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September 2023 One80 Intermediaries, LLC Euclid Enviant, LLC 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 # of Employees: 120 Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services
September 2023 Simplicity Group Hancock Brokerage 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 # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage
August 2023 Marsh & McLennan Agency, LLC The Graham Company Acquisition

Marsh & McLennan Agency, LLC has acquired The Graham Company 

MarshBerry served as the financial advisor to The Graham Company

July 2023 Evertree Insurance Group The Banks Agency, Inc. Acquisition

Evertree Insurance Group has acquired The Banks Agency, Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

July 2023 C3 Risk & Insurance Services Private Management Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Private Management Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

July 2023 C3 Risk & Insurance Services Clark Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Clark Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

July 2023 Evertree Insurance Group Alliance Insurance Services Acquisition

Evertree Insurance Group has acquired Alliance Insurance Services 

MarshBerry served as the financial advisor to Evertree Insurance Group

July 2023 Evertree Insurance Group 1st American Insurance Acquisition

Evertree Insurance Group has acquired 1st American Insurance

MarshBerry served as the financial advisor to Evertree Insurance Group

July 2023 Evertree Insurance Group Alex Johnson Insurance Agency Inc. Acquisition

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

July 2023 Alkeme Insurance Milestone Company Acquisition

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

July 2023 Evertree Insurance Group State of Art Insurance Agency Acquisition

Evertree Insurance Group has acquired State of Art Insurance Agency

MarshBerry served as the financial advisor to Evertree Insurance Group

June 2023 RSC Insurance Brokerage, Inc. First Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has acquired First Insurance Group

MarshBerry served as the financial advisor to First Insurance Group

June 2023 Novatae Risk Group Far East Insurance Marketing, Inc. Acquisition

Novatae Risk Group has acquired Far East Insurance Marketing, Inc.

MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.

June 2023 RSC Insurance Brokerage, Inc. EbenConcepts Company Acquisition

RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company 

MarshBerry served as the financial advisor to EbenConcepts Company

Toggle Transaction Details June 2023

RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company 

MarshBerry served as the financial advisor to EbenConcepts Company

RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company  Buyer: RSC Insurance Brokerage, Inc. Seller: EbenConcepts Company  MarshBerry Advisory Role: MarshBerry served as the financial advisor to EbenConcepts Company
June 2023 RSC Insurance Brokerage, Inc. Orchestrate HR, Inc. Acquisition

RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc 

MarshBerry served as the financial advisor to Orchestrate HR, Inc.

Toggle Transaction Details June 2023

RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc 

MarshBerry served as the financial advisor to Orchestrate HR, Inc.

RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Orchestrate HR, Inc.
June 2023 King Insurance Partners Pavese-McCormick Agency, Inc. Acquisition

King Insurance Partners has acquired Pavese-McCormick Agency, Inc.

MarshBerry served as the financial advisor to King Insurance Partners

June 2023 Hub International Limited Johnston Lewis Associates, Inc. Acquisition

Hub International Limited has acquired Johnston Lewis Associates, Inc.

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Custom Results Corporate Consulting, LLC Acquisition

Hub International Limited has acquired Custom Results Corporate Consulting, LLC

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Life and Health assets of Ibex Enterprises, Inc. Acquisition

Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc. 

MarshBerry served as the financial advisor to Hub International Limited

June 2023 RSC Insurance Brokerage, Inc. Johnson Financial Group Acquisition

RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group

MarshBerry served as the financial advisor to Johnson Financial Group

Proof is in the Numbers

#1 M&A Sell Side Advisor with 1,100+ total transactions advised (2009-2022)

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2012-2022
$24
B
In advised transaction value
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SINCE 1995
770
+
M&A Top 100 Transactions
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25
%
of Total Advised & Tracked M&A Deal Flow
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1200
+
Firms providing data for benchmarking
SINCE 2004
515
+
Diagnostic and confirmatory due diligence projects
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SINCE 2008
240
+
Benefit Agency Transactions

Based on maximum earn out value for deals closed; MarshBerry advised deals through 12/31/2022.

As identified by the 100 largest brokers of U.S. business as identified by Business Insurance.

These totals include certain transactions completed by Marsh, Berry & Company, LLC. professionals while employed at another firm, whereby substantially all of the assets were acquired by Marsh, Berry & Company, LLC. Total completed buy side and sell side transactions in the United States as reported by S&P Global Market Intelligence (1999 -2022).

Services representing more than $58B in premium volume. There may be some duplication in the number of firms counted as certain firms subscribe to and/or provide data for multiple benchmarking services.

Represents more than $4.1B of transaction value since 2008. Transaction value based on realistic earn out value for deals closed 1/1/2008 through 12/31/2022 in which MarshBerry was the advisor.