Recent Transactions1


1 All transactions closed prior to July 18, 2012 were advised by Marsh, Berry & Co., Inc.

November 2017
Acquisition

Hilb Group, LLC has acquired HR Knowledge, Inc.

MarshBerry was financial adviser to HR Knowledge, Inc.
October 2017
Acquisition

Hub International Limited has acquired Banyan Consulting Group, Inc.

MarshBerry was the financial adviser to Banyan Consulting Group, Inc.
October 2017
Acquisition

Hub International Limited has acquired Costello & Sons Insurance Brokers, Inc.

MarshBerry was financial adviser to Costello & Sons Insurance Brokers, Inc.
October 2017
Acquisition

GCG Financial, LLC an Alera Group, Inc. Company has acquired Axis Benefits Consultants, Inc.

MarshBerry was financial adviser to Axis Benefits Consultants, Inc.​
September 2017
Acquisition

Hub International Limited has acquired Benefit Advisory Group LLC

MarshBerry was financial adviser to Benefit Advisory Group LLC
September 2017
Acquisition

Sunstar Insurance Group, LLC has acquired P&C division and operations of Simmons Bank

MarshBerry was financial adviser to Simmons Bank
August 2017
Acquisition

Fred C. Church, Inc. has acquired Duble & O’Hearn, Inc.

MarshBerry was financial adviser to Duble & O’Hearn, Inc.
August 2017
Acquisition

Hub International Limited has acquired Coordinated Resources Group, LLC

MarshBerry was financial adviser to Hub International Limited
August 2017
Acquisition

Hub International Limited has acquired Rogers, Gunter, Vaughn Insurance, Inc.

MarshBerry was financial adviser to Hub International Limited
August 2017
Acquisition

Hub International Limited has acquired the assets of East West Insurance Services, Inc. from East West Bank

MarshBerry was financial adviser to East West Insurance Services, Inc. and East West Bank
June 2017
Acquisition

Alera Group, Inc.  has acquired Group Benefits, LLC

MarshBerry was financial adviser to Group Benefits, LLC
June 2017
Acquisition

Hub International Limited has acquired the assets of Ponce de Leon Insurance Group, Inc. d/b/a Colton Insurance Associates

MarshBerry was financial adviser to Ponce de Leon Insurance Group, Inc. d/b/a Colton Insurance Associates
June 2017
Acquisition

National Senior Insurance Inc. unit Seeman Holtz Property and Casualty Inc. has acquired Direct Choice Insurance Services Inc.

MarshBerry was financial adviser to Direct Choice Insurance Services Inc.
June 2017
Acquisition

Arthur J. Gallagher & Co. has acquired Northern Star Insurance Services

MarshBerry was financial adviser to Northern Star Insurance Services
June 2017
Acquisition

Specialty Program Group, LLC has acquired Workers Compensation Business from Marketscout Corporation

MarshBerry was financial adviser to Specialty Program Group, LLC
May 2017
Acquisition

Hub International Limited has acquired CIFS Inc. d/b/a City Insurance Services Co. and its affiliates Silver City Insurance Services Inc. and J&C Financial Planning Inc. d/b/a MOA Financial Services

MarshBerry was financial adviser to the Seller
April 2017
Acquisition

First Defiance Financial Corp. has acquired Corporate One Benefits Agency, Inc.

MarshBerry was financial adviser to Corporate One Benefits Agency, Inc.
April 2017
Acquisition

Workers Credit Union has acquired Braley Wellington Insurance Group

MarshBerry was financial adviser to Workers Credit Union
April 2017
Merger

Hausmann-Johnson Insurance, Inc. has merged with The Benefit Services Group, Inc.

MarshBerry was financial adviser to both Hausmann-Johnson Insurance, Inc. and The Benefit Services Group, Inc.
April 2017
Acquisition

Prime Risk Partners, Inc. has acquired Gundermann & Gundermann, Inc.

MarshBerry was financial adviser to Prime Risk Partners, Inc.
March 2017
Acquisition

Arthur J. Gallagher & Co. has acquired Farallone Pacific Insurance Services, LLC

MarshBerry was financial adviser to Farallone Pacific Insurance Services, LLC
March 2017
Acquisition

USI, Inc. has acquired Cameron M. Harris & Co. LLC

MarshBerry was financial adviser to USI, Inc.
March 2017
Acquisition

Ryan Specialty Group, LLC has acquired Trident Marine Managers Inc.

MarshBerry was financial adviser to Trident Marine Managers Inc.
March 2017
Acquisition

Baldwin Risk Partners has acquired Bradenton Insurance, LLC

MarshBerry was financial adviser to Bradenton Insurance, LLC
March 2017
Acquisition

Hub International Limited has acquired Leavitt Insurance Services of Southern California, Inc.

MarshBerry was financial adviser to Leavitt Insurance Services of Southern California, Inc.
March 2017
Acquisition

Hub International Limited has acquired Heritage Corporate Benefits, LLC

MarshBerry was financial adviser to Heritage Corporate Benefits, LLC
March 2017
Acquisition

NFP Corp. has acquired HOLE-IN-ONE U.S.A.

MarshBerry was financial adviser to HOLE-IN-ONE U.S.A.
March 2017
Acquisition

Hub International Limited has acquired BCI Group, Inc.

MarshBerry was financial adviser to BCI Group, Inc.
February 2017
Acquisition

Hilb Group, LLC has acquired Consolidated Marketing Group, Inc. d/b/a Charlotte Insurance

MarshBerry was financial adviser to Hilb Group, LLC
February 2017
Acquisition

BroadStreet Partners, Inc. has acquired A Privately-Held Insurance Agency in Florida

MarshBerry was financial adviser to the Seller
February 2017
Acquisition

Ryan Specialty Group, LLC has acquired Interstate Insurance Management, Inc.

MarshBerry was financial adviser to Interstate Insurance Management, Inc.
February 2017
Acquisition

Hub International Limited has acquired Denali Alaskan Insurance, LLC from Denali Federal Credit Union

MarshBerry was financial adviser to Denali Alaskan Insurance, LLC and Denali Federal Credit Union
December 2016
Acquisition

Alera Group, Inc. has acquired GCG Financial, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Hub International Limited has acquired Mainline Insurance Brokers, Inc.

MarshBerry was financial adviser to Hub International Limited
December 2016
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in Pennsylvania

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Hilb Group, LLC has acquired Endeavor Insurance Services, Inc.

MarshBerry was financial adviser to Endeavor Insurance Services, Inc.
December 2016
Acquisition

Alera Group, Inc. has acquired J.A. Counter & Associates, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Pentra, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Benico, Ltd.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Virtus Benefits, LLC

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Shirazi-Miller Benefits, LLC

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Shirazi Benefits, LLC

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Silberstein Insurance Group, LLC

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Robert G. Relph Agency, Inc. (dba Relph Benefit Advisors) & Flexible Benefits System, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired MFG Retirement Systems, Inc. (dba PWA Insurance Services)

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired K.B. Group Services, Inc. (dba Group Services, Inc.)

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired INGROUP Associates, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Beacon Retiree Benefits Group, LLC

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired HP Planning, LLC (dba CBP and/or Creative Benefit Planning)

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Hampson Mowrer Agency, Inc. (dba Hampson Mowrer Kreitz Agency)

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Forum Benefits, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired GCG Financial, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Coury Health Services, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Corporate Plans, Inc. (dba CPI-HR)

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Centennial Group Benefits and Insurance Services, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired C.M. Smith Agency, Inc.

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Brown & Noyes, LLC (dba Ardent Solutions)

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired TRUEBenefits, LLC

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired Benefit Advisors Network, LLC (dba BAN)

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired American Insurance Administrators, Inc. (dba AIA Benefits Resource Group)

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Alera Group, Inc. has acquired A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Hub International Limited has acquired Tevis Insurance Solutions, LLC

MarshBerry was financial adviser to Hub International Limited
December 2016
Acquisition

Hub International Limited has acquired Global Marine Insurance Agency

MarshBerry was financial adviser to Hub International Limited
December 2016
Acquisition

Hub International Limited has acquired Indian Head Agencies (1980) Ltd.

MarshBerry was financial adviser to Hub International Limited
December 2016
Acquisition

Hub International Limited has acquired Cathedral Insurance Services (1995) Ltd.

MarshBerry was financial adviser to Hub International Limited
December 2016
Acquisition

Hub International Limited has acquired R&J McKay Agencies Limited

MarshBerry was financial adviser to Hub International Limited
December 2016
Acquisition

Acrisure, LLC has acquired A Book of Business from a Privately-Held Insurance Agency in Alaska

MarshBerry was financial adviser to the Seller
December 2016
Acquisition

Arthur J. Gallagher & Co. has acquired The MW Bagnall Company

MarshBerry was financial adviser to The MW Bagnall Company
December 2016
Acquisition

Hub International Limited has acquired Pinnacle Financial Group, Inc. and Pinnacle Insurance Agency, Inc.

MarshBerry was financial adviser to Pinnacle Financial Group, Inc. and Pinnacle Insurance Agency, Inc.
December 2016
Acquisition

NFP Corp. has acquired City Securities Insurance, LLC

MarshBerry was financial adviser to NFP Corp.
December 2016
Acquisition

Berends Hendricks Stuit Insurance Agency, Inc. has acquired Strategic Employee Benefit Services of Western Michigan, LLC

MarshBerry was financial adviser to Strategic Employee Benefit Services of Western Michigan, LLC
November 2016
Acquisition

Leavitt Group Enterprises, Inc. has acquired BB&H Benefit Designs, Inc.

MarshBerry was financial adviser to BB&H Benefit Designs, Inc.
November 2016
Acquisition

AssuredPartners, Inc. has acquired TJ&S, Inc.

MarshBerry was financial adviser to TJ&S, Inc.
November 2016
Acquisition

USI, Inc. has acquired Johnson & Bryan, Inc.

MarshBerry was financial adviser to USI, Inc.
November 2016
Acquisition

Northwest Bancshares, Inc. has acquired Winans Insurance & Employee Benefits

MarshBerry was financial adviser to Northwest Bancshares, Inc.
October 2016
Acquisition

Hub International Limited has acquired Sweet & Baker Insurance Brokers, Inc.

MarshBerry was financial adviser to Sweet & Baker Insurance Brokers, Inc.
October 2016
Acquisition

Hilb Group, LLC has acquired Fundamental Insurance And Retirement Planning, Inc.

MarshBerry was financial adviser to Fundamental Insurance And Retirement Planning, Inc.
October 2016
Acquisition

Hub International Limited has acquired Mayport Insurance & Realty, Inc.

MarshBerry was financial adviser to Mayport Insurance & Realty, Inc.
October 2016
Acquisition

Michigan Farm Bureau Financial Corporation has acquired LIC Corporation

MarshBerry was financial adviser to LIC Corporation
October 2016
Acquisition

WinStar Insurance Group, LLC has acquired Regnier & Associates, Inc.

MarshBerry was financial adviser to Regnier & Associates, Inc.
September 2016
Acquisition

Hub International Limited has acquired Sarjeant Insurance Brokers Limited

MarshBerry was financial adviser to Hub International Limited.
September 2016
Acquisition

Hub International Limited has acquired Patterson Insurance Brokers Inc.

MarshBerry was financial adviser to Hub International Limited
August 2016
Acquisition

Hub International Limited has acquired KeenanSuggs Insurance Inc.

MarshBerry was financial adviser to Hub International Limited
July 2016
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in California

MarshBerry was financial adviser to the Seller
July 2016
Acquisition

Arthur J. Gallagher & Co. has acquired Blue Horizon Insurance Services, Inc.

MarshBerry was financial adviser to Blue Horizon Insurance Services, Inc.
July 2016
Acquisition

Hub International Limited has acquired Tenth Dot Benefit Solutions, LLC d/b/a Gateway Financial Group Inc.

MarshBerry was financial adviser to Tenth Dot Benefit Solutions, LLC d/b/a Gateway Financial Group Inc.
July 2016
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in California

MarshBerry was financial adviser to the Seller
June 2016
Acquisition

Confie Seguros Holdings II has acquired Lloyd D. Sprague & Son, Inc.

MarshBerry was financial adviser to the Seller
June 2016
Acquisition

Advantage West, LLC has acquired Sentinel Security Life Insurance Co.

MarshBerry was financial adviser to Sentinel Security Life Insurance Co.
June 2016
Acquisition

Confie Seguros Holding Co. has acquired ExpressLink, Inc.

MarshBerry was financial adviser to ExpressLink, Inc.
June 2016
Acquisition

RSC Insurance Brokerage Inc. has acquired OakBridge Advisors Inc.

MarshBerry was financial adviser to OakBridge Advisors Inc.
June 2016
Acquisition

Jacobson, Goldfarb & Scott, Inc. has acquired AURA Holdings, LLC

MarshBerry was financial adviser to AURA Holdings, LLC
June 2016
Acquisition

Arthur J. Gallagher & Co. has acquired KRW Insurance Agency, Inc.

MarshBerry was financial adviser to KRW Insurance Agency, Inc.
May 2016
Acquisition

Arthur J. Gallagher & Co. has acquired McNeary, Inc.

MarshBerry was financial adviser to McNeary, Inc.
May 2016
Acquisition

BroadStreet Partners, Inc. has acquired A Privately-Held Insurance Agency in Indiana

MarshBerry was financial adviser to the Seller
April 2016
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in California

MarshBerry was financial adviser to the Seller
March 2016
Acquisition

RSC Insurance Brokerage, Inc., d/b/a Risk Strategies Company, Inc. has acquired Lester Brokerage, Inc.

MarshBerry was financial adviser to Lester Brokerage, Inc.
March 2016
Acquisition

Hilb Group, LLC has acquired Clark-Mortenson Agency, Inc.

MarshBerry was financial adviser to Hilb Group, LLC.
March 2016
Acquisition

USI, Inc. has acquired Forrest Sherer, Inc.

MarshBerry was financial adviser to Forrest Sherer, Inc.
March 2016
Acquisition

Northwest Bancshares, Inc. has acquired Best Insurance Agency, Inc.

MarshBerry was financial adviser to Northwest Bancshares, Inc.
March 2016
Acquisition

HealthSCOPE Benefits, Inc. has acquired A Privately-Held Third Party Administrator in Louisiana

MarshBerry was financial adviser to the Seller
February 2016
Acquisition

Hilb Group, LLC has acquired Dowling & O’Neil Insurance Agency, Inc.

MarshBerry was financial adviser to Dowling & O’Neil Insurance Agency, Inc.
February 2016
Acquisition

Hub International Limited has acquired Equity Risk Partners, Inc.

MarshBerry was financial adviser to Hub International Limited
February 2016
Acquisition

BD Capital Partners, LLC has acquired Pinkerton Insurance Agency, Inc.

MarshBerry was financial adviser to Pinkerton Insurance Agency, Inc.
February 2016
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in California

MarshBerry was financial adviser to the Seller
January 2016
Acquisition

Brown & Brown Insurance Services of California, Inc. has acquired BayRisk Insurance Brokers, Inc.

MarshBerry was financial adviser to BayRisk Insurance Brokers, Inc.
January 2016
Acquisition

South Carolina Financial Solutions, LLC has acquired A Privately-Held Insurance Agency in South Carolina

MarshBerry was financial adviser to South Carolina Financial Solutions, LLC
January 2016
Acquisition

AssuredPartners, Inc. has acquired Van Zandt, Emrich & Cary, Inc.

MarshBerry was financial adviser to AssuredPartners, Inc.
January 2016
Acquisition

Hub International Limited has acquired Acorn, Inc. dba Columbian Agency

MarshBerry was financial adviser to Hub International Limited
January 2016
Acquisition

USI Insurance Services, LLC has acquired Healthcare Liability Solutions, LLC

MarshBerry was financial adviser to USI Insurance Services, LLC
January 2016
Acquisition

Edgewood Partners Insurance Center, Inc. (EPIC) has acquired Ascende, Inc.

MarshBerry was financial adviser to Ascende, Inc.
January 2016
Acquisition

Hub International Limited has acquired Cowan Benefits, Inc.

MarshBerry was financial adviser to Cowan Benefits, Inc.
January 2016
Acquisition

Hub International Limited has acquired RPG Solutions, Inc.

MarshBerry was financial adviser to RPG Solutions, Inc.
December 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in California

MarshBerry was financial adviser to the Seller
December 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in Florida

MarshBerry was financial adviser to the Seller
December 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in Missouri

MarshBerry was financial adviser to the Acrisure, LLC
December 2015
Acquisition

First Mid-Illinois Bancshares, Inc. has acquired Illiana Insurance Agency, LTD

MarshBerry was financial adviser to First Mid-Illinois Bancshares, Inc.
December 2015
Acquisition

Arthur J. Gallagher & Co. has acquired Centennial Insurance Agency, LLC

MarshBerry was financial adviser to Centennial Insurance Agency, LLC
December 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in Arkansas

MarshBerry was financial adviser to the Seller
December 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in Texas

MarshBerry was financial adviser to the Seller
December 2015
Acquisition

Arthur J. Gallagher & Co. has acquired McPherson Benefits Group, LLC

MarshBerry was financial adviser to McPheson Benefits Group, LLC
December 2015
Acquisition

Hub International Limited has acquired Forest Financial Group, Inc.

MarshBerry was financial adviser to Forest Financial Group, Inc.
December 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in California

MarshBerry was financial adviser to the Seller
December 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in California

MarshBerry was financial adviser to the Seller
October 2015
Acquisition

Hub International Limited has acquired Johnson & Wood Insurance Services, Inc.

MarshBerry was financial adviser to Johnson & Wood Insurance Services, Inc.
October 2015
Acquisition

Marsh & McLennan Agency, LLC has acquired Dawson Insurance Agency, Inc.

MarshBerry was financial adviser to Dawson Insurance Agency, Inc.
October 2015
Acquisition

Hilb Group, LLC has acquired Gentry Insurance Agency, Inc.

MarshBerry was financial adviser to Hilb Group, LLC
September 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in Pennsylvania

MarshBerry was financial adviser to the Seller
September 2015
Acquisition

Lighthouse Insurance Group, Inc. has acquired Lake Agency, Inc.

MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.
September 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in Louisiana

MarshBerry was financial adviser to the Seller
September 2015
Acquisition

Acrisure, LLC has acquired A Privately-Held Insurance Agency in Texas

MarshBerry was financial adviser to the Seller
September 2015
Acquisition

USI Insurance Services, LLC has acquired Benefit Controls of the Carolinas, Inc.

MarshBerry was financial adviser to USI Insurance Services, LLC
August 2015
Acquisition

South Carolina Financial Solutions, LLC has acquired Chastain Insurance Agency, Inc.

MarshBerry was financial adviser to South Carolina Financial Solutions, LLC
August 2015
Acquisition

Hub International Limited has acquired Pippel Insurance Agency, Inc.

MarshBerry was financial adviser to Pippel Insurance Agency, Inc.
August 2015
Acquisition

Hub International Limited has acquired BW Insurance Agency, Inc. from Bank of the West

MarshBerry was financial adviser to BW Insurance Agency, Inc. and Bank of the West
August 2015
Acquisition

NFP Corp. has acquired BWD Group, LLC

MarshBerry was financial adviser to NFP Corp.
August 2015
Acquisition

Regions Insurance, Inc. has acquired The A.I. Group, Inc.

MarshBerry was financial adviser to Regions Insurance, Inc.
August 2015
Acquisition

Hilb Group, LLC has acquired JWB Insurance Group

MarshBerry was financial adviser to Hilb Group, LLC
July 2015
Acquisition

Hub International Limited has acquired HDH Group, Inc.

MarshBerry was financial adviser to Hub International Limited
July 2015
Acquisition

AssuredPartners, Inc. has acquired Waltz Sheridan Crawford, Inc.

MarshBerry was financial adviser to Waltz Sheridan Crawford, Inc.
July 2015
Acquisition

Marsh & McLennan Agency, LLC has acquired Cline Wood Agency, Inc. 

MarshBerry was financial adviser to Marsh & McLennan Agency, LLC
July 2015
Acquisition

Marsh & McLennan Agency, LLC has acquired Tequesta Insurance Advisors

MarshBerry was financial adviser to Marsh & McLennan Agency, LLC
June 2015
Acquisition

Hub International Limited has acquired Gamble & Associates Insurance Limited

MarshBerry was financial adviser to Hub International Limited
June 2015
Acquisition

AssuredPartners, Inc. has acquired Corporate Healthcare Strategies LLC, dba StoudtAdvisors Inc.

MarshBerry was financial adviser to Corporate Healthcare Strategies LLC, dba StoudtAdvisors Inc.
June 2015
Acquisition

Hudson Insurance Company has acquired Euclid Managers, LLC

MarshBerry was financial adviser to Euclid Managers, LLC
June 2015
Acquisition

RetinQ Consulting Group, LLC has acquired Austin Consulting Group, Inc.

MarshBerry was financial adviser to RetinQ Consulting Group, LLC
May 2015
Acquisition

RSC Insurance Brokerage Inc., d/b/a Risk Strategies Company Inc. has acquired Dubraski & Associates Insurance Services LLC

MarshBerry was financial adviser to Dubraski & Associates Insurance Services LLC
May 2015
Acquisition

Coyle Kiley Insurance Agency, Inc. has acquired Coyle-Varland Insurance Agency, Inc.

MarshBerry was financial adviser to Coyle Kiley Insurance Agency, Inc. and Coyle-Varland Insurance Agency, Inc.
May 2015
Acquisition

NFP Property & Casualty Services, Inc. has acquired AutoGroup Services

MarshBerry was financial adviser to NFP Property & Casualty Services, Inc.
May 2015
Acquisition

NFP Property & Casualty Services, Inc. has acquired Hackett Valine & MacDonald, Inc.

MarshBerry was financial adviser to Hackett Valine & MacDonald, Inc.
May 2015
Acquisition

Risk Strategies Company, Inc. has acquired Northwest Comprehensive, Inc.

MarshBerry was financial adviser to RSC Insurance Brokerage Inc., d/b/a Risk Strategies Company, Inc.
May 2015
Acquisition

Barker Phillips Jackson has acquired books of business from Employee Benefit Design, LLC

MarshBerry was financial adviser to Barker Phillips Jackson
May 2015
Acquisition

Hub International Limited has acquired The Holmes Organisation, Inc.

MarshBerry was financial adviser to The Holmes Organisation, Inc.
May 2015
Acquisition

Market Financial Group, Ltd. has acquired Norhill, Inc. d/b/a R-H Insurance Group

MarshBerry was financial adviser to Market Financial Group, Ltd.
April 2015
Acquisition

Hub International Limited has acquired Progressive Home Warranty & Pacific Home Warranty

MarshBerry was financial adviser to Hub International Limited
April 2015
Acquisition

Arthur J. Gallagher & Co. has acquired Madison Risk & Insurance Services, Inc.

MarshBerry was financial adviser to Madison Risk & Insurance Services, Inc. (d/b/a Madison Healthcare Insurance Services, Inc.)
March 2015
Acquisition

Hub International Limited has acquired Laubacher Insurance Agency, Inc.

MarshBerry was financial adviser to Laubacher Insurance Agency, Inc.
February 2015
Acquisition

Associated Banc-Corp has acquired Ahmann & Martin Co.

MarshBerry was financial adviser to Associated Banc-Corp
February 2015
Acquisition

Arthur J. Gallagher & Co. has acquired Cohn Financial Group, LLC

MarshBerry was financial adviser to Cohn Financial Group, LLC
February 2015
Acquisition

Lighthouse Insurance Group, Inc. has acquired Craig J. Graves & Company, Inc.

MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.
January 2015
Acquisition

G2 Insurance Services, LLC has acquired books of business from Wells Fargo Insurance Services USA, Inc.

MarshBerry was financial adviser to G2 Insurance Services, LLC
January 2015
Merger

NexTier Insurance Services, LLC has merged with ESS Insurance Group

MarshBerry was financial adviser to NexTier Insurance Services, LLC & ESS Insurance Group
January 2015
Acquisition

Stephens Insurance, LLC has acquired Centennial Insurance Agency, Inc. (Jonesboro Location Only)

MarshBerry was financial adviser to Centennial Bank, the Parent of Centennial Insurance Agency, Inc.
January 2015
Acquisition

Eagle American Insurance, LLC has acquired Commonwealth Insurance of the Bay Area, Inc.

MarshBerry was financial adviser to Commonwealth Insurance of the Bay Area, Inc.
January 2015
Acquisition

RCU Services Group has acquired SST Insurance Brokers, Inc.

MarshBerry was financial adviser to RCU Services Group
January 2015
Acquisition

Northwest Bancshares, Inc. has acquired B.J. Petruso Agency & Associates, Inc.

MarshBerry was financial adviser to Northwest Bancshares, Inc.
December 2014
Acquisition

Hub International Limited has acquired Fidelity Associates, Inc.

MarshBerry was financial adviser to Fidelity Associates, Inc.
December 2014
Acquisition

Marsh & McLennan Agency has acquired The Benefit Planning Group, Inc.

MarshBerry was financial adviser to The Benefit Planning Group, Inc.
December 2014
Acquisition

BroadStreet Partners, Inc. invested in InterWest Insurance Services, Inc.

MarshBerry performed a fairness opinion for the ESOP of InterWest Insurance Services, Inc., a private company
December 2014
Acquisition

Arthur J. Gallagher & Co. has acquired O’Gorman & Young, Inc.

MarshBerry was financial adviser to O’Gorman & Young, Inc.
December 2014
Acquisition

Hub International Limited has acquired John O. Bronson Co., Inc. (dba: Monterey Insurance Agencies) and Healthcare Facilities of America, Inc. (dba: Livermore & Associates Insurance Services)

MarshBerry was financial adviser to John O. Bronson Co. and Healthcare Facilities of America, Inc.
November 2014
Acquisition

EPIC Insurance Brokers and Consultants has acquired Greyling Insurance Brokerage & Risk Consulting, Inc.

MarshBerry was financial adviser to Greyling Insurance Brokerage & Risk Consulting, Inc.
October 2014
Acquisition

Arthur J. Gallagher & Co. has acquired Insurance Associates, Inc. and F&W Insurance, Inc.

MarshBerry was financial adviser to Insurance Associates, Inc. and F&W Insurance, Inc.
October 2014
Acquisition

USI Insurance Services, LLC has acquired Wallace Insurance Inc., Wallace Scott LLC & Scott Insurance Services

MarshBerry was financial adviser to Wallace Insurance Inc. Wallace Scott LLC & Scott Insurance Services
October 2014
Acquisition

Heffernan Insurance Brokers has acquired Pilot Benefits Group, LLC

MarshBerry was financial adviser to Pilot Benefits Group, LLC
October 2014
Acquisition

First Commonwealth Insurance Agency, Inc. has acquired Thompson/McLay Insurance Associates

MarshBerry was financial adviser to First Commonwealth Insurance Agency, Inc.
October 2014
Acquisition

Hub International Limited has acquired FieldEddy, Inc. and Your Choice Insurance Agency, Inc.

MarshBerry was financial adviser to FieldEddy, Inc. and Your Choice Insurance Agency, Inc.
October 2014
Acquisition

Hub International Limited has acquired Marrs Maddocks & Associates Insurance Services, Inc.

MarshBerry was financial adviser to Marrs Maddocks & Associates Insurance Services, Inc.
October 2014
Acquisition

Hub International Limited has acquired Kuykendall Gardner, LLC

MarshBerry was financial adviser to Hub International Limited
September 2014
Acquisition

Hub International Limited has acquired ISU Peterson Milaney Insurance Associates, Inc.

MarshBerry was financial adviser to ISU Peterson Milaney Insurance Associates, Inc.
August 2014
Acquisition

USI Insurance Services, LLC has acquired selected Willis North America, Inc. Locations

MarshBerry was financial adviser to USI Insurance Services, LLC
August 2014
Acquisition

Acrisure, LLC has acquired All-Security Insurance Agency, Inc.

MarshBerry was financial adviser to All-Security Insurance Agency, Inc.
August 2014
Acquisition

Univest Insurance, Inc. has acquired Sterner Insurance Associates, Inc.

MarshBerry was financial adviser to Sterner Insurance Associates, Inc.
August 2014
Acquisition

Digital Insurance, Inc. has acquired Benefits Resource, LLC

MarshBerry was financial adviser to Benefits Resource, LLC
July 2014
Acquisition

Hub International Limited has acquired Ruhl & Ruhl Insurance, a division of Two Rivers Insurance Services

MarshBerry was financial adviser to Two Rivers Financial Group, Inc. (Parent) and Two Rivers Insurance Services
July 2014
Acquisition

Arthur J. Gallagher & Co. has acquired Foundation Strategies, Inc.

MarshBerry was financial adviser to Foundation Strategies, Inc.
June 2014
Acquisition

Hub International Limited has acquired Fox/Everett, Inc.

MarshBerry was financial adviser to Fox/Everett, Inc.
April 2014
Acquisition

AssuredPartners, Inc. has acquired Landry, Harris and Company, LLC

MarshBerry was financial adviser to Landry, Harris and Company, LLC
April 2014
Acquisition

Hub International Limited has acquired Argus Insurance, Inc.

MarshBerry was financial adviser to Argus Insurance, Inc.
April 2014
Acquisition

BancorpSouth Insurance Services, Inc. has acquired Knox Insurance Group, LLC

MarshBerry was financial adviser to BancorpSouth Insurance Services, Inc.
March 2014
Acquisition

Marsh & McLennan Agency has acquired Capstone Insurance Services

MarshBerry was financial adviser to Marsh & McLennan Agency
February 2014
Acquisition

Arthur J. Gallagher & Co. has acquired Risk & Benefit Solutions

MarshBerry was financial adviser to Insurance & Actuarial Consultants, LLC (dba Risk & Benefit Solutions)
February 2014
Acquisition

Arthur J. Gallagher & Co. has acquired Kent, Kent & Tingle

MarshBerry was financial adviser to Kent & Kent Partnership and Fred Kent (dba Kent, Kent & Tingle)
February 2014
Merger

Flowers & McKeller, Inc. has merged with Bogan, Dunlap & Wood Insurance Agency, LLC

MarshBerry was financial adviser to both Flowers & McKeller, Inc. and Bogan, Dunlap & Wood Agency, LLC
January 2014
Acquisition

USI Insurance Services, LLC has acquired selected Wells Fargo Insurance Locations

MarshBerry was financial adviser to USI Insurance Services, LLC
January 2014
Acquisition

Leavitt Group Enterprises, Inc. has acquired an interest in Mountain West Benefits

MarshBerry was financial adviser to Coordinated Care Partners (dba Mountain West Benefits)
January 2014
Acquisition

AssuredPartners, Inc. has acquired Commercial Insurance Services, Inc.

MarshBerry was financial adviser to Commercial Insurance Services, Inc.
January 2014
Acquisition

AssuredPartners, Inc. has acquired Leonard Insurance Services Agency, Inc.

MarshBerry was financial adviser to Leonard Insurance Services Agency, Inc.
December 2013
Acquisition

Hub International Limited has acquired Pinnacle Insurance Partners, LLC

MarshBerry was financial adviser to Hub International Limited
December 2013
Acquisition

Hub International Limited has acquired MJP Associates, LLC

MarshBerry was financial adviser to Hub International Limited
December 2013
Acquisition

Hub International Limited has acquired Mack Agency, Inc.

MarshBerry was financial adviser to Hub International Limited
December 2013
Acquisition

Hub International Limited has acquired Michigan Insurance Partners Agency, Inc. & NEBS Agency, Inc.

MarshBerry was financial adviser to Hub International Limited
December 2013
Acquisition

Hub International Limited has acquired Poggi Agency, LLC

MarshBerry was financial adviser to Hub International Limited
December 2013
Acquisition

RSC Insurance Brokerage, Inc. dba Risk Strategies Company, Inc. has acquired Singer Nelson Charlmers, Inc.

MarshBerry was financial adviser to Singer Nelson Charlmers, Inc.
December 2013
Acquisition

Arthur J. Gallagher & Co. has acquired McIntyre Risk Management, LLC

MarshBerry was financial adviser to McIntyre Risk Management, LLC
December 2013
Acquisition

Arthur J. Gallagher & Co. has acquired Longfellow Financial, LLC

MarshBerry was financial adviser to Longfellow Financial, LLC
December 2013
Acquisition

National Financial Partners, Corp. has acquired Lone Star Advantage Insurance Services, Inc.

MarshBerry was financial adviser to Lone Star Advantage Insurance Services, Inc.
December 2013
Acquisition

Hub International Limited has acquired Daystar Financial Group, Inc.

MarshBerry was financial adviser to Hub International Limited
December 2013
Acquisition

Arthur J. Gallagher & Co. has acquired Cleaveland Insurance Group, Inc.

MarshBerry was financial adviser to Cleaveland Insurance Group, Inc.
December 2013
Acquisition

Marsh & McLennan Companies has acquired Cambridge Property & Casualty

MarshBerry was financial adviser to Cambridge Property & Casualty
November 2013
Acquisition

Williams-Manny, Inc. has acquired Langan, Haeger, Vincent & Born, Inc.

MarshBerry was financial adviser to Langan, Haeger, Vincent & Born, Inc.
November 2013
Acquisition

AssuredPartners, Inc. has acquired Lee F. Murphy, Inc.

MarshBerry was financial adviser to Lee F. Murphy, Inc.
November 2013
Acquisition

Cullen/Frost Bankers, Inc. has acquired Kolkhorst Insurance Agency, LLC

MarshBerry was financial adviser to Cullen/Frost Bankers, Inc. and Frost Insurance, Inc.
October 2013
Acquisition

Arthur J. Gallagher & Co. has acquired G.S. Levine Insurance Services, Inc.

MarshBerry was financial adviser to G.S. Levine Insurance Services, Inc.
October 2013
Acquisition

Arthur J. Gallagher & Co. has acquired RJDutton Incorporated

MarshBerry was financial adviser to RJDutton Incorporated
October 2013
Acquisition

USI Insurance Services, LLC has acquired Richard J. Princinsky & Associates, Inc.

MarshBerry was financial adviser to Richard J. Princinsky & Associates, Inc.
September 2013
Acquisition

Hub International Limited has acquired Connelly, Carlisle, Fields & Nichols Insurance

MarshBerry was financial adviser to USAmeriBancorp, Inc., the parent of Connelly, Carlisle, Fields & Nichols Insurance
September 2013
Acquisition

Higginbotham & Associates, Inc. has acquired Capital Benefits Group

MarshBerry was financial adviser to Capital Benefits Group
September 2013
Acquisition

AssuredPartners, Inc. has acquired Dwyer Franchise Insurance International, Inc

MarshBerry was financial adviser to Dwyer Franchise Insurance International, Inc.
September 2013
Acquisition

Centennial Group Benefits and Insurance Services, Inc. has acquired Financial Benefit Solutions, Inc.

MarshBerry was financial adviser to Centennial Group Benefits and Insurance Services, Inc.
August 2013
Acquisition

Hub International Limited has acquired Manuel Lujan Insurance, Inc.

MarshBerry was due diligence adviser to Hub International Limited
August 2013
Acquisition

Northwestern Benefits Management Group has acquired Northwestern Benefits, Inc.

MarshBerry was financial adviser to Northwestern Benefits, Inc.
August 2013
Acquisition

Fidelity National Financial, Inc. has acquired Strategic Employee Benefit Services

MarshBerry was financial adviser to Strategic Employee Benefit Services
August 2013
Acquisition

Hub International Limited has acquired Vicencia & Buckley Insurance Services, Inc.

MarshBerry was financial adviser to Hub International Limited
August 2013
Acquisition

Hub International Limited has acquired The Unity Group, Inc.

MarshBerry was financial adviser to The Unity Group, Inc.
July 2013
Acquisition

Fidelity National Financial, Inc. has acquired Berg Andonian, Inc.

MarshBerry was financial adviser to Berg Andonian, Inc.
July 2013
Acquisition

Edwards, Church & Muse, Inc. has acquired Estate Planning Consultants, Inc. and LifeCycle, LLC (collectively dba Ferguson Employee Benefits Agency)

MarshBerry was financial adviser to Edwards, Church & Muse, Inc.
April 2013
Acquisition

Starkweather & Shepley Insurance Brokerage, Inc. has acquired Crosbie-Macdonald MD Insurance Services

MarshBerry was financial adviser to Starkweather & Shepley Insurance Brokerage, Inc.
April 2013
Acquisition

National Financial Partners Corp. has acquired Thoits Insurance Services, Inc.

MarshBerry was financial adviser to Thoits Insurance Services, Inc.
March 2013
Acquisition

National Financial Partners Corp. has acquired Bay Benefits Insurance Services, Inc.

MarshBerry was financial adviser to Bay Benefits Insurance Services, Inc.
February 2013
Acquisition

Genstar Capital, LLC has acquired Acrisure, LLC

MarshBerry was financial adviser to Genstar Capital, LLC
December 2012
Acquisition

TrueNorth Companies, LLC has acquired RJLee and Associates, LLP

MarshBerry was financial adviser to TrueNorth Companies, LLC
December 2012
Acquisition

Leavitt Insurance Agency of San Diego, Inc. has acquired Konecki Insurance Brokerage

MarshBerry was financial adviser to Konecki Insurance Brokerage
December 2012
Acquisition

Lighthouse Insurance Group, Inc. has acquired Mills Benefit Group, LLC

MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.
December 2012
Acquisition

Northwest Bancshares, Inc. has acquired Bert Company dba The Bert Insurance Group

MarshBerry was financial adviser to Northwest Bancshares, Inc.
December 2012
Acquisition

Hub International Limited has acquired Benefit Concepts, Inc.

MarshBerry was financial adviser to Benefit Concepts, Inc.
December 2012
Acquisition

Hub International Limited has acquired InsurServ Trust, LLC dba Premier Insurance

MarshBerry was financial adviser to InsurServ Trust, LLC dba Premier Insurance
December 2012
Acquisition

Hub International Limited has acquired CFR, Inc.

MarshBerry was financial adviser to CFR, Inc.
December 2012
Acquisition

USI, Inc. has acquired Welsch, Flatness & Lutz, Inc.

MarshBerry was financial adviser to USI, Inc.
December 2012
Acquisition

Arthur J. Gallagher & Co. has acquired Corporate Benefits Advisors, LLC

MarshBerry was financial adviser to Corporate Benefits Advisors, LLC
December 2012
Acquisition

SchoolsFirst Federal Credit Union has acquired Partner Agency Insurance Services, Inc.

MarshBerry was financial adviser to SchoolsFirst Federal Credit Union
December 2012
Acquisition

Arthur J. Gallagher & Co. has acquired Gardner & White Corp.

MarshBerry was financial adviser to Gardner & White Corp.
December 2012
Acquisition

USI, Inc. has acquired Construction Insurance Partners

MarshBerry was financial adviser to USI, Inc.
December 2012
Acquisition

Arthur J. Gallagher & Co. has acquired Jack Ahrold Agency, Inc.

MarshBerry was financial adviser to Jack Ahrold Agency, Inc.
December 2012
Acquisition

Arthur J. Gallagher & Co. has acquired AFR, Inc. dba Ahrold Fay Rosenberg, Inc.

MarshBerry was financial adviser to AFR, Inc. dba Ahrold Fay Rosenberg, Inc.
December 2012
Acquisition

Arthur J. Gallagher & Co. has acquired Western Benefit Solutions, LLC

MarshBerry was financial adviser to Western Benefit Solutions, LLC
December 2012
Acquisition

Arthur J. Gallagher & Co. has acquired Charter Lakes Marine Insurance Agency, Inc.

MarshBerry was financial adviser to Charter Lakes Marine Insurance Agency, Inc.
December 2012
Acquisition

AssuredPartners, Inc. has acquired R. Stanford Webb Agency, Inc.

MarshBerry was financial adviser R. Stanford Webb Agency, Inc.
December 2012
Acquisition

Acrisure, LLC has acquired ARMS Insurance Agency, Inc.

MarshBerry was financial adviser to ARMS Insurance Agency, Inc.
December 2012
Acquisition

TrueNorth Companies, LLC has acquired First MainStreet Insurance, LLC

MarshBerry was financial adviser to TrueNorth Companies, LLC
December 2012
Acquisition

Acrisure, LLC has acquired Insurance Exchange Agency, Inc.

MarshBerry was financial adviser to Acrisure, LLC
November 2012
Acquisition

Hub International Limited has acquired Raintree Insurance Agency, Inc.

MarshBerry was financial adviser to Raintree Insurance Agency, Inc.
November 2012
Acquisition

Digital Insurance, Inc. has acquired Brown Insurance Services of Los Altos

MarshBerry was financial adviser to Brown Insurance Services of Los Altos
October 2012
Acquisition

Marsh & McLennan Companies, Inc. has acquired Howalt-McDowell Insurance, Inc.

MarshBerry was financial adviser to Howalt-McDowell Insurance, Inc.
October 2012
Acquisition

Arthur J. Gallagher & Co. has acquired Coyle Insurance Agency, Inc.

MarshBerry was financial adviser to Coyle Insurance Agency, Inc.
October 2012
Acquisition

Hub International Limited has acquired Dempsey Insurance Agency, Inc.

MarshBerry was financial adviser to Hub International Limited
October 2012
Acquisition

CBIZ, Inc. has acquired Strategic Employee Benefit Services – The Pruett Group, Inc.

MarshBerry was financial adviser to Strategic Employee Benefit Services – The Pruett Group, Inc.
October 2012
Acquisition

Hub International Limited has acquired Carrion, Laffitte & Casellas, Inc.

MarshBerry was financial adviser to Hub International Limited
September 2012
Acquisition

Randolph-Brooks Federal Credit Union has acquired SWBC

MarshBerry was financial adviser to Randolph-Brooks Federal Credit Union
September 2012
Acquisition

USI Insurance Services, LLC has acquired TD Insurance, Inc.

MarshBerry was financial adviser to USI Insurance Services, LLC
September 2012
Acquisition

Hub International Limited has acquired John D. Williams Company

MarshBerry was financial adviser to John D. Williams Company
August 2012
Acquisition

Marsh & McLennan Companies, Inc. has acquired Rosenfeld-Einstein & Associates Insurance Agency, Inc.

MarshBerry was financial adviser to Marsh & McLennan Companies, Inc.
August 2012
Acquisition

Marsh & McLennan Agency, LLC has acquired George Eidson Agency, Inc.

MarshBerry was financial adviser to George Eidson Agency, Inc.
August 2012
Acquisition

Hub International Limited has acquired CCI Financial & Insurance Solutions

MarshBerry was financial adviser to Hub International Limited
July 2012
Acquisition

USAmeriBancorp, Inc. has acquired Aliant Insurance Group, LLC

MarshBerry was financial adviser to USAmeriBancorp, Inc.
July 2012
Acquisition

Brown-Hiller Clark & Associates has acquired Group Insurance Consultants of Fort Smith, Inc.

MarshBerry was financial adviser to Brown-Hiller Clark & Associates
July 2012
Acquisition

Arthur J. Gallagher & Co. has acquired Grace/Mayer Insurance Agency, Inc.

MarshBerry was financial adviser to Grace/Mayer Insurance Agency,Inc.
July 2012
Acquisition

Digital Insurance, Inc. has acquired DSG Benefits Group, LLC

MarshBerry was financial adviser to DSG Benefits Group, LLC
July 2012
Acquisition

BancorpSouth, Inc. has acquired Securance Group, Inc.

MarshBerry was financial adviser to BancorpSouth, Inc.
July 2012
Acquisition

Hub International Limited has acquired Sidles Duncan & Associates Insurance Services, Inc.

MarshBerry was financial adviser to Sidles Duncan & Associates Insurance Services, Inc.
June 2012
Acquisition

Hub International Limited has acquired MGIS Property & Casualty Insurance Services, Inc.

MarshBerry was financial adviser to MGIS Property & Casualty Insurance Services, Inc.
June 2012
Acquisition

Doctors First, Inc. has acquired MGIS Property & Casualty Insurance Services, Inc.

MarshBerry was financial adviser to MGIS Property & Casualty Insurance Services, Inc.
June 2012
Acquisition

Healthcare Providers Insurance Exchange has acquired The MGIS Companies, Inc.

MarshBerry was financial adviser to The MGIS Companies, Inc.
May 2012
Acquisition

Marsh & McLennan Companies, Inc. has acquired Progressive Benefit Solutions, LLC

MarshBerry was financial adviser to Progressive Benefit Solutions, LLC
May 2012
Acquisition

Hub International Limited has acquired Association Benefits Insurance Agency, Inc.

MarshBerry was financial adviser to Hub International Limited
April 2012
Acquisition

Hub International Limited has acquired Knauff Insurance Agency, Inc.

MarshBerry was financial adviser to Hub International Limited
April 2012
Acquisition

Arthur J. Gallagher & Co. has acquired Schiff, Kreidler-Shell, Inc.

MarshBerry was financial adviser to Schiff, Kreidler-Shell, Inc.
April 2012
Acquisition

USI Insurance Services, LLC has acquired BBVA Compass Insurance Agency, Inc.

MarshBerry was financial adviser to BBVA Compass Insurance Agency, Inc.
March 2012
Acquisition

TrueNorth Companies, LLC has acquired Frank W. Berlin & Associates, LLC

MarshBerry was financial adviser to TrueNorth Companies, LLC
February 2012
Acquisition

USI Insurance Services, LLC has acquired Euclid Insurance Retail Property & Casualty and Employee Benefit Division from Euclid Insurance Services, Inc.

MarshBerry was financial adviser to USI Insurance Services, LLC
February 2012
Acquisition

Barry Sher has acquired Stewart Insurance Services, Inc.

MarshBerry was financial adviser to Stewart Insurance Services, Inc.
February 2012
Acquisition

Arthur J. Gallagher & Co. has acquired First Premium Insurance Group, Inc.

MarshBerry was financial adviser to First Premium Insurance Group, Inc.
February 2012
Acquisition

TDECU Insurance Agency, LLC has acquired Burridge Insurance Agency, Inc.

MarshBerry was financial adviser to TDECU Insurance Agency, LLC
January 2012
Acquisition

TDECU Insurance Agency, LLC has acquired Assurance Insurance Agency, LLC

MarshBerry was financial adviser to TDECU Insurance Agency, LLC
January 2012
Acquisition

TrueNorth Companies, LLC has acquired Employer Planning Services

MarshBerry was financial adviser to TrueNorth Companies, LLC
January 2012
Acquisition

Insurance Associates, Inc. has acquired Martel Surety Associates

MarshBerry was financial adviser to Insurance Associates, Inc.
November 2011
Acquisition

Marsh & McLennan Companies, Inc. has acquired Seitlin & Company

MarshBerry was financial adviser to Marsh & McLennan Companies, Inc.
November 2011
Acquisition

Brown & Brown, Inc. has acquired Sitzmann, Morris & Lavis, Inc. dba Sitzmann, Morris & Lavis Insurance Agency, Inc.

MarshBerry was financial adviser to Sitzmann, Morris & Lavis, Inc. dba Sitzmann, Morris & Lavis Insurance Agency, Inc.
October 2011
Acquisition

BB&T Insurance Services, Inc. has acquired Liberty Benefit Insurance Services, Inc.

MarshBerry was financial adviser to Liberty Benefit Insurance Services, Inc.
September 2011
Acquisition

USI Insurance Services, LLC has acquired First Place Insurance Agency Ltd.

MarshBerry was financial adviser to First Place Insurance Agency Ltd.
September 2011
Acquisition

National Financial Partners Corporation has acquired DA Financial Group

MarshBerry was financial adviser to DA Financial Group
August 2011
Acquisition

Saginaw Bay Underwriters has acquired Landmark Insurance Agency, Inc.

MarshBerry was financial adviser to Saginaw Bay Underwriters
July 2011
Acquisition

Jefferson Bank has acquired Sanger & Altgelt

MarshBerry was financial adviser to Sanger & Altgelt
July 2011
Acquisition

USI Insurance Services, LLC has acquired Plumhoff & Associates, Inc.

MarshBerry was financial adviser to USI Insurance Services, LLC
July 2011
Acquisition

First Defiance Financial Corp. has acquired Payak-Dubbs Insurance Agency, Inc.

MarshBerry was financial adviser to First Defiance Financial Corp.
June 2011
Acquisition

Arthur J. Gallagher & Company has acquired Bushong Insurance Associates, Inc.

MarshBerry was financial adviser to Bushong Insurance Associates, Inc.
June 2011
Acquisition

Hub International Limited has acquired First Southeast Insurance Services, Inc.

MarshBerry was financial adviser to Hub International Limited
May 2011
Acquisition

Westland Insurance Services, Inc. has acquired Hughes Insurance Agency, Inc.

MarshBerry was financial adviser to Westland Insurance Services, Inc.
May 2011
Acquisition

Hub International Limited has acquired Lawson-Hawks Insurance Associates, Inc.

MarshBerry was financial adviser to Lawson-Hawks Insurance Associates, Inc.
April 2011
Acquisition

Digital Insurance, Inc. has acquired Strategic Benefits Consultants, LLC

MarshBerry was financial adviser to Digital Insurance, Inc.
April 2011
Acquisition

First Niagara Risk Management, Inc. has acquired Pierson & Smith, Inc.

MarshBerry was financial adviser to Pierson & Smith, Inc.
March 2011
Acquisition

Ascension Insurance, Inc. has acquired Walter L. Clark & Associates, Inc.

MarshBerry was financial adviser to Walter L. Clark & Associates, Inc.
March 2011
Acquisition

Robert E. Miller Insurance Agency, Inc. has acquired Midwest Employee Benefits, Inc.

MarshBerry was financial adviser to Robert E. Miller Insurance Agency, Inc.
January 2011
Acquisition

Ascension Insurance, Inc. has acquired Netherton & Boles, Inc.

MarshBerry was financial adviser to Ascension Insurance, Inc.
January 2011
Acquisition

Keys Insurance, Inc. has acquired Greystone Insurance Agency

MarshBerry was financial adviser to Keys Insurance, Inc.
January 2011
Acquisition

Insurance Solutions 4 U, Inc. / Leverity Insurance Group, Inc. has acquired G. F. Hoch Company, Inc.

MarshBerry was financial adviser to G. F. Hoch Company, Inc.
January 2011
Acquisition

Oswald Companies has acquired Selvaggio, Teske & Associates, Inc.

MarshBerry was financial adviser to Oswald Companies
December 2010
Acquisition

Hub International Limited has acquired Sander A. Kessler & Associates, Inc.

MarshBerry was financial adviser to Sander A. Kessler & Associates, Inc.
December 2010
Merger

Hylant Group, Inc. merged its operations with Affiliated Insurance Agencies, Inc. dba Swartzel Affiliated Insurance Agency

MarshBerry was financial adviser to Affiliated Insurance Agencies, Inc. dba Swartzel Affiliated Insurance Agency
December 2010
Acquisition

First Financial Corporation has acquired Clay Ladd, Inc.

MarshBerry was financial adviser to First Financial Corporation
December 2010
Acquisition

Arthur J. Gallagher & Company has acquired Herbuck, Alder & Company

MarshBerry was financial adviser to Herbuck, Alder & Company
December 2010
Acquisition

Cretcher Heartland, LLC has acquired CH Incorporated

MarshBerry was financial adviser to Cretcher Heartland, LLC
December 2010
Acquisition

Brown & Brown, Inc. has acquired Ruland & Mattingley Insurance Services, Inc.

MarshBerry was financial adviser to Ruland & Mattingley Insurance Services, Inc.
December 2010
Acquisition

Champion Risk & Insurance Brokers, L.P. has acquired Barlocker Insurance Services of San Jose

MarshBerry was financial adviser to Champion Risk & Insurance Brokers, L.P.
November 2010
Acquisition

First Niagara Risk Management, Inc. has acquired Banyan Consulting, LLC

MarshBerry was financial adviser to First Niagara Risk Management, Inc.
November 2010
Acquisition

Icefyre, LLC has acquired Oswald Logistics Insurance

MarshBerry was financial adviser to Oswald Logistics Insurance
November 2010
Acquisition

Alliant Insurance Services, Inc. has acquired J.D. Tanner & Associates Insurance Services dba Jon Donovan Tanner Insurance Agency, Inc.

MarshBerry was financial adviser to J.D. Tanner & Associates Insurance Services dba Jon Donovan Tanner Insurance Agency, Inc.
November 2010
Acquisition

Kuhl & Company Insurance has acquired Managed Benefits Agency, Inc.

MarshBerry was financial adviser to Kuhl & Company Insurance
November 2010
Acquisition

First Niagara Risk Management, Inc. has acquired Summit Insurance Group, Inc.

MarshBerry was financial adviser to First Niagara Risk Management, Inc.
November 2010
Acquisition

First Niagara Risk Management, Inc. has acquired Summit Benefits, LLC

MarshBerry was financial adviser to First Niagara Risk Management, Inc.
October 2010
Acquisition

Huttenlocher Group II, LLC has acquired Fulcher Companies, Inc.

MarshBerry was financial adviser to Fulcher Companies, Inc.
October 2010
Acquisition

General Insurance Services, Inc. has acquired the Book of Business of Swanson and Swanson Insurance, Inc.

MarshBerry was financial adviser to General Insurance Services, Inc.
September 2010
Acquisition

Barker Phillips Jackson, Inc. has acquired Bos Insurance Services, LLC

MarshBerry was financial adviser to Barker Phillips Jackson, Inc.
September 2010
Acquisition

Murray Risk Management and Insurance has acquired Construction Bonds, Inc.

MarshBerry was financial adviser to Construction Bonds, Inc.
September 2010
Acquisition

HUB International Limited has acquired McFadden Insurance Agency, Inc.

MarshBerry was financial adviser to McFadden Insurance Agency, Inc.
September 2010
Acquisition

LGE Community Credit Union has acquired LHW Insurance

MarshBerry performed due diligence for LGE Community Credit Union
August 2010
Acquisition

George Petersen Insurance Agency has acquired Northwest Insurance Agency, Inc.

MarshBerry was financial adviser to George Petersen Insurance Agency
August 2010
Acquisition

S&P Insurance Partners, LLC has acquired offices of Steve Standridge Insurance, Inc.

MarshBerry was financial adviser to Steve Standridge Insurance, Inc.
August 2010
Acquisition

Hub International Limited has acquired Pollman’s Insurance Agency, Inc.

MarshBerry was financial adviser to Pollman’s Insurance Agency, Inc.
July 2010
Acquisition

First Niagara Risk Management, Inc. has acquired RTI Insurance Services of Pennsylvania

MarshBerry was financial adviser to First Niagara Risk Management, Inc.
July 2010
Acquisition

First Niagara Risk Management, Inc. has acquired Three Rivers Financial Services, Inc.

MarshBerry was financial adviser to First Niagara Risk Management, Inc.
July 2010
Acquisition

Ottawa-Kent Insurance Agency, Inc. has acquired Select One Insurance Agencies, Inc.

MarshBerry was financial adviser to Ottawa-Kent Insurance Agency, Inc.
July 2010
Acquisition

Brown & Brown, Inc. has acquired Commonwealth Insurance Group, LLC

MarshBerry was financial adviser to Commonwealth Insurance Group, LLC
June 2010
Acquisition

Alaska USA Credit Union has acquired Rainer Pacific Insurance Services, Inc.

MarshBerry was financial adviser to Alaska USA Credit Union
June 2010
Acquisition

Arthur J. Gallagher & Co. has acquired Joseph James & Associates Insurance Agency, Inc.

MarshBerry was financial adviser to Joseph James & Associates Insurance Agency, Inc.
June 2010
Acquisition

Southwest Insurance Agents Alliance, LLC has acquired HUGO New Mexico, Inc. dba INEX Agency Alliance

MarshBerry was financial adviser to HUGO New Mexico, Inc. dba INEX Agency Alliance
May 2010
Acquisition

First Insurance and Investments has acquired the Employee Benefits Line of Business from Andres O’Neil & Lowe Insurance Agency, Inc.

MarshBerry was financial adviser to Andres O’Neil & Lowe Insurance Agency, Inc.
April 2010
Acquisition

Berends Hendricks Stuit Insurance Agency, Inc. has acquired Byron Insurance Agency, Inc. dba Dornbush Insurance Agency, Inc.

MarshBerry was financial adviser to Byron Insurance Agency, Inc. dba Dornbush Insurance Agency, Inc.
February 2010
Acquisition

Arthur J. Gallagher & Co. has acquired Cobbs, Allen & Hall of Georgia, Inc.

MarshBerry was financial adviser to Cobbs, Allen & Hall of Georgia, Inc.
February 2010
Acquisition

Brown & Brown has acquired Insurance Exchange, Inc.

MarshBerry was financial adviser to Insurance Exchange, Inc.
January 2010
Acquisition

Northwest Bancshares, Inc. has acquired Veracity Benefit Designs, Inc.

MarshBerry was financial adviser to Northwest Bancshares, Inc.
January 2010
Acquisition

Esser Hayes Insurance Group, Inc. has acquired Spillman & Wotyla, Inc.

MarshBerry was financial adviser to both parties

* Securities offered through MarshBerry Capital, Inc., Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co., Inc.
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