Heffernan Insurance Brokers has acquired PNL Insurance Services
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.
Acrisure, LLC has acquired a privately-held insurance agency in Wisconsin
The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions
NFP Corp. has acquired Santa Maria & Company
JenCap, Inc. has acquired Landmark E&S Insurance Brokers, LLC
Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
Patriot Growth Insurance Services, LLC has acquired Capstone Brokerage, Inc.
Alera Group, Inc. has acquired Banasky Insurance, Inc.
DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability
High Street Insurance Partners, Inc. has acquired Berkshire Agency, Inc. dba Capital Insurance Group
Alera Group, Inc. has acquired Alper Services, LLC
Patriot Growth Insurance Services, LLC has acquired Bowermaster & Associates Insurance Agency, Inc.
Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.
USI Insurance Services, LLC has acquired The Colburn Corporation d/b/a Colburn Group
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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