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.

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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

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

MarshBerry served as the financial advisor to Bearing 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.

 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.†

 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.

 January 2026 novacore logo CP Insurance Associates Acquisition Novacore has acquired CP Insurance Associates

MarshBerry served as the financial advisor to CP Insurance Associates†

 January 2026 sunstar insurance rjr faribo Acquisition Sunstar Insurance Group, LLC has acquired RJR Faribo Insurance Agency

MarshBerry served as the financial advisor to Sunstar Insurance.

 January 2026 Inszone INsurance park model home insurance Acquisition Inszone Insurance Services, LLC has acquired Park Model – Manufactured Home Insurance Services LLC

MarshBerry Served as the Financial Advisor to Park Model – Manufactured Home Insurance Services LLC.†

 January 2026 epic insurance brokers the bond exchange Acquisition

EPIC Insurance Brokers & Consultants has acquired
The Bond Exchange & Insurance Agency

MarshBerry served as the financial advisor to The Bond Exchange†

 January 2026 trucordia paradiso insurance Acquisition Trucordia Insurance Services, LLC has acquired Paradiso Financial & Insurance Services, LLC

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

 January 2026 alkeme insurance western alliance insurance Acquisition Alkeme Insurance has acquired Western Alliance Insurance Solutions

MarshBerry served as the financial advisor to Alkeme Insurance

 January 2026 Acquisition The Baldwin Group has acquired Capstone Group

MarshBerry served as the financial advisor to Capstone Group†

 January 2026 Acquisition The Baldwin Group has acquired CAC Group

MarshBerry served as the financial advisor to The Baldwin Group†

 December 2025 king risk partners ten eyck group Acquisition King Risk Partners, LLC has acquired Ten Eyck Group

MarshBerry served as the financial advisor to King Risk Partners, 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
The Death Of Personal Lines (Or Is It?)
by Keith Captain
For years, industry observers have been sounding the alarm: Personal lines is dying a digital death. Today, they’re saying…
Read More
Insurance Insurance Brokerage M&A Remains Resilient But With Signs Of Recalibration by Phil Trem
Business Planning Achieving Growth Without Selling: How to Drive Results and Stay Independent by Brooke Liu
Aggregation Modern Insurance Agencies Need More Than One Management Tool by Heath Shearon
More Perspectives

M&A YEAR IN REVIEW: NOW AVAILABLE

MarshBerry’s 2025 M&A Year in Review is now available, delivering comprehensive analysis of insurance brokerage, specialty, insurtech, and wealth trends, along with valuation benchmarks and a forward-looking 2026 outlook to help organizations make informed strategic growth decisions with confidence always.

Learn More

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.

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