Buy Side Advisory

Driving growth through acquisition

Buy Side M&A Advisory Services

ACHIEVING GROWTH IS A FUNDAMENTAL CORNERSTONE OF CREATING VALUE.

Acquiring an agency can be a means to drive growth, create opportunities and leverage economies of scale. MarshBerry’s M&A Buy Side Advisory services bring you intrinsic expertise and market reach you can’t get on your own. Contact MarshBerry for acquisition consulting and advisory services for insurance brokerages and wealth and retirement plan advisory firms.

Buy Side M&A Advisory: TIME TO ACQUIRE

Growing your firm through acquisition requires a keen understanding of market conditions and trends. MarshBerry is the trusted buy side advisor you need for finding the right agency to achieve your growth goals.

MarshBerry Helps You:

  • Develop strategic rationale for acquisition
  • Identify economies of scale and analyze book of business to determine profitability
  • Structure the deal with accurate agency valuation
  • Find the right agency fit
  • Position your firm as a buyer; ensure Due Diligence and Quality of Earnings are included
  • Leverage debt to acquire the firm and grow your business
  • Complete the closing
  • Develop Continuity Planning and Business Integration for post-deal management

Buy Side M&A Process & Strategic Objectives

A well designed approach to maximize your value and achieve strategic objectives.

STRATEGY

  • Acquisition Planning
  • Capital Raising

REPRESENTATION

  • Buy Side Representation
  • Buy Side Search & Screen
  • Letter of Intent/Negotiation

EXECUTION

  • Diagnostic & Confirmatory Due Diligence
  • Intangible Asset Allocation for GAAP
  • Fairness Opinion
  • Definitive Agreement

ANALYTICS

  • Market Comparables/Benchmarking
  • After Tax-Return Optimization
  • Return & Earnings Per Share Analysis

POST DEAL MANAGEMENT

  • Post Closing Integration
  • Goodwill Impairment Testing
  • Peer-to-Peer CEO Exchange

BUY SIDE M&A SERVICES FOR INSURANCE BROKERAGE & WEALTH ADVISORY FIRMS

MarshBerry’s history of working with insurance and financial services firms provides clients with a unique perspective on the complexities of the insurance and wealth management markets. Serving as an extension of your acquisition team, MarshBerry advisors ensure your acquisition targets align with your business goals. This approach provides confidence and helps guide buyers through successful transactions. Learn More.

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September 2024 Culpeper Insurance Partners, LLC Afore Insurance Services, LLC

Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC

MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC

Toggle Transaction Details September 2024

Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC

MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC

Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC Buyer: Culpeper Insurance Partners, LLC Seller: Afore Insurance Services, LLC Closed Date: 9/6/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
July 2024 Novatae Risk Group, LLC Denali Specialty Group Acquisition

Novatae Risk Group, LLC has acquired Denali Specialty Group

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

Toggle Transaction Details July 2024

Novatae Risk Group, LLC has acquired Denali Specialty Group

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

Novatae Risk Group, LLC has acquired Denali Specialty Group Buyer: Novatae Risk Group, LLC Seller: Denali Specialty Group Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Novatae Risk Group, LLC
July 2024 Hub International Limited Swanson Insurance Agency Acquisition

Hub International Limited has acquired Swanson Insurance Agency

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details July 2024

Hub International Limited has acquired Swanson Insurance Agency

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Swanson Insurance Agency Buyer: Hub International Limited Seller: Swanson Insurance Agency Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
July 2024 Inszone Insurance Services, Inc. ISU Francis-Pinney Insurance Services, Inc. Acquisition

Inszone Insurance Services, Inc. has acquired ISU Francis-Pinney Insurance Services, Inc.

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

Toggle Transaction Details July 2024

Inszone Insurance Services, Inc. has acquired ISU Francis-Pinney Insurance Services, Inc.

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

Inszone Insurance Services, Inc. has acquired ISU Francis-Pinney Insurance Services, Inc. Buyer: Inszone Insurance Services, Inc. Seller: ISU Francis-Pinney Insurance Services, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. 
June 2024 PCF Insurance Services Roseberry Insurance Agency Acquisition

PCF Insurance Services has acquired Roseberry Insurance Agency

MarshBerry served as the financial advisor to PCF Insurance Services

Toggle Transaction Details June 2024

PCF Insurance Services has acquired Roseberry Insurance Agency

MarshBerry served as the financial advisor to PCF Insurance Services

PCF Insurance Services has acquired Roseberry Insurance Agency Buyer: PCF Insurance Services Seller: Roseberry Insurance Agency Closed Date: 06/24/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services
June 2024 Keystone Agency Partners The Paladin Group Acquisition

Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group

MarshBerry served as the financial advisor to Keystone Agency Partners

Toggle Transaction Details June 2024

Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group

MarshBerry served as the financial advisor to Keystone Agency Partners

Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group Buyer: Keystone Agency Partners Seller: The Paladin Group Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Keystone Agency Partners
June 2024 The Hilb Group, LLC German American Bancorp, Inc. Acquisition

The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.

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

Toggle Transaction Details June 2024

The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.

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

The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc. Buyer: The Hilb Group, LLC Seller: German American Bancorp, Inc. Closed Date: 06/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC
June 2024 Sunstar Insurance Group, LLC Blumberg & Associates, Inc. Acquisition

Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.

MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC

Toggle Transaction Details June 2024

Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.

MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC

Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Blumberg & Associates, Inc. Closed Date: 06/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
March 2024 Hub International Limited Zavitz Insurance and Wealth, Inc. Acquisition

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details March 2024

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
January 2024 Higginbotham & Associates, Inc. a Privately-Held Insurance Agency Acquisition

Higginbotham & Associates, Inc. has acquired a Privately-Held Insurance Agency 

MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.

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 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 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 Hilb Group, LLC Privately-held entities Acquisition

The Hilb Group, LLC has acquired multiple privately-held entities

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

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 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 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 
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
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