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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 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 World Insurance Associates, LLC Brookside General Insurance Services, Inc. Acquisition

Scottish American has acquired Brookside General Insurance Services, Inc.

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

August 2022 Oakbridge Insurance J. Barry Walker Insurance Group LLC Acquisition

Oakbridge Insurance has acquired J. Barry Walker Insurance Group LLC

MarshBerry served as the financial advisor to Oakbridge Insurance

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

July 2022 Hub International Limited Alexander & Company, Inc. Acquisition

Hub International Limited has acquired Alexander & Company, Inc. 

MarshBerry served as the financial advisor to Alexander & Company, Inc.

July 2022 Alera Group Noyle Johnson Insurance, Inc. Acquisition

Alera Group has acquired Noyle Johnson Insurance, Inc.

MarshBerry served as the financial advisor to Alera Group

July 2022 PCF Insurance John E. Peakes Insurance Agency, Inc. Acquisition

PCF Insurance has acquired John E. Peakes Insurance Agency, Inc.

MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.

June 2022 Patriot Growth BMT Insurance Advisors Acquisition

Patriot Growth has acquired BMT Insurance Advisors 

MarshBerry served as the financial advisor to BMT Insurance Advisors

June 2022 Marsh McLennan Agency Clark Insurance Acquisition Marsh McLennan Agency has acquired Clark Insurance

MarshBerry served as the financial advisor to Clark Insurance

May 2022 Brown & Brown, Inc. Claim Technologies Incorporated Acquisition Brown & Brown, Inc. has acquired Claim Technologies Incorporated

MarshBerry served as the financial advisor to Claim Technologies Incorporated

May 2022 Field Pros Direct Dineley Claims Services, Inc. Acquisition

Field Pros Direct has acquired Dineley Claims Services, Inc.

MarshBerry served as the financial advisor to Dineley Claims Services, Inc.

May 2022 Specialty Program Group, LLC Jones Birdsong, LLC Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC

May 2022 Patriot Growth Insurance Services, LLC PFG Benefits, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.

MarshBerry served as the financial advisor to PFG Benefits, Inc.

May 2022 Patriot Growth Insurance Services, LLC DMM Advisors Acquisition Patriot Growth Insurance Services, LLC has acquired DMM Advisors

MarshBerry served as the financial advisor to DMM Advisors

April 2022 Risk Placement Services G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency

MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency

April 2022 Hub International Limited ChunHa-Holding Corp Acquisition Hub International Limited has acquired ChunHa-Holding Corp

MarshBerry served as the financial advisor to ChunHa-Holding Corp

April 2022 Peloton Capital Management Unison Risk Advisors Acquisition Peloton Capital Management has invested in Unison Risk Advisors

MarshBerry served as the financial advisor to Unison Risk Advisors

April 2022 The Hilb Group, LLC Paige & Campbell, Inc. Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.

MarshBerry served as the financial advisor to Paige & Campbell, Inc.

March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry served as the financial advisor to Hawley & Associates, LLC

Proof is in the Numbers

#1 M&A Sell Side Advisor with 835+ total transactions advised (2009-2020)

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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.