MarshBerry Transactions
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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. 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 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 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 Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies
MarshBerry served as the financial advisor to Aldrich Benefits LP
Toggle Transaction Details December 2023 Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies
MarshBerry served as the financial advisor to Aldrich Benefits LP
Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Buyer: Alliant Insurance Services, Inc. Seller: Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Closed Date: 12/31/2023 Location: Oregon Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Aldrich Benefits December 2023
Acquisition Alkeme Insurance has acquired Flor Insurance Group
MarshBerry served as the financial advisor to Flor Insurance Group
Toggle Transaction Details December 2023 Alkeme Insurance has acquired Flor Insurance Group
MarshBerry served as the financial advisor to Flor Insurance Group
Alkeme Insurance has acquired Flor Insurance Group Buyer: Alkeme Insurance Seller: Flor Insurance Group Firm Type: Commercial P&C; Personal Lines Closed Date: 12/29/2023 Location: Texas MarshBerry Advisory Role: MarshBerry served as the financial advisor to Flor Insurance Group December 2023
Acquisition RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency
MarshBerry served as the financial advisor to Ralph C. Wilson Agency
Toggle Transaction Details December 2023 RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency
MarshBerry served as the financial advisor to Ralph C. Wilson Agency
RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency Buyer: RSC Insurance Brokerage, Inc. Seller: Ralph C. Wilson Agency Closed Date: 12/29/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph C. Wilson Agency December 2023
Acquisition AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
Toggle Transaction Details December 2023 AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters December 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.
MarshBerry served as the financial advisor to Professional Risk Associates, Inc.
Toggle Transaction Details December 2023 RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.
MarshBerry served as the financial advisor to Professional Risk Associates, Inc.
RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: Professional Risk Associates, Inc. Closed Date: 12/8/2023 Location: Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Risk Associates, Inc. December 2023 
Acquisition Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Toggle Transaction Details December 2023 Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc. November 2023
Acquisition Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
Toggle Transaction Details November 2023 Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Hughes Insurance Agency, Inc. Closed Date: 11/17/2023 Location: New York MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc. November 2023
Acquisition Specialty Program Group, LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC
Toggle Transaction Details November 2023 Specialty Program Group, LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC
Specialty Program Group, LLC has acquired Insurance Allies, LLC Buyer: Specialty Program Group, LLC Seller: Insurance Allies, LLC Closed Date: 11/1/2023 Location: Illinois MarshBerry Advisory Role: MarshBerry served as the financial advisor to Insurance Allies, LLC November 2023
Acquisition The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
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 January 2024 Acquisition Higginbotham & Associates, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.
December 2023 
Acquisition Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023 Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. December 2023
Acquisition Howden has acquired VLC & Partners Holding
MarshBerry International served as the financial advisor to Howden
December 2023
Acquisition Champion Risk & Insurance Services has acquired assets of LUX Insurance Services
MarshBerry served as the financial advisor to Champion Risk & Insurance Services
Toggle Transaction Details December 2023 Champion Risk & Insurance Services has acquired assets of LUX Insurance Services
MarshBerry served as the financial advisor to Champion Risk & Insurance Services
Champion Risk & Insurance Services has acquired assets of LUX Insurance Services Buyer: Champion Risk & Insurance Services Seller: LUX Insurance Services Firm Type: Employee Benefits & Consulting Closed Date: 12/15/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Champion Risk & Insurance Services December 2023
Acquisition World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details December 2023 World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC December 2023 
Acquisition The Hilb Group, LLC has acquired multiple privately-held entities
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2023
Acquisition Vantage Insurance Partners, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
November 2023
Acquisition Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details November 2023 Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired Hawks View Insurance Buyer: Inszone Insurance Services, Inc. Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 11/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. November 2023 
Acquisition Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023 Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited October 2023
Acquisition RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
Toggle Transaction Details October 2023 RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD Buyer: RMS Insurance Brokerage, LLC Seller: Clancy & Clancy Brokerage LTD Closed Date: 10/16/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC September 2023 Acquisition The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
September 2023 
Acquisition The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details September 2023 The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired Quality Plus Insurance Buyer: The Hilb Group, LLC Seller: Quality Plus Insurance Location: Louisiana Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC August 2023
Acquisition McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
Toggle Transaction Details August 2023 McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
McConkey & Company Insurance & Benefits has acquired Gallen Insurance Buyer: McConkey & Company Insurance & Benefits Seller: Gallen Insurance Closed Date: 08/03/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits July 2023
Acquisition Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired The Banks Agency, Inc. Buyer: Evertree Insurance Group Seller: The Banks Agency, Inc. Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023
Acquisition C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023 C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Private Management Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Private Management Insurance Agency Closed Date: 7/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023 
Acquisition C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023 C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Clark Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Clark Insurance Agency Closed Date: 07/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023 
Acquisition Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alliance Insurance Services Buyer: Evertree Insurance Group Seller: Alliance Insurance Services Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023 
Acquisition Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired 1st American Insurance Buyer: Evertree Insurance Group Seller: 1st American Insurance Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023 
Acquisition Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc. Buyer: Evertree Insurance Group Seller: Alex Johnson Insurance Agency Inc. Closed Date: 07/01/2023 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group 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 Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023 Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. December 2023 Acquisition AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
Toggle Transaction Details December 2023 AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters December 2023 Acquisition Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Toggle Transaction Details December 2023 Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc. October 2023 
Acquisition Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Toggle Transaction Details October 2023 Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc. September 2023
Acquisition One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023 One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services September 2023
Acquisition Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23 Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage June 2023 
Acquisition Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Business Benefits Resource, LLC Buyer: Hub International Limited Seller: Business Benefits Resource, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Health Insurance Consultants Buyer: Hub International Limited Seller: Health Insurance Consultants Closed Date: 06/01/2023 Location: Illinois Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Creative Benefit Solutions, LLC Buyer: Hub International Limited Seller: Creative Benefit Solutions, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited May 2023
Acquisition Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC
Toggle Transaction Details May 2023 Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC Buyer: Arthur J. Gallagher & Co Seller: Bernard Health, LLC Closed Date: 05/24/2023 Location: Tennessee Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Bernard Health, LLC May 2023
Acquisition Specialist Risk Group has acquired The Medical Professional Liability Company Limited
IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*
May 2023
Acquisition Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
Toggle Transaction Details May 2023 Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
Risk Placement Services, Inc. has acquired RHP General Agency, Inc. Buyer: Risk Placement Services, Inc. Seller: RHP General Agency, Inc. Firm Type: MGA Closed Date: 05/11/2023 Location: Texas Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to RHP General Agency, Inc. April 2023
Acquisition Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Toggle Transaction Details April 2023 Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Arch Insurance Group has acquired Thimble Insurance Buyer: Arch Insurance Group Seller: Thimble Insurance Closed Date: 4/3/2023 Location: New York Media: Goto Arch Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arch Insurance Group March 2023
Acquisition SMA BTP has acquired DUPI Group Netherlands
MarshBerry International served as the financial advisor to DUPI Group Netherlands
Toggle Transaction Details March 2023 SMA BTP has acquired DUPI Group Netherlands
MarshBerry International served as the financial advisor to DUPI Group Netherlands
SMA BTP has acquired DUPI Group Netherlands Buyer: SMA BTP Seller: DUPI Group Netherlands Closed Date: 3/1/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry International served as the financial advisor to DUPI Group Netherlands February 2023 
Acquisition One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
Toggle Transaction Details February 2023 One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance Buyer: One80 Intermediaries, LLC Seller: Manchester Specialty Programs Insurance Closed Date: 2/1/2023 Location: MA Media: Goto One 80 Intermediaries MarshBerry Advisory Role: MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance January 2023
Acquisition Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details January 2023 Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services
Specialty Program Group, LLC has acquired Euclid Fiduciary Buyer: Specialty Program Group, LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services December 2022
Acquisition PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
November 2022
Acquisition Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates
Toggle Transaction Details November 2022 Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates
Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates Buyer: Alliant Insurance Services, Inc. Seller: Trivedi Capacity Associates Closed Date: 11/2/2022 Media: Goto Alliant MarshBerry Advisory Role: MarshBerry served as the financial advisor to Trivedi Capacity Associates November 2022
Specialty Program Group has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions
