Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.
Merger & Acquisition Advisory*, Business & Perpetuation Planning and Valuations
Talent Acquisition, Sales Performance & Peer Exchange Solutions
Utilizing industry data to help drive thought leadership and performance innovation.
AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.
GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC
Hub International Limited has acquired Christiansen Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
The Hilb Group, LLC has acquired a privately-held insurance agency in Michigan
American Insurance, Inc has acquired a privately-held insurance agency in North Dakota
Alera Group, Inc. has acquired Granite Group Benefits, LLC
Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc.
Constellation Affiliated Partners has acquired INSUREtrust
World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc.
Heffernan Insurance Brokers has merged with Porter & Curtis, LLC
XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.
Hub International Limited has acquired Commercial Insurance Brokers, Inc.
Oakbridge Insurance Agency, LLC has acquired Founders Insurance Group, LLC
Our proof is in the numbers.
OF TOTAL SELL SIDE ADVISORY
OF TOTAL SELL SIDE ADVISORY
OF TOTAL M&A ADVISORY
A Completed sell-side transactions in the United States for 2018 as reported by S&P Global Market Intelligence. Data pulled as of January 15, 2019.
B Completed sell-side transactions in the United States 1/1/2008-12/31/2018 as reported by S&P Global Market Intelligence. Data pulled as of January 15, 2019.
C These totals include certain transactions completed by Marsh, Berry & Company, Inc. professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, Inc.
D Total completed buy side and sell side transactions in the United States as reported by S&P Global Market Intelligence. This data displays a snapshot at a particular point in time each year, of the total number of buy-side and sell-side deals as reported by S&P Global Market Intelligence. It has not been updated to reflect subsequent changes, if any.
1 Marsh, Berry & Company, Inc. Financial Advisory services include M&A Advisory*, Due Diligence, Business Planning, Perpetuation Planning and Valuations. The Financial Advisory services provided by Marsh, Berry & Company, Inc. and its affiliates are not meant to be construed as services that constitute an offer to buy or sell, or a solicitation of an offer to buy or sell any securities, financial instruments or to participate in any particular trading strategy, or to provide investment recommendations on any company for personal investment purposes. Marsh, Berry & Company, Inc. and its affiliates are not rendering legal, accounting, financial or other advice.
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