Capital Markets M&A Advisory Services Recent Transactions

MarshBerry’s investment banking services offer a customized solution created from a variety of providers and investment bankers, such as private equity investors, family offices, public and private pension funds, traditional bank and debt lenders, and non-bank financial institutions that are all a part of MarshBerry Capital Raising Solutions.

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Strategic Planning Perpetuation Planning Valuations

MarshBerry’s business planning and consulting services can help insurance companies and wealth management firms increase organic growth, profit, and value throughout all stages of ownership.

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Education Technology & Resources Market Access About FirstChoice

FirstChoice, a MarshBerry Company, is geared toward owners of insurance agencies that are invested in their talent, comfortable making challenging decisions, want to develop and work toward a strategic plan and applies agility and empowerment.

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Executive Peer Membership Executive Development VI Portal

Leadership development is critical at any stage of your business. Whether you are looking to gain knowledge from peers or are looking to train and coach the next generation of leadership, MarshBerry offers leadership solutions to fit your needs.

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Producer Academy Producer Benchmarking

Sales leaders often state foundational selling skills as the most important focus area to grow their business. In order for producers to gain confidence and have a differentiation of skills, investing in insurance producer training can help them achieve their goals.

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Finding good talent is tough. MarshBerry offers a full suite of recruiting, training and development solutions for insurance agencies and brokerage firms.

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Recent Transactions

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January 2026 The Baldwin Group Capstone Group Acquisition The Baldwin Group has acquired Capstone Group

MarshBerry served as the financial advisor to Capstone Group†

 January 2026 The Baldwin Group CAC Group Acquisition The Baldwin Group has acquired CAC Group

MarshBerry served as the financial advisor to The Baldwin Group†

 December 2025 IMA Financial Group, Inc. The Richards Group Acquisition IMA Financial Group, Inc. has acquired The Richards Group

MarshBerry served as the financial advisor to The Richards Group†

 December 2025 Mercer Global Advisors Inc. Long Run Wealth Advisors, LLC Acquisition Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC

MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†

 December 2025 NFP Property & Casualty Services, Inc. Hamilton Insurance Agency Acquisition NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency

MarshBerry served as the financial advisor to Hamilton Insurance Agency†

 December 2025 Mercer Global Advisors Inc. Glass Jacobson Wealth Advisors Acquisition Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors

MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†

 December 2025 Scali Insurance Group Cowell James Forge Insurance Group Acquisition Scali Insurance Group has acquired Cowell James Forge Insurance Group

MarshBerry served as the financial advisor to Cowell James Forge Insurance Group†

 December 2025 Marsh & McLennan Agency, LLC IC International Acquisition

Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Marsh & McLennan Agency, LLC Pyramid Insurance Centre Acquisition

Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Marsh & McLennan Agency, LLC. Atlas Insurance Agency Acquisition

Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 HUB International Limited a Manitoba, Canada-Based Business HUB International Limited has acquired a Manitoba, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 December 2025 Trucordia Insurance Services, LLC. Global Financial & Insurance Services, Inc. Acquisition Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 December 2025 The Hilb Group, LLC a Michigan-Based Business Acquisition The Hilb Group, LLC has acquired a Michigan-Based Business

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

 November 2025 Balance Partners, LLC Vilage & Company, LLC. and CURE Program Administrator, LLC Acquisition Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC

MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†

 November 2025 King Risk Partners, LLC Stuart Surles Insurance & Realty Acquisition King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty

MarshBerry served as the financial advisor to King Risk Partners, LLC

 November 2025 Trucordia Insurance Services, LLC. Breezy Seguros Acquisition Trucordia Insurance Services, LLC. has acquired Breezy Seguros

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 November 2025 Afore Insurance Services, LLC Salzberg Insurance Agency Acquisition Afore Insurance Services, LLC has acquired Salzberg Insurance Agency

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 November 2025 World Insurance Associates, LLC an Indiana-Based Business Acquisition World Insurance Associates, LLC has acquired an Indiana-Based Business

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 November 2025 Wright Flood, a wholly owned subsidiary of Brown & Brown Poulton Associates, LLC Acquisition Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC

MarshBerry served as the financial advisor to Poulton Associates, LLC†

 November 2025 Alliant Insurance Services Highpoint Insurance Group Acquisition Alliant Insurance Services has acquired Highpoint Insurance Group

MarshBerry served as the financial advisor to Highpoint Insurance Group†
† Advisory services provided by MarshBerry Capital

Market Intelligence

Industry insights and expert perspectives designed to help you navigate the complexities of advancing your firm at every stage of ownership.

Data & Analytics
The “Moneyball” Data-Driven Approach to Producer Development
by Eric Kuhen
More and more, across every business sector, data is driving decision making. And the insurance industry is not immune. The…
Read More
Q4 2025 M&A Trends: U.S. Specialty Market Update
Aggregation From Hire to High Performer: Smart Ways to Hire, Train, and Retain by Diane Wagner and Bryan Lake
Investment Banking C Corp vs. S Corp: How Corporate Structure Can Silently Erode (or Boost) Value in M&A by Kyle Hoeft
More Perspectives

Q4 2025 M&A Trends: U.S. Wealth Market Update

The final quarter of 2025 saw wealth management dealmaking maintain its blistering pace. Private equity-backed consolidators continued to dominate, while mid-sized firms raced to secure competitive positioning in an increasingly crowded market.

Download Update

Proof Is In The Numbers

#1 M&A Sell Side Advisor with 1,340+ Total Transactions Advised

(2009-2024)

$31B in advised transaction
value 2012-2024 Based on maximum earn out value for deals closed; MarshBerry advised deals through 12/31/2024.
950+ M&A top 100 transactions
since 1995 As identified by the 100 largest brokers of U.S. business as identified by Business Insurance.
25% of total advised & tracked
M&A deal flow 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 and sell side insurance brokerage transactions in the U.S. only as reported by S&P Global Market Intelligence.
1400+ firms providing data
for benchmarking Services representing $105B+ 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.
600+ diagnostic and confirmatory due
diligence projects since 2004
300+ benefit agency
transactions since 2008 Represents more than $4.6B 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.

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MarshBerry’s team of advisors are thought leaders and experts in the investment banking and consulting. No matter what your needs are, they have the understanding to craft a personalized solution.

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