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has acquired
has invested in
has merged with
Recent Acquisition Transactions
Explore MarshBerry Transactions Explore Industry Transactions
Previous Next
June 2024 Acquisition

The Hilb Group, LLC has acquired German American Insurance from German American
Bancorp, Inc.

MarshBerry served as the financial advisor to The Hilb Group, LLC

Toggle Transaction Details June 2024

The Hilb Group, LLC has acquired German American Insurance from German American
Bancorp, Inc.

MarshBerry served as the financial advisor to The Hilb Group, LLC

The Hilb Group, LLC has acquired German American Insurance from German American
Bancorp, Inc. Buyer: The Hilb Group, LLC Seller: German American Bancorp, Inc.
Closed Date: 06/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry
served as the financial advisor to The Hilb Group, LLC
June 2024 Acquisition

Amerilife has acquired Succession Capital Alliance

MarshBerry served as the financial advisor to Succession Capital Alliance

Toggle Transaction Details June 2024

Amerilife has acquired Succession Capital Alliance

MarshBerry served as the financial advisor to Succession Capital Alliance

Amerilife has acquired Succession Capital Alliance Buyer: Amerilife Seller:
Succession Capital Alliance Closed Date: 06/03/2024 MarshBerry Advisory Role:
MarshBerry served as the financial advisor to Succession Capital Alliance
May 2024 Acquisition

Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC

MarshBerry served as the financial advisor to Walden Wealth Partners, LLC

Toggle Transaction Details May 2024

Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC

MarshBerry served as the financial advisor to Walden Wealth Partners, LLC

Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer:
Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date:
05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the
financial advisor to Walden Wealth Partners, LLC
May 2024 Acquisition

Hub International Limited has acquired Merriwether & Williams Insurance Services

MarshBerry served as the financial advisor to Merriwether & Williams Insurance
Services

Toggle Transaction Details May 2024

Hub International Limited has acquired Merriwether & Williams Insurance Services

MarshBerry served as the financial advisor to Merriwether & Williams Insurance
Services

Hub International Limited has acquired Merriwether & Williams Insurance Services
Buyer: Hub International Limited Seller: Merriwether & Williams Insurance
Services Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as
the financial advisor to Merriwether & Williams Insurance Services
April 2024 Acquisition

bswift has acquired Davis & Company

MarshBerry served as the financial advisor to Davis & Company

Toggle Transaction Details April 2024

bswift has acquired Davis & Company

MarshBerry served as the financial advisor to Davis & Company

bswift has acquired Davis & Company Buyer: bswift Seller: Davis & Company Closed
Date: 4/12/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as
the financial advisor to Davis & Company 
April 2024 Acquisition

Hub International Limited has acquired Sale Insurance Agency, Inc.

MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.

Toggle Transaction Details April 2024

Hub International Limited has acquired Sale Insurance Agency, Inc.

MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.

Hub International Limited has acquired Sale Insurance Agency, Inc. Buyer: Hub
International Limited Seller: Sale Insurance Agency, Inc. Closed Date:
04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the
financial advisor to Sale Insurance Agency, Inc. 
April 2024 Acquisition

Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC

MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC

Toggle Transaction Details April 2024

Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC

MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC

Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC Buyer:
Higginbotham & Associates, Inc. Seller: Eagan Insurance Agency, LLC Closed Date:
04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor
to Eagan Insurance Agency, LLC
April 2024 Acquisition

Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.

MarshBerry served as the financial advisor to HealthSure Insurance Services,
Inc.

Toggle Transaction Details April 2024

Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.

MarshBerry served as the financial advisor to HealthSure Insurance Services,
Inc.

Alera Group, Inc. has acquired HealthSure Insurance Services, Inc. Buyer: Alera
Group, Inc. Seller: HealthSure Insurance Services, Inc. Closed Date: 04/01/2024
MarshBerry Advisory Role: MarshBerry served as the financial advisor to
HealthSure Insurance Services, Inc.
April 2024 Acquisition

Alkeme Insurance has acquired Ralph Weiner & Associates, LLC

MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC

Toggle Transaction Details April 2024

Alkeme Insurance has acquired Ralph Weiner & Associates, LLC

MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC

Alkeme Insurance has acquired Ralph Weiner & Associates, LLC Buyer: Alkeme
Insurance Seller: Ralph Weiner & Associates, LLC Closed Date: 04/01/2024 Media:
Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor
to Ralph Weiner & Associates, LLC
March 2024 Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

MarshBerry International acted as the exclusive financial advisor to Eastcote
Wealth Management

March 2024 Merger Hg Capital has invested in induver and Clover

MarshBerry International served as the financial advisor to induver

March 2024 Acquisition

High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.

MarshBerry served as the financial advisor to Hoaster Gebhard & Co.

Toggle Transaction Details March 2024

High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.

MarshBerry served as the financial advisor to Hoaster Gebhard & Co.

High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co. Buyer:
High Street Insurance Partners, Inc. Seller: Hoaster Gebhard & Co. Closed Date:
03/07/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor
to Hoaster Gebhard & Co.
March 2024 Acquisition

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details March 2024

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer:
Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date:
3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the
financial advisor to Hub International Limited
March 2024 Acquisition

Marsh & McLennan Agency, LLC has acquired Querbes & Nelson

MarshBerry served as the financial advisor to Querbes & Nelson

Toggle Transaction Details March 2024

Marsh & McLennan Agency, LLC has acquired Querbes & Nelson

MarshBerry served as the financial advisor to Querbes & Nelson

Marsh & McLennan Agency, LLC has acquired Querbes & Nelson Buyer: Marsh &
McLennan Agency, LLC Seller: Querbes & Nelson Closed Date: 03/2024 Media: Learn
More MarshBerry Advisory Role: MarshBerry served as the financial advisor to
Querbes & Nelson
March 2024 Acquisition

Marsh & McLennan Agency, LLC has acquired Louisiana Companies

MarshBerry served as the financial advisor for Louisiana Companies

Toggle Transaction Details March 2024

Marsh & McLennan Agency, LLC has acquired Louisiana Companies

MarshBerry served as the financial advisor for Louisiana Companies

Marsh & McLennan Agency, LLC has acquired Louisiana Companies Buyer: Marsh &
McLennan Agency, LLC Seller: Louisiana Companies Closed Date: 03/2024 Media:
Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor
for Louisiana Companies
March 2024 Acquisition

AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group,
Inc.

MarshBerry served as a financial advisor to BRP Group, Inc.

Toggle Transaction Details March 2024

AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group,
Inc.

MarshBerry served as a financial advisor to BRP Group, Inc.

AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group,
Inc. Buyer: AmWINS Group, Inc. Seller: BRP Group, Inc. Closed Date: 03/01/24
Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial
advisor to BRP Group, Inc.
January 2024 Acquisition

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency

MarshBerry served as the financial advisor to John Galt Insurance Agency

Toggle Transaction Details January 2024

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency

MarshBerry served as the financial advisor to John Galt Insurance Agency

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency Buyer: Arthur
J. Gallagher & Co. Seller: John Galt Insurance Agency Closed Date: 01/31/2024
MarshBerry Advisory Role: MarshBerry served as the financial advisor to John
Galt Insurance Agency
January 2024 Acquisition

Higginbotham & Associates, Inc. has acquired a privately-held insurance agency 

MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.

January 2024 Acquisition

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Toggle Transaction Details January 2024

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer:
Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon
December 2023 Acquisition

Specialty Program Group LLC has acquired the assets of Disaster Recovery
Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC 

MarshBerry served as the financial advisor to Specialty Program Group LLC

Toggle Transaction Details December 2023

Specialty Program Group LLC has acquired the assets of Disaster Recovery
Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC 

MarshBerry served as the financial advisor to Specialty Program Group LLC

Specialty Program Group LLC has acquired the assets of Disaster Recovery
Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC  Buyer:
Specialty Program Group LLC Seller: Disaster Recovery Services, LLC and its
affiliate, Disaster Recovery & Risk Solutions, LLC  Closed Date: 12/31/2023
Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial
advisor to Specialty Program Group LLC
*IMAS Corporate Finance LLP has been acquired by MarshBerry

Proof is in the Numbers


#1 M&A SELL SIDE ADVISOR WITH 1,300+ TOTAL TRANSACTIONS ADVISED (2009-2023)

View More
2012-2023
$28
B
In advised transaction value
View More
SINCE 1995
860
+
M&A Top 100 Transactions
View More
25
%
of Total Advised & Tracked M&A Deal Flow
View More
25
%
of Total Advised & Tracked M&A Deal Flow
View More
1100
+
Firms providing data for benchmarking
View More
1100
+
Firms providing data for benchmarking
SINCE 2004
565
+
Diagnostic and confirmatory due diligence projects
View More
SINCE 2008
280
+
Benefit Agency Transactions
Explore Market Segments

Based on maximum earn out value for deals closed; MarshBerry advised deals
through 12/31/2023.

As identified by the 100 largest brokers of U.S. business as identified by
Business Insurance.

These totals include certain transactions completed by Marsh, Berry & Company,
LLC. professionals while employed at another firm, whereby substantially all of
the assets were acquired by Marsh, Berry & Company, LLC. Total completed buy
side and sell side transactions in the United States as reported by S&P Global
Market Intelligence (1999 -2023).

Services representing more than $58B in premium volume. There may be some
duplication in the number of firms counted as certain firms subscribe to and/or
provide data for multiple benchmarking services.

Represents more than $4.1B of transaction value since 2008. Transaction value
based on realistic earn out value for deals closed 1/1/2008 through 12/31/2023
in which MarshBerry was the advisor.

Today's ViewPoint
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and insights to help you navigate the complexities of advancing your firm at
every stage of ownership.
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June 27, 2024
Preserving Your Legacy With Internal Perpetuation
When retirement comes, many insurance brokerage owners seek to preserve the
legacy of the essential work they’ve done. After all, their work has benefited
clients, employees, and their community.
June 25, 2024
Using Equity Incentive Plans To Create Value In Insurance Brokerage
“Perpetuation” is an often misunderstood and overused word in the insurance
brokerage space, but it’s an important concept to understand, especially if your
long-term goal is to remain
June 24, 2024
Insurance M&A Market Update: May 2024 Deals Continue Active Pace
Even as U.S. inflation continues to track sideways, forcing the Federal Reserve
(Fed) to revise its plans for rate cuts – now signaling just one cut in 2024 –
merger and acquisition (M&A)
June 20, 2024
May 2024 Signals Impressive Number Of M&A Deals In Wealth Advisory
M&A Deals In Wealth
June 20, 2024
Driving Growth and Accountability With Minimum Account Thresholds
For insurance brokerages, goal setting is a key part of building a successful
producer roadmap. Setting, measuring, and fulfilling goals keeps producers
motivated and accountable, inspiring them to
June 4, 2024
Open the Door to Insurance Carrier Appointments With A Risk Placement Team
In this hard market, many insurance carriers are calling a time-out on new
appointments. They’re being more exclusive and often declining to work with
smaller agencies, or even larger agencies that
June 4, 2024
Solving the Challenge of Non-Producing Producers
The main responsibility of an insurance producer is to sell and generate new
business. Many insurance brokerages employ validated producers who fail to
generate minimal new business production each
May 29, 2024
Driving Growth in Controllable and Uncontrollable Conditions
There are several major issues currently affecting the insurance distribution
industry creating a challenging landscape for brokers looking to sustain growth
and create value for their firm. In 2023,
May 21, 2024
Wealth Advisory M&A Activity In 2024 Is Starting to Mimic the Record Year of
2022
Coming off the heels of a record Q1, merger and acquisition (M&A) deal activity
for wealth advisory was anticipated to take its foot off the gas pedal. But even
with the slight slowdown in April,
May 16, 2024
Q1 2024 Earnings Wrap-Up: Public Insurance Brokers Report Robust Results
Overall, insurance brokers had strong earnings results in Q1 2024. Management
teams were positive in meeting targets for Q1 2024 and further into 2024.  Quick
look: Organic growth rates Organic
May 15, 2024
A Strong Compensation Strategy can be a Game Changer
An insurance brokerage’s compensation plan impacts nearly everything else
related to a firm’s strategic goals for growth, profitability and overall value.
A strong compensation model creates
April 29, 2024
Take Your Firm to the Next Level of Growth
MarshBerry is seeing a trend in firms striving to evolve into larger, more
sophisticated versions of themselves. However, there are noticeable thresholds
where firms are bumping their heads and
April 25, 2024
The FTC Finalizes Its Non-Compete Rule – But The Issue Is Anything But Final
As the Federal Trade Commission delivers a ruling, which officially bans the use
of nearly all non-compete agreements, how might this rule impact insurance
distribution M&A and employee
April 23, 2024
Shifts In The Specialty Insurance Distribution Landscape Present Challenges
Following a robust 2023, the specialty insurance distribution segment continues
to see rapid premium growth. MarshBerry defines specialty firms as those with
delegated authority or act as
April 17, 2024
Four Essential Elements To Drive Organic Growth
To remain competitive in today’s market, firms will need to find ways to
maintain their recent growth – perhaps in a less generous rate environment. It
will require leadership to be forward
April 15, 2024
Using Valuation To Measure Progress In Your Firm
If you own a business, there’s a good chance that it’s the largest asset in your
portfolio. However, many business owners don’t have clarity around what their
business is actually worth and
April 10, 2024
Setting The Stage For High-Performing Producers
In a competitive job market, are you arming your producers with the best tools,
insights and strategies necessary to help them unlock their
March 26, 2024
Exclusive To Independent: A Step-By-Step Guide For Insurance Agents
Transitioning from an exclusive to an independent insurance agency requires
thorough planning and preparation. Building a strategic plan can help you
prepare, prioritize, and stay on track, but it
March 19, 2024
Wealth Advisory Off To A Record Start Through February
M&A activity was strong through February, demonstrating resiliency and momentum
in the wealth advisory M&A
March 13, 2024
How Will The Presidential Election Impact Insurance Brokerage M&A?
As the stage is now set for the U.S. presidential election, with President Biden
and former President Trump squaring off once again, what might be the impact on
mergers and acquisitions (M&A)
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