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
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
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

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
The Tax Cuts and Jobs Act: Procrastination Could Be Costly
by Brian Refici
The TCJA offers tremendous tax advantages to those looking to transfer assets or sell their firm outright. 2025 may be the…
Read More
Valuations 2024 Update: Transactions of Specialty Firms Plummet While Valuation Soars by George Bucur
Investment Banking Top 10 Today’s ViewPoint Articles of 2024 by MarshBerry
Leadership Using Peer Insights to Solve Talent and Staffing Challenges by Brooke Liu
More Perspectives

Recent Transactions

Explore MarshBerry Transactions
Explore Industry Transactions
February 2025 HUB International Limited Mayfield Insurance, Inc. HUB International Limited has acquired Mayfield Insurance, Inc.

MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†

 January 2025 Afore Insurance Services, LLC Broussard And Associates, Inc. Acquisition Afore Insurance Services, LLC has acquired Broussard And Associates, Inc.

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 January 2025 Harper the minority stake securing full independency

HARPER has acquired the minority stake securing full independency

MarshBerry served as the financial advisor to Harper Insurance

 January 2025 Epic Insurance Brokers & Consultants Ames & Gough

Epic Insurance Brokers & Consultants has acquired a book of business from Ames & Gough

MarshBerry served as the financial advisor to Epic Insurance Brokers & Consultants

 January 2025 Trucordia Rusty Healy Agency, Inc. Trucordia has acquired Rusty Healy Agency, Inc.

MarshBerry served as the financial advisor to Trucordia

 January 2025 Alera Group, Inc. Kaplansky Insurance Agency, Inc. Alera Group, Inc. has acquired Kaplansky Insurance Agency, Inc.

MarshBerry served as the financial advisor to Kaplansky Insurance Agency, Inc.†

 January 2025 Smith-Feike-Minton, Inc. Heskett Insurance Agency, Inc. Smith-Feike-Minton, Inc. has acquired Heskett Insurance Agency, Inc.

MarshBerry served as the financial advisor to Heskett Insurance Agency, Inc.†

 December 2024 OneDigital Mylo, LLC

OneDigital has acquired the Small Group Benefits assets of Mylo, LLC

MarshBerry served as the financial advisor to Mylo, LLC†

 December 2024 The GrECo Group Comergon The GrECo Group has invested in Comergon

MarshBerry served as the financial advisor to Comergon

 December 2024 Wealth Enhancement Group, LLC VanceGray Wealth Management, Inc. Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.

MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†

 Toggle Transaction Details 12/31/24 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.

MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†

 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. Buyer: Wealth Enhancement Group, LLC Seller: VanceGray Wealth Management, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.† December 2024 Arthur J. Gallagher & Co. Sheila J. Butler & Company, Inc. Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc.

MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†

 Toggle Transaction Details 12/6/24 Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc.

MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†

 Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Sheila J. Butler & Company, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.† December 2024 MFM Holding LTD Willis Owen Limited Acquisition MFM Holding LTD has acquired Willis Owen Limited

MarshBerry served as the financial advisor to Willis Owen Limited

 December 2024 Alliant Insurance Services, Inc. Union First Insurance Solutions Acquisition Alliant Insurance Services, Inc. has acquired Union First Insurance Solutions

MarshBerry served as the financial advisor to Union First Insurance Solutions†

 November 2024 HUB International Limited Global Ag Risk Solutions Acquisition HUB International Limited has acquired Global Ag Risk Solutions

MarshBerry served as the financial advisor to Hub International Limited

 Toggle Transaction Details 11/18/24 HUB International Limited has acquired Global Ag Risk Solutions

MarshBerry served as the financial advisor to Hub International Limited

 HUB International Limited has acquired Global Ag Risk Solutions Buyer: HUB International Limited Seller: Global Ag Risk Solutions MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2024 Brightstone Specialty Group DMI Insurance Services and South Valley Claims Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims

MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†

 Toggle Transaction Details 11/2024 Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims

MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†

 Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims Buyer: Brightstone Specialty Group Seller: DMI Insurance Services and South Valley Claims MarshBerry Advisory Role: MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims† November 2024 Inszone Insurance Services, Inc. The Insurance Loft Inszone Insurance Services, Inc. has acquired The Insurance Loft

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

 November 2024 The Hilb Group, LLC Louisiana-Based Business Acquisition

The Hilb Group, LLC has acquired a Louisiana-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 Toggle Transaction Details November 2024

The Hilb Group, LLC has acquired a Louisiana-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 The Hilb Group, LLC has acquired a Louisiana-Based Business Buyer: The Hilb Group, LLC Seller: Louisiana-Based Business MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC November 2024 HUB International Limited Legacy Planning Partners Acquisition HUB International Limited has acquired Legacy Planning Partners

MarshBerry served as the financial advisor to Legacy Planning Partners†

 October 2024 Signers National LLC Pennsylvania-Based Business Acquisition

Signers National LLC has acquired a Pennsylvania-Based Business

MarshBerry served as the financial advisor to the Seller

 Toggle Transaction Details October 2024

Signers National LLC has acquired a Pennsylvania-Based Business

MarshBerry served as the financial advisor to the Seller

 Signers National LLC has acquired TRX Insurance Services, Inc. Buyer: Signers National LLC Seller: TRX Insurance Services, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to TRX Insurance Services, Inc. October 2024 Connection Capital Hood Group Limited Acquisition

Connection Capital has acquired Hood Group Limited 

MarshBerry served as the financial advisor to Hood Group Limited

 Toggle Transaction Details October 2024

Connection Capital has acquired Hood Group Limited 

MarshBerry served as the financial advisor to Hood Group Limited

 Connection Capital has acquired Hood Group Limited Buyer: Connection Capital Seller: Hood Group Limited MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hood Group Limited
† Advisory services provided by MarshBerry Capital

Industry Insights

Industry insights and expert perspectives designed to help you navigate the complexities of advancing your firm at every stage of ownership.

Get The Latest Insights

Proof Is In The Numbers

#1 M&A Sell Side Advisor with 1,340+ Total Transactions Advised

(2009-2024)

$31B in advised transaction
value 2012-2024 Based on maximum earn out value for deals closed; MarshBerry advised deals through 12/31/2024.
950+ 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.
1400+ firms providing data
for benchmarking Services representing $105B+ 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.
600+ diagnostic and confirmatory due
diligence projects since 2004
300+ benefit agency
transactions since 2008 Represents more than $4.6B 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.

Talk To A MarshBerry Advisor

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact us