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.

Investment Banking Services
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.

Business Planning Solutions
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.

Agency Network Information
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.

Leadership Offerings
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.

Sales Solutions
Talent Search & Recruitment Talent Development Talent Institute

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

Talent Services

Recent Transactions

Explore MarshBerry Transactions
Explore Industry Transactions
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†

 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 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 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

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

MarshBerry served as the financial advisor to The Richards Group†

 December 2025 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 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 alkeme insurance health connect insurance agency Acquisition Alkeme Insurance has acquired Health Connect Insurance Agency

MarshBerry served as the financial advisor to Health Connect Insurance Agency†

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

MarshBerry served as the financial advisor to Hamilton Insurance Agency†

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

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

 December 2025 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 Acquisition

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

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Acquisition

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

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 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 has acquired a Manitoba, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

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

MarshBerry served as the financial advisor to Trucordia 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.

M&A
Scale, Technology, And Capital Drive The Next Phase Of Wealth M&A
by Kim Kovalski and John Orsini
As AI investment and infrastructure demands rise, founders face growing pressure to partner, with Q1 2026 deal activity…
Read More
M&A Q1 2026 M&A Trends: U.S. Wealth Market Update
Insurance Déjà Vu All Over Again: Insurance Brokerage M&A In Q1 2026 by Phil Trem
M&A Q1 2026 M&A Trends: U.S. Retail Market Update
More Perspectives

Q1 2026 M&A Trends: U.S. Wealth Market Update

Scale, technology and private capital are accelerating consolidation across wealth management. Q1 2026 delivered a record 94 transactions as founders seek strategic partners to invest in AI, infrastructure and long‑term durability. Explore the trends, top buyers and notable deals shaping today’s Wealth M&A market.

Download Report

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