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Investment management and advisory businesses attract interest from both domestic and overseas buyers.
Recent Transactions
December 2024 
Acquisition MFM Holding LTD has acquired Willis Owen Limited United Kingdom 
Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited United Kingdom 
Connection Capital & Management (MBO) has acquired Hood Group Limited United Kingdom 
PIB Group Limited has acquired RS Insurance Brokers Limited United Kingdom 
Acquisition 
Acquisition 
Acquisition 
Acquisition Ardonagh Advisory Broking Holdings Limited has acquired RK Henshall (Holdings) Limited United Kingdom 
Acquisition IceLake Capital has invested in Certe Groep The Netherlands 
Acquisition 
Hg Capital has invested in induver and Clover Belgium 
Acquisition 
Acquisition Brown & Brown has acquired Berkeley Insurance Group United Kingdom 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition 
Acquisition
Acquisition MFM Holding LTD has acquired Willis Owen Limited United Kingdom MarshBerry served as the financial advisor to Willis Owen Limited
October 2024 Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited United Kingdom MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited
October 2024 Connection Capital & Management (MBO) has acquired Hood Group Limited United Kingdom MarshBerry served as the financial advisor to Hood Group Limited
September 2024 PIB Group Limited has acquired RS Insurance Brokers Limited United Kingdom MarshBerry served as the financial advisor to RS Insurance Brokers Limited
September 2024 Acquisition Specialist Risk Group has acquired Capulus
United KingdomMarshBerry served as the financial advisor to Capulus
August 2024 Acquisition Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited
United KingdomMarshBerry served as the financial advisor to The CI Group Holdings Limited
August 2024 Acquisition Howden has acquired Help Me Compare Group Limited (ActiveQuote)
United KingdomMarshBerry acted as the financial advisor to Help Me Compare Group Limited
August 2024 Acquisition Ardonagh Advisory Broking Holdings Limited has acquired RK Henshall (Holdings) Limited United Kingdom MarshBerry acted as the financial advisor to RK Henshall (Holdings) Limited
August 2024 Acquisition IceLake Capital has invested in Certe Groep The Netherlands MarshBerry served as the financial advisor to Certe Groep
March 2024 Acquisition Seven Investment Management has acquired Eastcote Wealth Management
United KingdomMarshBerry acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024 Hg Capital has invested in induver and Clover Belgium MarshBerry served as the financial advisor to induver
December 2023 Acquisition Howden has acquired VLC & Partners Holding
The NetherlandsMarshBerry served as the financial advisor to Howden
October 2023 Acquisition Brown & Brown has acquired Berkeley Insurance Group United Kingdom IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
September 2023 Acquisition Clear Insurance Management has acquired Miles Archer Limited
United KingdomIMAS acted as the exclusive financial advisor to Miles Archer Limited*
May 2023 Acquisition Specialist Risk Group has acquired The Medical Professional Liability Company Limited
United KingdomIMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*
April 2023 Acquisition Momentum Global Investment Management has acquired Crown Agents Investment Management
United KingdomIMAS acted as the exclusive financial advisor to Crown Agents Bank*
April 2023 Acquisition Acrisure has acquired Unilink
PolandMarshBerry served as the financial advisor to the buyer
March 2023 Acquisition Arthur J. Gallagher & Co. has acquired FE Protect
United KingdomIMAS acted as the exclusive financial advisor to AT Squared Holdings Limited (FE Protect)*
March 2023 Acquisition Gilde Equity Management has acquired De Croes Adviesgroep
The NetherlandsMarshBerry served as the financial advisor to De Croes Adviesgroep
March 2023 Acquisition Gilde Equity Management has acquired Velthuis Assurantien
The NetherlandsMarshBerry served as the financial advisor to Velthuis Assurantien
PROOF IS IN THE NUMBERS
#1 M&A Sell Side Advisor For Over 25 Years as Tracked by S&P Global Market Intelligence
Completed sell side transactions in Merger & Acquisition Transactions in Insurance Brokerage 1999–2023 in which a financial advisor was used; Ranked by Total Number of Deals as of 1/16/24.
These totals include certain transactions completed by MarshBerry professionals while employed at another firm, whereby substantially all of the assets were acquired by MarshBerry. Total completed buy and sell side transactions globally since 1999 as reported by S&P Global Market Intelligence. This data displays a snapshot at a particular point in time each year, of the total number of buy side and sell side deals as reported by S&P Global Market Intelligence. It has not been updated to reflect subsequent changes, if any.
Based upon maximum earn out value for deals closed; MarshBerry advised deals through 12/31/23.