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
April 2025 Arthur J. Gallagher & Co. Imbs Holdings, Inc. Acquisition Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
March 2025 HUB International Limited Meyer & Rosenbaum, Inc. Acquisition HUB International Limited has acquired Meyer & Rosenbaum, Inc.

MarshBerry served as the financial advisor to HUB International Limited
March 2025 HUB International Limited Employee Benefit Associates, Inc. Acquisition HUB International Limited has acquired Employee Benefit Associates, Inc.

MarshBerry served as the financial advisor to HUB International Limited
March 2025 King Risk Partners, LLC a Kentucky-Based Business Acquisition King Risk Partners, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to King Risk Partners, LLC
† Advisory services provided by MarshBerry Capital

Q1 2025 M&A Trends: Wealth Advisory Market Update

M&A activity in the wealth advisory space carried over momentum from a strong 2024 with the highest number of announced deals in a first quarter on record. As expected, private equity buyers led the way.

Download Market Update

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