Sell Side Advisory
Think MarshBerry. Think Forward.
Sell Side M&A Advisory Services
CREATING VALUE MAY BE THE MOST IMPORTANT FACTOR FOR A SUCCESSFUL BUSINESS
The decision to sell or perpetuate your agency or firm can be difficult. Knowing the buyers and finding the right fit is part of the magic at MarshBerry. You get the most experienced and #1 ranked M&A Sell-Side advisory team in the insurance industry.
MarshBerry will help you navigate the decision and the process with a balanced combination of quantitative and qualitative analysis to maximize the return on all those years of hard work.
MarshBerry Helps You:
- Understand what your firm is worth
- Assess if/when you should sell your firm
- Evaluate options to transfer ownership within your firm
- Ensure there is a plan in place after the deal
Sell Side Advisory Strategic Objectives
A well designed approach to maximize your value and achieve strategic objectives.
STRATEGY
- Acquisition Planning
- Deal Return Modeling
- Strategic Options Analysis
- Alternative Buyer
- Capital
REPRESENTATION
- Buy & Sell Side Representation
- Letter of Intent/Negotiation
EXECUTION
- Intangible Asset Allocation for GAAP
- Fairness Opinion
- Definitive Agreement
PREPARATION
- Sale Preparation Management
- Offering Memorandum Development
- Strategic Pitch Book Design
- Candidate Profile Creation
ANALYTICS
- Market Comparables/Benchmarking
- After-Tax Return Optimization
- Return and Earnings Per Share Analysis
- Agency Fair Market Valuation
POST DEAL MANAGEMENT
- Post Closing Integration
- Goodwill Impairment Testing
- Earn-Out Maximization Consultation
Quality of Earnings expertise for insurance and wealth management firms
Whether you are considering growth through acquisition or in the process of selecting a strategic partner for your firm, Quality of Earnings (QoE) review, and advisory are critical to understanding how to best optimize. Learn More.
Acquisition AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.
Toggle Transaction Details October 2024 AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc. Buyer: AssuredPartners, Inc. Seller: CoyleKiley Insurance Agency, Inc. Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc. September 2024
Acquisition Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.
Toggle Transaction Details September 2024 Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc. September 2024
Acquisition CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors
Toggle Transaction Details September 2024 CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors
CAC Group has acquired Media Guarantors Buyer: CAC Group Seller: Media Guarantors Closed Date: 09/19/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Media Guarantors September 2024
Acquisition True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC
September 2024
Acquisition Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.
Toggle Transaction Details September 2024 Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc. Buyer: Specialty Program Group LLC Seller: Professional Insurance Executives, Inc. Closed Date: 09/13/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Insurance Executives, Inc. September 2024
Acquisition South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)
Toggle Transaction Details September 2024 South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services) Buyer: South Shore Insurance Underwriters Seller: Linneman Specialty Insurance (LSI Insurance Services) Closed Date: 9/4/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services) September 2024
Acquisition Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC
Toggle Transaction Details September 2024 Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC
Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc. Buyer: Ryan Specialty Group, LLC Seller: Greenhill Underwriting Insurance Services, LLC Closed Date: 9/3/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC August 2024
Acquisition Ardonagh Advisory Broking Holdings Limited has acquired RK Henshall (Holdings) Limited MarshBerry International acted as the financial advisor to RK Henshall (Holdings) Limited
August 2024
Acquisition Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited MarshBerry International served as the financial advisor to The CI Group Holdings Limited
August 2024
Acquisition Howden has acquired Help Me Compare Group Limited (ActiveQuote)
MarshBerry served as the financial advisor to Help Me Compare Group Limited
August 2024
Acquisition IceLake Capital has invested in Certe Groep
MarshBerry International served as the financial advisor to Certe Groep
August 2024
Acquisition NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance
Toggle Transaction Details August 2024 NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance
NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance Buyer: NSM Insurance Group Seller: GIG Insurance Group and Gifford Wells Insurance Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance July 2024
Acquisition Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management
Toggle Transaction Details July 2024 Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management
Prime Pensions, Inc. has acquired Valley Forge Pension Management Buyer: Prime Pensions, Inc. Seller: Valley Forge Pension Management Closed Date: 07/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Valley Forge Pension Management July 2024
Acquisition IMA Financial Group has acquired FC Capital Partners and Related Subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners
Toggle Transaction Details July 2024 IMA Financial Group has acquired FC Capital Partners and Related Subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners
IMA Financial Group has acquired FC Capital Partners and related subsidiaries Buyer: IMA Financial Group Seller: FC Capital Partners Closed Date: 07/02/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FC Capital Partners July 2024 
Acquisition Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers
Toggle Transaction Details July 2024 Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers
Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers Buyer: Specialty Program Group LLC Seller: Commercial Sector Insurance Brokers Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers July 2024
Acquisition Hub International Limited has acquired McClements Insurance Services, LLC
MarshBerry served as the financial advisor to McClements Insurance Services, LLC
Toggle Transaction Details July 2024 Hub International Limited has acquired McClements Insurance Services, LLC
MarshBerry served as the financial advisor to McClements Insurance Services, LLC
Hub International Limited has acquired McClements Insurance Services, LLC Buyer: Hub International Limited Seller: McClements Insurance Services, LLC Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to McClements Insurance Services, LLC July 2024 
Acquisition Hub International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.
Toggle Transaction Details July 2024 Hub International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.
Hub International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc. Buyer: Hub International Limited Seller: Integrated Benefits Group Insurance Brokerage, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc. June 2024
Acquisition Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.
MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.
Toggle Transaction Details June 2024 Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.
MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.
Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Cornerstone Commercial & Personal Insurance Services, Inc. Closed Date: 06/28/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc. June 2024 
Acquisition Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC
MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC
Toggle Transaction Details June 2024 Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC
MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC
Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC Buyer: Arthur J. Gallagher & Co. Seller: OperationsInc, LLC & The HR Roundtable, LLC Closed Date: 06/21/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC June 2024 
Acquisition Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM.
Toggle Transaction Details June 2024 Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM.
Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc. Buyer: Hub International Limited Seller: Combined HCM Closed Date: 06/04/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Combined HCM