North America
Think MarshBerry
North America

Your Trusted Advisor In The Insurance Brokerage & Wealth Management Industries

Learn, Improve, and Realize

Your Firm’s Fullest Potential

Featured photo for Q3 2024 Wealth Advisory Market Update
The final stretch of 2024: wealth advisory deal making, a presidential election and taxes.
has acquired
has invested in
has merged with
October 2024 Inszone Insurance Services, Inc. San Antonio Insurance Services 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 AssuredPartners, Inc. CoyleKiley Insurance Agency, Inc. 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 Marshall & Sterling, Inc. FitzGibbons Agency LLC 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 Cerity Partners, LLC Strategic Benefit Consultants, Inc.  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 RS Insurance Brokers Limited

PIB Group Limited has acquired RS Insurance Brokers Limited

MarshBerry International served as the financial advisor to RS Insurance Brokers Limited

September 2024 CAC Group Media Guarantors 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 True North Advisors, LLC Clear Rock Advisors, LLC Acquisition

True North Advisors, LLC has acquired Clear Rock Advisors, LLC 

MarshBerry served as the financial advisor to Clear Rock Advisors, LLC

September 2024 Specialty Program Group LLC Professional Insurance Executives, Inc. 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 Afore Insurance Services, LLC

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 South Shore Insurance Underwriters Linneman Specialty Insurance (LSI Insurance Services) 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 Ryan Specialty Group, LLC Greenhill Underwriting Insurance Services, LLC 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 Specialist Risk Group Capulus Acquisition

Specialist Risk Group has acquired Capulus

MarshBerry International served as the financial advisor to Capulus

August 2024 Ardonagh Advisory Broking Holdings Limited  RK Henshall (Holdings) Limited 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 Brown & Brown Retail Holdco (Europe) Limited The CI Group Holdings Limited 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 Howden Help Me Compare Group Limited (Active Quote) Acquisition

Howden has acquired Help Me Compare Group Limited (ActiveQuote)

MarshBerry served as the financial advisor to Help Me Compare Group Limited

August 2024 IceLake Capital Certe Groep Acquisition

IceLake Capital has invested in Certe Groep

MarshBerry International served as the financial advisor to Certe Groep

August 2024 PCF Insurance Services Asset Insurance Agency, LLC

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 NSM Insurance Group GIG Insurance Group and Gifford Wells Insurance 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 Prime Pensions, Inc. Valley Forge Pension Management 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 Novatae Risk Group, LLC Denali Specialty Group 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

Proof is in the Numbers

#1 M&A Sell Side Advisor with 1,300+ total transactions advised (2009-2023)

View More
2012-2023
$28
B
In advised transaction value
View More
SINCE 1995
860
+
M&A Top 100 Transactions
View More
25
%
of Total Advised & Tracked M&A Deal Flow
View More
1100
+
Firms providing data for benchmarking
SINCE 2004
565
+
Diagnostic and confirmatory due diligence projects
View More
SINCE 2008
280
+
Benefit Agency Transactions

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.