Industry Insights and Expert Perspectives

Q1 2024 Wealth

Wealth Advisory M&A deal volume has best Q1 on record

M&A Year In Review

In today’s dynamic marketplace, staying ahead of the curve is paramount

Q4 2023 Retail

Insurance brokerage M&A survives 2023 with an optimistic outlook for 2024

Q4 2023 Wealth

Wealth advisory M&A deal volume helps deliver second best year on record

Q3 2023 Retail

How will the expiration of TCJA Impact M&A?

Q3 2023 Wealth

M&A deal volume in Q3 remains steadfast for wealth advisory

Q2 2023 Retail

High demand for Insurance Brokerages keeps valuations strong

Q1 2023 Wealth

A trend of consistency in Q1 fuels wealth advisory M&A optimism

M&A Year In Review

• The resiliency of the insurance brokerage and financial services industries with spotlights on the specialty market, insurtech, wealth & retirement advisory, international markets and employee benefits.
• Transaction highlights.
• Buyer types.
• Outlook for 2023.

InsurTech Year in Review

MarshBerry’s 2022 M&A Year in Review for insurtech which showcases:

• Annual insurtech fundraising.
• Top trends.
• Active buyers.
• Transaction highlights.
• Outlook for 2023.

Specialty Year in Review

MarshBerry’s 2022 M&A Year in Review for specialty markets which showcases:

• Specialty distributor acquisitions by buyer type.
• Active buyers.
• Transaction highlights.
• Outlook for 2023.

Wealth Advisory Year in Review

MarshBerry’s 2022 M&A Year in Review for wealth & retirement plan advisory which showcases:

• Wealth acquisitions by buyer type.
• Active buyers.
• Transaction highlights.

Q4 2022 Retail

Headwinds aside, insurance brokerage M&A in 2022 delivers a solid year

Q4 2022 Specialty Distribution

Specialty market firms in high demand in 2022

Q4 2022 Wealth Advisory

Wealth Advisory’s M&A deals in 2022 hits new high-water mark