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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.

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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.

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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.

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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.

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Finding good talent is tough. MarshBerry offers a full suite of recruiting, training and development solutions for insurance agencies and brokerage firms.

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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

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March 2025 Novatae Risk Group, LLC AJAX Specialty Insurance Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

 February 2025 Composition Wealth, LLC Vinoble Group Acquisition Composition Wealth, LLC has acquired Vinoble Group

MarshBerry served as the financial advisor to Vinoble Group†

 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 Alera Group, Inc. The Insurance Center Acquisition Alera Group, Inc. has acquired The Insurance Center

MarshBerry served as the financial advisor to The Insurance Center†

 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
† Advisory services provided by MarshBerry Capital

New WayPoint Edition

No one has a crystal ball to accurately predict the direction that the U.S. economy, the stock market or the insurance agency and brokerage industry will take in 2025 and beyond.

Read the Latest Edition

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.

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