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December 2022 Hub Internal Limited Invensure Insurance Brokers Acquisition

Hub International Limited has acquired Invensure Insurance Brokers

MarshBerry served as the financial advisor to Invensure Insurance Brokers

November 2022 Hilb Group, LLC Sharpline Insurance Brokerage, LLC Acquisition

Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC

MarshBerry served as the financial advisor to Hilb Group, LLC

November 2022 Relation Insurance Services, Inc. Garrity Insurance Acquisition

Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance.

November 2022 ICON an AIMCOR Consolidated Company McQueen Kalligan Insurance Services, Inc.

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.

November 2022 Alliant Insurance Services Trivedi Capacity Associates Acquisition

Alliant Insurance Services has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group, LLC. has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions

November 2022 Ryan Specialty Group Centurion Liability Insurance Services Acquisition

Ryan Specialty Group has acquired Centurion Liability Insurance Services

MarshBerry served as the financial advisor to Ryan Specialty Group

November 2022 Hub International Limited Bridgecreek Investment Management, LLC Acquisition

Hub International Limited has acquired Bridgecreek Investment Management

MarshBerry served as the financial advisor to Hub International

November 2022 World Insurance Associates LLC Thorson Insurance Services

World Insurance Associates, LLC has acquired Thorson Insurance Services

MarshBerry served as the financial advisor to World Insurance Associates, LLC

October 2022 Risk Strategies Insurance Brokerage, Inc. Wallace Specialty Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has Acquired Wallace Specialty Insurance Group 

MarshBerry served as the financial advisor to Wallace Specialty Insurance Group

October 2022 Alera Group, Inc. Murray Insurance Agency Acquisition

Alera Group, Inc. has acquired Murray Insurance Agency

MarshBerry served as the financial advisor to Alera Group, Inc.

October 2022 RSC Insurance Brokerage, Inc. Relation Insurance Services Acquisition

RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services

MarshBerry served as the financial advisor to Relation Insurance Services

October 2022 Alera Group, Inc. Haylor, Freyer & Coon, Inc. Acquisition

Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.

MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.

October 2022 World Insurance Associates, LLC Hawkeye Wholesale Insurance Services Acquisition

World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services

MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services

October 2022 Hub International Limited Guide Insurance Services Acquisition

Hub International Limited has acquired Guide Insurance Services, Inc.

MarshBerry served as the financial advisor to Guide Insurance Services, Inc.

October 2022 World Insurance Associates LLC. CDR Insurance Group Inc. Acquisition

World Insurance Associates, LLC. has acquired CDR Insurance Group Inc 

MarshBerry served as the financial advisor to World Insurance Associates, LLC.

September 2022 Alera Group Greenhill Insurance Services Acquisition

Alera Group has acquired Greenhill Insurance Services 

MarshBerry served as the financial advisor to Greenhill Insurance Services

September 2022 Alera Group, Inc. Arista Consulting Group Acquisition

Alera Group, Inc. has acquired Arista Consulting Group

MarshBerry served as the financial advisor to Arista Consulting Group

September 2022 Partners Group Foundation Risk Partners Acquisition

Partners Group has invested in Foundation Risk Partners

MarshBerry served as the financial advisor to Foundation Risk Partners

August 2022 BIM Group Snowden & Associates, Inc. Acquisition

BIM Group has acquired Snowden & Associates, Inc.

MarshBerry served as the financial advisor to BIM Group

Proof is in the Numbers

#1 M&A Sell Side Advisor with 835+ total transactions advised (2009-2021)

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2012-2021
$19
B
In advised transaction value
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SINCE 1995
680
+
M&A Top 100 Transactions
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25
%
Advised on total deal flow
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1200
+
Firms providing data for benchmarking
SINCE 2004
440
+
Diagnostic and confirmatory due diligence projects
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SINCE 2008
228
+
Benefit Agency Transactions

Based on maximum earn out value for deals closed 1/1/2012 through 12/31/2021 in which MarshBerry was the adviser.

Completed sell side and buy side transactions by Marsh, Berry & Company, Inc. closed 1/1/1995 through 12/31/2021.

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. Total completed buy side and sell side transactions in the United States as reported by S&P Global Market Intelligence (1999 -2021).

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.

Completed Benefit Agency transactions closed 1/1/2008 through 12/31/2021 in which MarshBerry was the adviser. Transaction value based realistic earn out value for deals closed 1/1/2008 through 12/31/2021 in which MarshBerry was the adviser.