For all Stages of Ownership – Think MarshBerry
Learn, Improve, and Realize
Your Firm’s Fullest Potential
- M&A Advisory & Debt & Equity Capital Raising
- Business Consulting to Accelerate Growth
- Proprietary and cumulative Market Intelligence
- Member-based Executive Peer Exchange
- FirstChoice: More than an aggregation network
Wealth advisory M&A deal volume in 2024 on track to challenge previous deal count record.
Market Intelligence
View More Market and business insights that help guide your firm. View MoreRecent Transactions
July 2024 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition
Acquisition Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management
Toggle Transaction Details July 2024 Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management
Prime Pensions, Inc. has acquired Valley Forge Pension Management Buyer: Prime Pensions, Inc. Seller: Valley Forge Pension Management Closed Date: 07/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Valley Forge Pension Management July 2024 Acquisition Novatae Risk Group, LLC has acquired Denali Specialty Group
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
Toggle Transaction Details July 2024 Novatae Risk Group, LLC has acquired Denali Specialty Group
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
Novatae Risk Group, LLC has acquired Denali Specialty Group Buyer: Novatae Risk Group, LLC Seller: Denali Specialty Group Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Novatae Risk Group, LLC July 2024 Acquisition IMA Financial Group has acquired FC Capital Partners and related subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners
Toggle Transaction Details July 2024 IMA Financial Group has acquired FC Capital Partners and related subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners
IMA Financial Group has acquired FC Capital Partners and related subsidiaries Buyer: IMA Financial Group Seller: FC Capital Partners Closed Date: 07/02/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FC Capital Partners July 2024 Acquisition Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Toggle Transaction Details July 2024 Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Renasant Insurance, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC July 2024 Acquisition Hub International Limited has acquired Swanson Insurance Agency
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details July 2024 Hub International Limited has acquired Swanson Insurance Agency
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Swanson Insurance Agency Buyer: Hub International Limited Seller: Swanson Insurance Agency Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited July 2024 Acquisition Specialty Program Group, LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers
Toggle Transaction Details July 2024 Specialty Program Group, LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers
Specialty Program Group, LLC has acquired Commercial Sector Insurance Brokers Buyer: Specialty Program Group, LLC Seller: Commercial Sector Insurance Brokers Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers July 2024 Acquisition Hub International Limited has acquired McClements Insurance Services, LLC
MarshBerry served as the financial advisor to McClements Insurance Services, LLC
Toggle Transaction Details July 2024 Hub International Limited has acquired McClements Insurance Services, LLC
MarshBerry served as the financial advisor to McClements Insurance Services, LLC
Hub International Limited has acquired McClements Insurance Services, LLC Buyer: Hub International Limited Seller: McClements Insurance Services, LLC Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to McClements Insurance Services, LLC July 2024 Acquisition Hub International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.
Toggle Transaction Details July 2024 Hub International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.
Hub International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc. Buyer: Hub International Limited Seller: Integrated Benefits Group Insurance Brokerage, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc. June 2024 Acquisition Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.
MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.
Toggle Transaction Details June 2024 Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.
MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.
Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Cornerstone Commercial & Personal Insurance Services, Inc. Closed Date: 06/28/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc. June 2024 Acquisition Beyond Risk has acquired Agricultural Insurance Management Services
MarshBerry served as the financial advisor to Agricultural Insurance Management Services
Toggle Transaction Details June 2024 Beyond Risk has acquired Agricultural Insurance Management Services
MarshBerry served as the financial advisor to Agricultural Insurance Management Services
Beyond Risk has acquired Agricultural Insurance Management Services Buyer: Beyond Risk Seller: Agricultural Insurance Management Services Closed Date: 6/28/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Agricultural Insurance Management Services June 2024 Acquisition PCF Insurance Services has acquired Roseberry Insurance Agency
MarshBerry served as the financial advisor to PCF Insurance Services
Toggle Transaction Details June 2024 PCF Insurance Services has acquired Roseberry Insurance Agency
MarshBerry served as the financial advisor to PCF Insurance Services
PCF Insurance Services has acquired Roseberry Insurance Agency Buyer: PCF Insurance Services Seller: Roseberry Insurance Agency Closed Date: 06/24/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services June 2024 Acquisition Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC
MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC
Toggle Transaction Details June 2024 Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC
MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC
Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC Buyer: Arthur J. Gallagher & Co. Seller: OperationsInc, LLC & The HR Roundtable, LLC Closed Date: 06/21/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC June 2024 Acquisition Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM.
Toggle Transaction Details June 2024 Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM.
Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc. Buyer: Hub International Limited Seller: Combined HCM Closed Date: 06/04/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Combined HCM June 2024 Acquisition Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Toggle Transaction Details June 2024 Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group Buyer: Keystone Agency Partners Seller: The Paladin Group Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Keystone Agency Partners June 2024 Acquisition The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details June 2024 The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc. Buyer: The Hilb Group, LLC Seller: German American Bancorp, Inc. Closed Date: 06/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC June 2024 Acquisition Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance
Toggle Transaction Details June 2024 Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance
Amerilife has acquired Succession Capital Alliance Buyer: Amerilife Seller: Succession Capital Alliance Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Succession Capital Alliance June 2024 Acquisition Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Toggle Transaction Details June 2024 Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Blumberg & Associates, Inc. Closed Date: 06/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC May 2024 Acquisition Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC
Toggle Transaction Details May 2024 Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC May 2024 Acquisition Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services
Toggle Transaction Details May 2024 Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services
Hub International Limited has acquired Merriwether & Williams Insurance Services Buyer: Hub International Limited Seller: Merriwether & Williams Insurance Services Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services April 2024 Acquisition bswift has acquired Davis & Company
MarshBerry served as the financial advisor to Davis & Company
Toggle Transaction Details April 2024 bswift has acquired Davis & Company
MarshBerry served as the financial advisor to Davis & Company
bswift has acquired Davis & Company Buyer: bswift Seller: Davis & Company Closed Date: 4/12/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Davis & CompanyProof is in the Numbers
#1 M&A Sell Side Advisor with 1,300+ total transactions advised (2009-2023)
Based on maximum earn out value for deals closed; MarshBerry advised deals through 12/31/2023.
As identified by the 100 largest brokers of U.S. business as identified by Business Insurance.
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 side and sell side transactions in the United States as reported by S&P Global Market Intelligence (1999 -2023).
Services representing more than $58B 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.
Represents more than $4.1B 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.