Buy Side Advisory
Driving growth through acquisition
Buy Side M&A Advisory Services
ACHIEVING GROWTH IS A FUNDAMENTAL CORNERSTONE OF CREATING VALUE.
Acquiring an agency can be a means to drive growth, create opportunities and leverage economies of scale. MarshBerry’s M&A Buy Side Advisory services bring you intrinsic expertise and market reach you can’t get on your own.
Buy Side M&A Advisory: TIME TO ACQUIRE
Growing your firm through acquisition requires a keen understanding of market conditions and trends. MarshBerry is the trusted buy side advisor you need for finding the right agency to achieve your growth goals.
MarshBerry Helps You:
- Develop strategic rationale for acquisition
- Identify economies of scale and analyze book of business to determine profitability
- Structure the deal with accurate agency valuation
- Find the right agency fit
- Position your firm as a buyer; ensure Due Diligence and Quality of Earnings are included
- Leverage debt to acquire the firm and grow your business
- Complete the closing
- Develop Continuity Planning and Business Integration for post-deal management
Buy Side M&A Process & Strategic Objectives
A well designed approach to maximize your value and achieve strategic objectives.
Strategy
Acquisition Planning
Capital Raising
Representation
Buy Side Representation
Buy Side Search & Screen
Letter of Intent / Negotiation
Execution
Diagnostic & Confirmatory Due Diligence
Intangible Asset Allocation for GAAP
Fairness Opinion
Definitive Agreement
Analytics
Market Comparables / Benchmarking
After Tax-Return Optimization
Return & Earnings Per Share Analysis
Post Deal Management
Post Closing Integration
Goodwill Impairment Testing
Peer-to-Peer CEO Exchange
BUY SIDE Mergers & Acquisition SERVICES
MarshBerry’s history of working with firms provides clients with a unique perspective. Serving as an extension of your acquisition team, MarshBerry advisors ensure your acquisition targets align with your business goals. This approach provides confidence and helps guide buyers through successful transactions. Learn More.
MarshBerry brings industry specific knowledge To every relationship
Retail & Specialty Insurance Brokerage
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MarshBerry’s team of advisors are thought leaders and experts in investment banking and consulting. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.
Recent Transactions
Acquisition
The Vistria Group, LP has acquired Lumen Holdings, LLC
MarshBerry served as the financial advisor to The Vistria Group, LP
February 2026
Acquisition
The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
January 2026
Acquisition
The Baldwin Group has acquired CAC Group
MarshBerry served as the financial advisor to The Baldwin Group†
December 2025
Acquisition
King Risk Partners, LLC has acquired Ten Eyck Group
MarshBerry served as the financial advisor to King Risk Partners, LLC
December 2025
Trucordia Insurance Services, LLC. has acquired Florida Insurance, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
HUB International Limited has acquired a Manitoba, Canada-Based Business
MarshBerry served as the financial advisor to HUB International Limited
December 2025
Acquisition
Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
Acquisition
The Hilb Group, LLC has acquired a Michigan-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2025
Acquisition
King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty
MarshBerry served as the financial advisor to King Risk Partners, LLC
November 2025
Acquisition
Trucordia Insurance Services, LLC. has acquired Breezy Seguros
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
November 2025
Acquisition
Afore Insurance Services, LLC has acquired Salzberg Insurance Agency
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
November 2025
Acquisition
World Insurance Associates, LLC has acquired an Indiana-Based Business
MarshBerry served as the financial advisor to World Insurance Associates, LLC
October 2025
Acquisition
EPIC Insurance Brokers & Consultants has acquired Price Insurance Group
MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants
October 2025
Acquisition
Inszone Insurance Services, LLC has acquired Mark V. Williamson Company, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
October 2025
Acquisition
LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors
MarshBerry served as the financial advisor to LD&B Insurance and Financial Services
October 2025
Acquisition
HUB International Limited has acquired an Ontario, Canada-Based Business
MarshBerry served as the financial advisor to HUB International Limited
September 2025
Acquisition
Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC
September 2025
Acquisition
World Insurance Associates, LLC has acquired The Fidella Agency, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
August 2025
Acquisition
Alkeme Insurance has acquired Innovative Insurance Group
MarshBerry served as the financial advisor to Alkeme Insurance
August 2025
Acquisition
HUB International Limited has acquired GroupeBrissette
MarshBerry served as the financial advisor to HUB International Limited