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The final stretch of 2024: wealth advisory deal making, a presidential election and taxes.
Market Intelligence
View More Market and business insights that help guide your firm. View MoreRecent Transactions
October 2024 
Acquisition Inszone Insurance Services, Inc. has acquired San Antonio Insurance Services Inszone Insurance Services, Inc. has acquired San Antonio Insurance Services 
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Acquisition Ardonagh Advisory Broking Holdings Limited has acquired RK Henshall (Holdings) Limited 
Acquisition Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited 
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Acquisition Inszone Insurance Services, Inc. has acquired San Antonio Insurance Services MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details 10/10/2024 Inszone Insurance Services, Inc. has acquired San Antonio Insurance Services MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. Has Acquired San Antonio Insurance Services Buyer: Inszone Insurance Services, Inc. Seller: San Antonio Insurance Services MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. October 2024 Acquisition AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.
Toggle Transaction Details October 2024 AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc. Buyer: AssuredPartners, Inc. Seller: CoyleKiley Insurance Agency, Inc. Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc. October 2024 Acquisition Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC
Toggle Transaction Details October 2024 Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC Buyer: Marshall & Sterling, Inc. Seller: FitzGibbons Agency LLC Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FitzGibbons Agency LLC September 2024 Acquisition Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.
Toggle Transaction Details September 2024 Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc. September 2024 PIB Group Limited has acquired RS Insurance Brokers Limited
MarshBerry International served as the financial advisor to RS Insurance Brokers Limited
September 2024 Acquisition CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors
Toggle Transaction Details September 2024 CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors
CAC Group has acquired Media Guarantors Buyer: CAC Group Seller: Media Guarantors Closed Date: 09/19/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Media Guarantors September 2024 Acquisition True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC
September 2024 Acquisition Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.
Toggle Transaction Details September 2024 Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc. Buyer: Specialty Program Group LLC Seller: Professional Insurance Executives, Inc. Closed Date: 09/13/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Insurance Executives, Inc. September 2024 Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Toggle Transaction Details September 2024 Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC Buyer: Culpeper Insurance Partners, LLC Seller: Afore Insurance Services, LLC Closed Date: 9/6/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC September 2024 Acquisition South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)
Toggle Transaction Details September 2024 South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services) Buyer: South Shore Insurance Underwriters Seller: Linneman Specialty Insurance (LSI Insurance Services) Closed Date: 9/4/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services) September 2024 Acquisition Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC
Toggle Transaction Details September 2024 Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC
Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc. Buyer: Ryan Specialty Group, LLC Seller: Greenhill Underwriting Insurance Services, LLC Closed Date: 9/3/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC September 2024 Acquisition Specialist Risk Group has acquired Capulus
MarshBerry International served as the financial advisor to Capulus
August 2024 Acquisition Ardonagh Advisory Broking Holdings Limited has acquired RK Henshall (Holdings) Limited MarshBerry International acted as the financial advisor to RK Henshall (Holdings) Limited
August 2024 Acquisition Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited MarshBerry International served as the financial advisor to The CI Group Holdings Limited
August 2024 Acquisition Howden has acquired Help Me Compare Group Limited (ActiveQuote)
MarshBerry served as the financial advisor to Help Me Compare Group Limited
August 2024 Acquisition IceLake Capital has invested in Certe Groep
MarshBerry International served as the financial advisor to Certe Groep
August 2024 PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
Toggle Transaction Details August 2024 PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
PCF Insurance Services has acquired Asset Insurance Agency, LLC Buyer: PCF Insurance Services Seller: Asset Insurance Agency, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services August 2024 Acquisition NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance
Toggle Transaction Details August 2024 NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance
NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance Buyer: NSM Insurance Group Seller: GIG Insurance Group and Gifford Wells Insurance Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance July 2024 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, LLCProof 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.