MarshBerry
HELPING YOUR FIRM BUILD, ENHANCE, AND SUSTAIN VALUE THROUGH ALL STAGES OF OWNERSHIP.
Founded in 1981 and established a European footprint in 2019, MarshBerry serves insurance distribution and wealth management industries including insurnace agents & brokers, specialty distributors, provate equity firms, and wealth management firms. MarshBerry's industry-specific services help clients build, enhance and sustain value through Financial Advisory solutions (Investment Banking, Merger & Acquisition Advisory, Business Planning), Growth Advisory solutions (Organic Growth, Aggregation, Leadership, Sales & Talent Solutions), and Market Intelligence & Benchmarking. Ranked #1 sell side adviser since 2008, as tracked by S&P Global Market Intelligence, MarshBerry has advised on over 1,300 transactions since 1999 and completed over 565 diagnostic and confirmatory due dilligence projects sinc 2004. Visit MarshBerry.com to learn more.
Our areas of focus include:
- Merger & Acquisition Advisory*
- Capital Raising*
- Perpetuation Planning
- Valuations
- Sales Performance Consulting
- Talent Acquisition
- Executive Peer Exchange Network
- Business Strategy & Planning
- Proprietary Financial Benchmarking
- Reinsurance Brokerage
- Specialty Program Business
- Alternative Markets and Risk Pooling Services
- Analytical and Consulting Services
- Catastrophe Reinsurance
- Distribution Networks
- Export Credit
- Longevity Risks
- New Product Development
- Political Risk Insurance
- Rating Agency Services
- MGAs/MGUs
- Captives and Risk Retention Group (RRGs)
- Renewal Rights Transactions
- Binding Authorities
Description of Product or Services you would like to promote in the Association:
Building on decades of experience in the insurance industry, MarshBerry is pleased to offer dedicated advisory resources to the specialty insruance marketplace. We find a balance between analysis and experience, and our team offers a multitude of financial and strategic services. We provide merger and acquisition advisory*, valuations, perpetuation planning, program business consulting, captial raising*, alternative markets, risk pooling services, and reinsurance brokerage, as well as other analytical and consulting services.
How does your product or service specifically target/benefit Program Administrators:
Ranked #1 sell side adviser (2008-2017), as tracked by S&P Global Market Intelligence, MarshBerry has advised on more than 650 transactions since 1999 and has completed 310 diagnostic and confirmatory due diligence projects over the last 14 years.
More than 3,150 valuations completed2
Over 14,000 aggregate hours of structured exchange3 and more than $2.2B in aggregate revenue in Peer Exchange Agency Network Partners
Benchmarking services provided for over 1,200 firms4
What differentiates your product from others in the marketplace?
The Retail & Insurance Brokerage landscape is constantly changing. P&C clients have confidence and trust in the experience, extensive knowledge, and expertise of MarshBerry advisors. Services include M&A advisory, debt and equity capital raising, management consulting, organic growth consulting, market intelligence, and peer-to-peer exchange.