M&A Advisory Capital Advisory 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.

Investment Banking Services
Due Diligence Quality of Earnings

MarshBerry delivers comprehensive due diligence and rigorous Quality of Earnings analysis that empowers smarter decisions and minimizes risk. A data-driven approach validates financial performance, reveals hidden opportunities, and provides actionable insights—so each negotiation is approached thoughtfully, with a consistent focus on achieving successful outcomes.

Valuations & Opinions Strategic Consulting Sales & Leadership Perpetuation Planning

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.

Consulting Solutions
Connect 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.

Data & Analytics Proprietary & Custom Analytics Surveys & Assessments

MarshBerry turns proprietary data and market intelligence into actionable strategies that fuel growth and profitability. Through advanced analytics, tailored research, and forward-looking thought leadership, firms are empowered to benchmark performance, uncover opportunities, and stay ahead of disruption.

Recent Transactions

Explore MarshBerry Transactions
Explore Industry Transactions
June 2026 Parallel Advisors, LLC has acquired Eaton Financial Group

MarshBerry served as financial advisor to Eaton Financial Group†

 June 2026 alkeme insurance marshberry logo Alkeme Insurance has acquired Blue Sky Insurance Agency

MarshBerry served as the financial advisor to Blue Sky Insurance Agency.†

 May 2026 Hilb Group The Hilb Group, LLC has acquired a Kentucky-Based Business

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

 May 2026 sunstar insurance Sunstar Insurance Group, LLC has acquired Thomas Harrison & Associates Insurance

MarshBerry served as financial advisor to Sunstar Insurance Group, LLC

 May 2026 king risk partners King Risk Partners, LLC has acquired The Roberts Agency

MarshBerry served as financial advisor to King Risk Partners, LLC

 May 2026 higginbotham mcgohan brabender Acquisition Higginbotham Insurance Agency, Inc. has acquired McGohan Brabender, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

 May 2026 Sequel Insurance Agencies/SIAA has acquired Paris-Kirwan Associates, Inc.

MarshBerry served as the financial advisor to Paris-Kirwan Associates, Inc.†

 May 2026 broadstreet partners bearing insurance Acquisition BroadStreet Partners Group, LLC has acquired Bearing Insurance Group, LLC

MarshBerry served as the financial advisor to Bearing Insurance.†

 May 2026 hub international johannesen farrar Acquisition HUB International Limited has acquired Johannesen Farrar Insurance

MarshBerry served as the financial advisor to Johannesen Farrar Insurance.†

 April 2026 keystone agency partners titan risk solutions Acquisition Keystone Agency Partners has acquired Titan Risk Solutions

MarshBerry served as the financial advisor to Keystone Agency Partners.

 April 2026 higginbotham Acquisition Higginbotham Insurance Agency, Inc. has acquired Harmon Dennis Bradshaw, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

 April 2026 bluespring wealth synthesis wealth Acquisition Bluespring Wealth Partners LLC has acquired Synthesis Wealth Planning

MarshBerry served as the financial advisor to Synthesis Wealth Planning†

 March 2026 Inszone INsurance legacy insurance partners Acquisition Inszone Insurance Services, LLC has acquired Legacy Partners II, LLC

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

 March 2026 Inszone INsurance taylor insurance agency Acquisition Inszone Insurance Services, LLC has acquired Taylor Insurance Agency

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

 March 2026 trucordia JJL&W Insurance 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.†

 March 2026 alkeme insurance Alkeme Insurance has acquired LG Insurance Agency

MarshBerry served as the financial advisor to Alkeme Insurance.

 February 2026 vistria group lumen risk Acquisition The Vistria Group, LP has acquired Lumen Holdings, LLC

MarshBerry served as the financial advisor to The Vistria Group, LP

 February 2026 Hilb Group 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 revau triad oilfield Acquisition Revau has acquired Triad Oilfield Underwriters

MarshBerry served as the financial advisor to Triad Oilfield Underwriters†

 February 2026 Inszone INsurance mena insurance Acquisition Inszone Insurance Services, LLC has acquired Mena Insurance Agency, Inc.

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

AI/Technology
AI Needs To Move From Adoption To Integration
by Brian Refici
AI is shifting from being a competitive advantage to a business necessity. While adoption has become widespread, most firms…
Read More
M&A Wealth Management M&A: Demand Remains Strong As Firms Race For Scale by John Orsini
Q2 2026 M&A Trends: U.S. Wealth Market Update
Insurance Risk Taking And The Evolution Of The Specialty Market by George Bucur
More Perspectives

Q2 2026 M&A Trends: U.S. Wealth Market Update

Wealth management firms are pursuing strategic partnerships earlier than ever to accelerate growth, expand capabilities, and achieve greater scale. Discover why M&A demand remains strong and how leading firms are positioning themselves for long-term success beyond traditional succession planning.

Download Report
q2-2026-ma-us-wealth-left
q2-2026-ma-us-wealth-right

Proof Is In The Numbers

#1 M&A Sell Side Advisor with 1,460+ Total Transactions Advised

(2009-2025)

$35B in advised transaction
value 2012-2025 Based on maximum earn out value for deals closed; MarshBerry advised deals through 12/31/2025.
1,050 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.
1700+ firms providing data
for benchmarking Services representing $110B+ 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.
650+ diagnostic and confirmatory due
diligence projects since 2004
310+ benefit agency
transactions since 2008 Represents more than $4.8B of transaction value since 2008. Transaction value based on realistic earn out value for deals closed 1/1/2008 through 12/31/2025 in which MarshBerry was the advisor.

Talk To A MarshBerry Advisor

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.

Contact us