Market Expertise
Insurance Brokerage. Wealth Advisory. Distribution Services.
MarshBerry Industry Solutions: Expert Advice Tailored to You
Founded in 1981, MarshBerry has grown to become a top M&A Advisory Firm in the Insurance Brokerage and Wealth Advisory markets. MarshBerry provides business planning, investment banking, and agency network solutions and is dedicated to helping insurance brokerages and firms in the wealth management industry achieve sustained growth and value for every stage of ownership.
With decades of proven experience as a top advisor, we will help you amplify value creation. If you are looking to grow, stay relevant, and remain viable both now and for the future, talk to a MarshBerry advisor today.
MarshBerry’s Expertise Spans Multiple Industries
Explore deeper insights of how MarshBerry’s expert advisors address the unique challenges and opportunities within the following industries.
Acquisition MFM Holding LTD has acquired Willis Owen Limited MarshBerry served as the financial advisor to Willis Owen Limited
October 2024
Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited
MarshBerry International served as the financial advisor to Stonehatch Risk Solutions Limited
October 2024
Unison Risk Advisors has acquired Avondale Insurance Associates MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Toggle Transaction Details 10/10/2024 Unison Risk Advisors has acquired Avondale Insurance Associates MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Unison Risk Advisors has acquired Avondale Insurance Associates Buyer: Unison Risk Advisors Seller: Avondale Insurance Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale Insurance Associates† October 2024
Acquisition Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc.
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Toggle Transaction Details October 2024 Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc.
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc. Buyer: Oakbridge Insurance Agency LLC Seller: Hull & Associates, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC October 2024
Acquisition AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
Toggle Transaction Details October 2024 AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc. Buyer: AssuredPartners, Inc. Seller: CoyleKiley Insurance Agency, Inc. Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.† October 2024
Acquisition Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Toggle Transaction Details October 2024 Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC Buyer: Marshall & Sterling, Inc. Seller: FitzGibbons Agency LLC Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FitzGibbons Agency LLC† September 2024
Acquisition Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Toggle Transaction Details September 2024 Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.† September 2024
Acquisition CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
Toggle Transaction Details September 2024 CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
CAC Group has acquired Media Guarantors Buyer: CAC Group Seller: Media Guarantors Closed Date: 09/19/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Media Guarantors† September 2024
Acquisition True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC†
September 2024
Acquisition Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Toggle Transaction Details September 2024 Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc. Buyer: Specialty Program Group LLC Seller: Professional Insurance Executives, Inc. Closed Date: 09/13/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.† September 2024
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Toggle Transaction Details September 2024 Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC Buyer: Culpeper Insurance Partners, LLC Seller: Afore Insurance Services, LLC Closed Date: 9/6/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC September 2024
Acquisition South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)
Toggle Transaction Details September 2024 South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services) Buyer: South Shore Insurance Underwriters Seller: Linneman Specialty Insurance (LSI Insurance Services) Closed Date: 9/4/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services) September 2024
Acquisition Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Toggle Transaction Details September 2024 Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc. Buyer: Ryan Specialty Group, LLC Seller: Greenhill Underwriting Insurance Services, LLC Closed Date: 9/3/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC† September 2024
Acquisition Inszone Insurance Services, Inc. has acquired L.A. Bowen Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details September 2024 Inszone Insurance Services, Inc. has acquired L.A. Bowen Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired L.A. Bowen Insurance Buyer: Inszone Insurance Services, Inc. Seller: L.A. Bowen Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. August 2024
Acquisition IceLake Capital has invested in Certe Groep
MarshBerry International served as the financial advisor to Certe Groep
August 2024
PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
Toggle Transaction Details August 2024 PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
PCF Insurance Services has acquired Asset Insurance Agency, LLC Buyer: PCF Insurance Services Seller: Asset Insurance Agency, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services August 2024 
Acquisition Specialty Program Group LLC has acquired Scale Human Capital, LLC
MarshBerry served as the financial advisor to Scale Human Capital, LLC†
Toggle Transaction Details August 2024 Specialty Program Group LLC has acquired Scale Human Capital, LLC
MarshBerry served as the financial advisor to Scale Human Capital, LLC†
Specialty Program Group LLC has acquired Scale Human Capital, LLC Buyer: Specialty Program Group LLC Seller: Scale Human Capital, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Scale Human Capital, LLC† August 2024
Acquisition The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details August 2024 The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired a South Carolina-Based Business Buyer: The Hilb Group, LLC Seller: South Carolina-Based Business MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC August 2024 
Acquisition Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries
MarshBerry served as the financial advisor to Total Benefit Solutions, LLC†
Toggle Transaction Details August 2024 Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries
MarshBerry served as the financial advisor to Total Benefit Solutions, LLC†
Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries Buyer: Specialty Program Group LLC Seller: Total Benefit Solutions, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Total Benefit Solutions, LLC† August 2024
Acquisition NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†
Toggle Transaction Details August 2024 NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†
NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance Buyer: NSM Insurance Group Seller: GIG Insurance Group and Gifford Wells Insurance Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†