Acquisition
EPIC Insurance Brokers & Consultants has acquired
The Bond Exchange & Insurance Agency
MarshBerry served as the financial advisor to The Bond Exchange†
January 2026
Acquisition
Trucordia Insurance Services, LLC has acquired Paradiso Financial & Insurance Services, LLC
MarshBerry served as financial advisor to Trucordia Insurance Services, LLC.
January 2026
Acquisition
Alkeme Insurance has acquired Western Alliance Insurance Solutions
MarshBerry served as the financial advisor to Alkeme Insurance
January 2026
Acquisition
The Baldwin Group has acquired Capstone Group
MarshBerry served as the financial advisor to Capstone Group†
January 2026
Acquisition
The Baldwin Group has acquired CAC Group
MarshBerry served as the financial advisor to The Baldwin Group†
December 2025
Acquisition
King Risk Partners, LLC has acquired Ten Eyck Group
MarshBerry served as the financial advisor to King Risk Partners, LLC
December 2025
Acquisition
IMA Financial Group, Inc. has acquired The Richards Group
MarshBerry served as the financial advisor to The Richards Group†
December 2025
Acquisition
Sunstar Insurance Group, LLC has acquired Southwest Georgia Insurance Services
Marshberry served as the financial advisor to Sunstar Insurance.
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC
MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†