From preparation to deal negotiation, MarshBerry’s team of expert M&A advisors work with insurance brokerages and wealth advisory firms looking to buy or sell. Through a timely, controlled and well-designed M&A strategy, our experience and dedication to process aligns your strategic objectives with a focus on maximizing value. Choose a trusted MarshBerry M&A advisor to ensure you have the necessary tools to take the next step.

Insurance and wealth management firm M&A services
MarshBerry offers comprehensive M&A services that help guide you through the entire process. M&A transactions are complex proceedings that require extensive, detailed plans in the areas of strategic planning, valuation, due diligence and deal structuring.

MarshBerry advisors are experts and understand the unique challenges and opportunities of mergers and acquisitions for insurance brokerages and wealth management firms. Whether you want to expand your market share, diversify your offerings or position your business for growth, MarshBerry is here to help.