For all Stages of Ownership – Think MarshBerry
Learn, Improve, and Realize
Your Firm’s Fullest Potential
- M&A Advisory & Debt & Equity Capital Raising
- Business Consulting to Accelerate Growth
- Proprietary and cumulative Market Intelligence
- Member-based Executive Peer Exchange
- FirstChoice: More than an aggregation network
Read the latest edition of WayPoint where the Focused Insights highlights options when selling your business.
Market Intelligence
View More Market and business insights that help guide your firm. View MoreRecent Acquisition Transactions
June 2024 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Merger Hg Capital has invested in induver and Clover 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition
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 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 Acquisition Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance
Toggle Transaction Details June 2024 Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance
Amerilife has acquired Succession Capital Alliance Buyer: Amerilife Seller: Succession Capital Alliance Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Succession Capital Alliance May 2024 Acquisition Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC
Toggle Transaction Details May 2024 Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC May 2024 Acquisition Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services
Toggle Transaction Details May 2024 Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services
Hub International Limited has acquired Merriwether & Williams Insurance Services Buyer: Hub International Limited Seller: Merriwether & Williams Insurance Services Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services April 2024 Acquisition bswift has acquired Davis & Company
MarshBerry served as the financial advisor to Davis & Company
Toggle Transaction Details April 2024 bswift has acquired Davis & Company
MarshBerry served as the financial advisor to Davis & Company
bswift has acquired Davis & Company Buyer: bswift Seller: Davis & Company Closed Date: 4/12/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Davis & Company April 2024 Acquisition Hub International Limited has acquired Sale Insurance Agency, Inc.
MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.
Toggle Transaction Details April 2024 Hub International Limited has acquired Sale Insurance Agency, Inc.
MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.
Hub International Limited has acquired Sale Insurance Agency, Inc. Buyer: Hub International Limited Seller: Sale Insurance Agency, Inc. Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sale Insurance Agency, Inc. April 2024 Acquisition Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC
MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC
Toggle Transaction Details April 2024 Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC
MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC
Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC Buyer: Higginbotham & Associates, Inc. Seller: Eagan Insurance Agency, LLC Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC April 2024 Acquisition Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.
MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.
Toggle Transaction Details April 2024 Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.
MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.
Alera Group, Inc. has acquired HealthSure Insurance Services, Inc. Buyer: Alera Group, Inc. Seller: HealthSure Insurance Services, Inc. Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc. April 2024 Acquisition Alkeme Insurance has acquired Ralph Weiner & Associates, LLC
MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC
Toggle Transaction Details April 2024 Alkeme Insurance has acquired Ralph Weiner & Associates, LLC
MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC
Alkeme Insurance has acquired Ralph Weiner & Associates, LLC Buyer: Alkeme Insurance Seller: Ralph Weiner & Associates, LLC Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC March 2024 Acquisition Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry International acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024 Merger Hg Capital has invested in induver and Clover MarshBerry International served as the financial advisor to induver
March 2024 Acquisition High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.
MarshBerry served as the financial advisor to Hoaster Gebhard & Co.
Toggle Transaction Details March 2024 High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.
MarshBerry served as the financial advisor to Hoaster Gebhard & Co.
High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co. Buyer: High Street Insurance Partners, Inc. Seller: Hoaster Gebhard & Co. Closed Date: 03/07/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hoaster Gebhard & Co. March 2024 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 March 2024 Acquisition Marsh & McLennan Agency, LLC has acquired Querbes & Nelson
MarshBerry served as the financial advisor to Querbes & Nelson
Toggle Transaction Details March 2024 Marsh & McLennan Agency, LLC has acquired Querbes & Nelson
MarshBerry served as the financial advisor to Querbes & Nelson
Marsh & McLennan Agency, LLC has acquired Querbes & Nelson Buyer: Marsh & McLennan Agency, LLC Seller: Querbes & Nelson Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Querbes & Nelson March 2024 Acquisition Marsh & McLennan Agency, LLC has acquired Louisiana Companies
MarshBerry served as the financial advisor for Louisiana Companies
Toggle Transaction Details March 2024 Marsh & McLennan Agency, LLC has acquired Louisiana Companies
MarshBerry served as the financial advisor for Louisiana Companies
Marsh & McLennan Agency, LLC has acquired Louisiana Companies Buyer: Marsh & McLennan Agency, LLC Seller: Louisiana Companies Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor for Louisiana Companies March 2024 Acquisition AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.
MarshBerry served as a financial advisor to BRP Group, Inc.
Toggle Transaction Details March 2024 AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.
MarshBerry served as a financial advisor to BRP Group, Inc.
AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc. Buyer: AmWINS Group, Inc. Seller: BRP Group, Inc. Closed Date: 03/01/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to BRP Group, Inc. January 2024 Acquisition Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency
Toggle Transaction Details January 2024 Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency
Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: John Galt Insurance Agency Closed Date: 01/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to John Galt Insurance Agency January 2024 Acquisition Higginbotham & Associates, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.
January 2024 Acquisition Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC
Toggle Transaction Details January 2024 Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC
Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: OregonProof is in the Numbers
#1 M&A Sell Side Advisor with 1,300+ total transactions advised (2009-2023)
Based on maximum earn out value for deals closed; MarshBerry advised deals through 12/31/2023.
As identified by the 100 largest brokers of U.S. business as identified by Business Insurance.
These totals include certain transactions completed by Marsh, Berry & Company, LLC. professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, LLC. Total completed buy side and sell side transactions in the United States as reported by S&P Global Market Intelligence (1999 -2023).
Services representing more than $58B in premium volume. There may be some duplication in the number of firms counted as certain firms subscribe to and/or provide data for multiple benchmarking services.
Represents more than $4.1B of transaction value since 2008. Transaction value based on realistic earn out value for deals closed 1/1/2008 through 12/31/2023 in which MarshBerry was the advisor.