Marsh McLennan Agency has reached an agreement to acquire TriBridge Partners, an independent benefits broker and retirement and wealth advisor headquartered in Columbia, Maryland. Founded in 2013 through the strategic merger of three well-established regional brokerage and advisory firms, TriBridge offers group health, employee benefits, retirement plan advisory, wealth management, and individual insurance services to clients across the Mid-Atlantic region. The acquisition is designed to strengthen MMA’s Mid-Atlantic practice by adding specialized expertise in benefits and wealth advisory to complement its existing property and casualty capabilities. Financial terms were not disclosed.
All employees of TriBridge Partners will join Marsh McLennan Agency and continue to operate from their existing Columbia office location. This includes co-founders and co-owners Heath Hykes, who serves as CEO; Dane Rianhard, Founding Principal; John Morris, Principal; and Paul Younkins, Chief Growth Officer. The leadership team’s continuity is central to the deal’s value proposition, as TriBridge’s long-standing relationships with clients throughout the DC and Baltimore area are rooted in the experience and trust its founders have built over more than a decade.
MMA’s Mid-Atlantic team says the acquisition fills a meaningful gap in its advisory capabilities, bringing a unique blend of group health, wealth, and personal lines insurance expertise to a region where it already has a strong property and casualty practice. The combination is intended to give existing and prospective clients in the area access to a more holistic advisory offering, covering not just commercial risk but also workforce and long-term financial planning needs in an integrated way. MMA says the deal reflects its ongoing strategy of strengthening its holistic advisory capabilities through targeted acquisitions of high-quality regional firms.
The deal is anticipated to close within the second quarter of 2026, subject to customary closing conditions. Marsh McLennan Agency is a business of Marsh, which generated annual revenue of $27 billion and employs more than 95,000 people worldwide. MMA focuses on business insurance, employee health and benefits, retirement and wealth, and private client insurance solutions across the United States and Canada, and has grown significantly through acquisition over the past several years.
KEY QUOTES:
“Our Mid-Atlantic team has a strong property/casualty practice, so the TriBridge team’s unique blend of group health, wealth, and personal lines insurance expertise will be an asset for our clients in the DC and Baltimore area. We knew this was the right deal for our region given the complementary insights they’ll provide those we serve as we continue to strengthen our holistic advisory capabilities.”
John Stanchina, CEO, Marsh McLennan Agency Mid-Atlantic Region
“Joining MMA gives our team access to a broader range of specialized resources to enhance client recommendations and provide broader support and offerings to both our business and individual clients.”
Heath Hykes, CEO, TriBridge Partners
