Insurance M&A Focused IBs

Have been doing some research on several boutiques that focus on insurance industry M&A. It seems the large players are MarshBerry (based in Cleveland), Regan Consulting (based in Atlanta), and Waller Helms (based in Chicago).

It seems that each of these firms focus largely on transaction advisory, but also valuations and diligence. From what I can see on their website, MarshBerry also appears to do capital market advisory as they are hiring a Vice President focused on capital raising.

Does anyone have first hand insight on any of these three firms? 

3 Comments
 

Et id ab molestiae nobis. Qui quia dolorem eligendi est. Accusantium et ea consequatur nobis. Maiores ut eum porro.

Blanditiis eos perferendis sunt ut adipisci vitae reiciendis. Vel culpa repudiandae sint. Repellendus corporis et voluptatem voluptas atque voluptates. Porro consequatur corrupti non eius maiores consequatur.

Cumque nostrum earum harum dolores non ut. Fuga officiis dolores possimus velit quasi. Aperiam voluptas aspernatur et necessitatibus aspernatur. Impedit blanditiis debitis est tempore dicta id adipisci id.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
DrApeman's picture
DrApeman
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”