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Retail M&A Trends

U.S. Quarterly Retail M&A Market Updates

M&A Year In Review 2023 In today’s dynamic marketplace, staying ahead of the curve is paramount. Download Item
Q4 2023 Insurance brokerage M&A survives 2023 with an optimistic outlook for 2024. Q3 2023 How will the expiration of TCJA Impact M&A? Q2 2023 High demand for Insurance Brokerages keeps valuations strong. Q4 2022 Headwinds aside, insurance brokerage M&A in 2022 delivers a solid year.

Wealth M&A Trends

Wealth Advisory Market Updates

Q4 2023 Wealth advisory M&A deal volume helps deliver second best year on record. Q3 2023 M&A deal volume in Q3 remains steadfast for wealth advisory. Q1 2023 A trend of consistency in Q1 fuels wealth advisory M&A optimism. Q4 2022 Wealth Advisory’s M&A deals in 2022 hits new high-water mark.
M&A Year In Review 2022 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. Includes: Transaction highlights; buyer types; outlook for 2023. Download M&A Year In Review
2022 MARSHBERRY MA YEAR IN REVIEW INSURTECH 2022 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. Download Insurtech Year In Review
2022 MARSHBERRY MA YEAR IN REVIEW SPECIALTY 2022 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. Download Specialty M&A Year In Review
2022 MARSHBERRY MA YEAR IN REVIEW WEALTH ADVISORY 2022 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. Download Wealth Advisory Year In Review
Q4 2022 Specialty Distribution Q4 2022 Specialty Distribution Specialty market firms in high demand in 2022. Download Specialty M&A Report