Capital Markets M&A Advisory Services Recent Transactions

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Recent Transactions

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

MarshBerry served as the financial advisor to CP Insurance Associates†

 January 2026 EPIC Insurance Brokers & Consultants The Bond Exchange & Insurance Agency Acquisition

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

MarshBerry served as the financial advisor to The Bond Exchange†

 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 Trucordia Insurance Services, LLC. Florida Insurance, Inc. Trucordia Insurance Services, LLC. has acquired Florida Insurance, Inc.

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

Investment Banking
C Corp vs. S Corp: How Corporate Structure Can Silently Erode (or Boost) Value in M&A
by Kyle Hoeft
Few decisions in business feel as mundane – and are as consequential – as corporate structure. For many business owners,…
Read More
Business Planning From Vision to Action: How Strategic Planning Drives Agency Growth by Christine Marciano
M&A 2025 M&A Trends for Specialty Intermediaries: Rebounding Deal Volumes and Rising Valuations by Pete Kampf
Wealth Management U.S. Wealth Management Opens 2026 On Record Momentum by John Orsini
More Perspectives

TECHNOLOGY & GOVERNANCE REPORT FOR INSURANCE DISTRIBUTION LEADERS: NOW AVAILABLE

Gain data-driven insights on technology, AI, governance, and succession to scale profitably, reduce risk, and strengthen enterprise value with the inaugural MarshBerry Technology & Governance Report for insurance distribution leaders nationwide.

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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.

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