MarshBerry Transactions
The Leader in Merger & Acquisition Transactions.
There are clear advantages to partnering with the top-ranked Investment Banking Firm in the Insurance and Wealth Management Industries.
Sell Side Transactions
† Advisory services provided by MarshBerry Capital
Acquisition Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd. MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.
October 2025
Acquisition HUB International Limited has acquired a California-Based RIA Business MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
September 2025 
Acquisition HUB International Limited has acquired Don Ramatici Insurance, Inc. MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†
August 2025
Acquisition Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc. MarshBerry served as the financial advisor to Robins Insurance Agency, Inc.†
August 2025
Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†
August 2025
Acquisition Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc. MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†
July 2025
Acquisition The Hilb Group, LLC has acquired a Florida-Based Business MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition King Risk Partners, LLC has acquired Louisiana Insurance Services MarshBerry served as the financial advisor to Louisiana Insurance Services†
June 2025 
Acquisition HUB International Limited has acquired Fenner & Esler Agency MarshBerry served as the financial advisor to Fenner & Esler Agency†
June 2025
Acquisition Specialty Program Group LLC has acquired ANOVA Marine Insurance MarshBerry served as the financial advisor to ANOVA Marine Insurance†
May 2025
Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
April 2025 
Acquisition The Hilb Group, LLC has acquired a Maine-Based Business MarshBerry served as the financial advisor to the Seller†
April 2025
Acquisition Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025
Acquisition Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc. MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†
April 2025
Acquisition Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, Inc. MarshBerry served as the financial advisor to Pac Global Insurance Brokerage, Inc.†
April 2025 
Acquisition HUB International Limited has acquired Henriott Group, Inc. MarshBerry served as the financial advisor to Henriott Group, Inc.†
March 2025
Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
March 2025
Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.
MarshBerry served as the financial advisor to Intercare Holdings, Inc.†
February 2025
Acquisition Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust
MarshBerry served as the financial advisor to First International Bank & Trust†
Specialty Transactions
† Advisory services provided by MarshBerry Capital
Acquisition Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd. MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.
August 2025 Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†
June 2025 Acquisition Specialty Program Group LLC has acquired ANOVA Marine Insurance MarshBerry served as the financial advisor to ANOVA Marine Insurance†
April 2025 Acquisition Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, Inc. MarshBerry served as the financial advisor to Pac Global Insurance Brokerage, Inc.†
March 2025 Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
March 2025 Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.
MarshBerry served as the financial advisor to Intercare Holdings, Inc.†
March 2025
Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance MarshBerry served as the financial advisor to Novatae Risk Group, LLC
October 2024
Unison Risk Advisors has acquired Avondale Insurance Associates MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Toggle Transaction Details 10/10/2024 Unison Risk Advisors has acquired Avondale Insurance Associates MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Unison Risk Advisors has acquired Avondale Insurance Associates Buyer: Unison Risk Advisors Seller: Avondale Insurance Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale Insurance Associates† September 2024
Acquisition CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
Toggle Transaction Details September 2024 CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
CAC Group has acquired Media Guarantors Buyer: CAC Group Seller: Media Guarantors Closed Date: 09/19/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Media Guarantors† September 2024
Acquisition Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Toggle Transaction Details September 2024 Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc. Buyer: Specialty Program Group LLC Seller: Professional Insurance Executives, Inc. Closed Date: 09/13/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.† September 2024
Acquisition South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
Toggle Transaction Details September 2024 South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services) Buyer: South Shore Insurance Underwriters Seller: Linneman Specialty Insurance (LSI Insurance Services) Closed Date: 9/4/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services) September 2024
Acquisition Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Toggle Transaction Details September 2024 Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc. Buyer: Ryan Specialty Group, LLC Seller: Greenhill Underwriting Insurance Services, LLC Closed Date: 9/3/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC† August 2024
Acquisition Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited MarshBerry served as the financial advisor to The CI Group Holdings Limited
August 2024
Acquisition IceLake Capital has invested in Certe Groep
The NetherlandsMarshBerry served as the financial advisor to Certe Groep
August 2024 
Acquisition Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries
MarshBerry served as the financial advisor to Total Benefit Solutions, LLC†
Toggle Transaction Details August 2024 Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries
MarshBerry served as the financial advisor to Total Benefit Solutions, LLC†
Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries Buyer: Specialty Program Group LLC Seller: Total Benefit Solutions, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Total Benefit Solutions, LLC† August 2024
Acquisition NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†
Toggle Transaction Details August 2024 NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†
NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance Buyer: NSM Insurance Group Seller: GIG Insurance Group and Gifford Wells Insurance Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance† July 2024
Acquisition Novatae Risk Group, LLC has acquired Denali Specialty Group
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
Toggle Transaction Details July 2024 Novatae Risk Group, LLC has acquired Denali Specialty Group
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
Novatae Risk Group, LLC has acquired Denali Specialty Group Buyer: Novatae Risk Group, LLC Seller: Denali Specialty Group Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Novatae Risk Group, LLC July 2024
Acquisition IMA Financial Group has acquired FC Capital Partners and Related Subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners†
Toggle Transaction Details July 2024 IMA Financial Group has acquired FC Capital Partners and Related Subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners†
IMA Financial Group has acquired FC Capital Partners and related subsidiaries Buyer: IMA Financial Group Seller: FC Capital Partners Closed Date: 07/02/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FC Capital Partners† July 2024
Acquisition Inszone Insurance Services, LLC has acquired ISU Francis-Pinney Insurance Services, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details July 2024 Inszone Insurance Services, LLC has acquired ISU Francis-Pinney Insurance Services, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired ISU Francis-Pinney Insurance Services, Inc. Buyer: Inszone Insurance Services, LLC Seller: ISU Francis-Pinney Insurance Services, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC July 2024 
Acquisition Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers†
Toggle Transaction Details July 2024 Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers†
Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers Buyer: Specialty Program Group LLC Seller: Commercial Sector Insurance Brokers Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers†Wealth Transactions
† Advisory services provided by MarshBerry Capital
Acquisition HUB International Limited has acquired a California-Based RIA Business MarshBerry served as the financial advisor to the Seller†
September 2025 Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
May 2025 Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
February 2025 Acquisition Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust
MarshBerry served as the financial advisor to First International Bank & Trust†
February 2025
Acquisition Composition Wealth, LLC has acquired Vinoble Group MarshBerry served as the financial advisor to Vinoble Group†
December 2024 
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Toggle Transaction Details 12/31/24 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. Buyer: Wealth Enhancement Group, LLC Seller: VanceGray Wealth Management, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.† December 2024
Acquisition MFM Holding LTD has acquired Willis Owen Limited MarshBerry served as the financial advisor to Willis Owen Limited
September 2024
Acquisition Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Toggle Transaction Details September 2024 Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.† September 2024
Acquisition True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC†
July 2024
Acquisition Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management†
Toggle Transaction Details July 2024 Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management†
Prime Pensions, Inc. has acquired Valley Forge Pension Management Buyer: Prime Pensions, Inc. Seller: Valley Forge Pension Management Closed Date: 07/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Valley Forge Pension Management† May 2024
Acquisition Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Toggle Transaction Details May 2024 Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC† March 2024
Acquisition Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024 
Acquisition Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024 Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023 
Acquisition Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023 Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023 
Acquisition HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC†
Toggle Transaction Details November 2023 HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC†
HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC† November 2023
Acquisition Sterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller†
October 2023
Acquisition Brown & Brown has acquired Berkley Insurance Group
IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
October 2023
Acquisition Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC†
Toggle Transaction Details October 2023 Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC†
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC† April 2023
Acquisition Momentum Global Investment Management has acquired Crown Agents Investment Management
IMAS acted as the exclusive financial advisor to Crown Agents Bank*
January 2023
Acquisition Quintes has acquired Weitenberg
MarshBerry served as the financial advisor to Weitenberg
Toggle Transaction Details January 2023 Quintes has acquired Weitenberg
MarshBerry served as the financial advisor to Weitenberg
Quintes has acquired Weitenberg Buyer: Quintes Seller: Weitenberg Closed Date: 1/26/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry served as the financial advisor to WeitenbergBuy Side Transactions
† Advisory services provided by MarshBerry Capital
Acquisition LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors MarshBerry served as the financial advisor to LD&B Insurance and Financial Services
August 2025 
Acquisition HUB International Limited has acquired GroupeBrissette MarshBerry served as the financial advisor to HUB International Limited
August 2025 Acquisition HUB International Limited has acquired a New Hampshire-Based Business MarshBerry served as the financial advisor to HUB International Limited
July 2025 
Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025 
Acquisition Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc. MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025 Acquisition The Hilb Group, LLC has acquired a Kentucky-Based Business MarshBerry served as the financial advisor to The Hilb Group, LLC
July 2025 
Acquisition HUB International Limited has acquired Alliance Insurance MarshBerry served as the financial advisor to HUB International Limited
July 2025
Acquisition Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC MarshBerry served as the financial advisor to Afore Insurance Services, LLC
June 2025
Acquisition Alkeme Insurance has acquired SFD Insurance, LLC MarshBerry served as the financial advisor to Alkeme Insurance
June 2025 
Acquisition King Risk Partners, LLC has acquired Nobles Insurance Agency, Inc. MarshBerry served as the financial advisor to King Risk Partners, LLC
June 2025 
Acquisition HUB International Limited has acquired Wycoff Insurance Agency, Inc. MarshBerry served as the financial advisor to HUB International Limited
May 2025 
Acquisition Inszone Insurance Services, LLC has acquired LJ Insurance, Inc. MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
May 2025 
Acquisition HUB International Limited has acquired Guru of Insurance MarshBerry served as the financial advisor to HUB International Limited
April 2025
Acquisition World Insurance Associates, LLC has acquired Abacus Insurance & Financial Services, LLC MarshBerry served as the financial advisor to World Insurance Associates, LLC
April 2025
Acquisition Choice Financial Group, LLC has acquired Corporate Risk Solutions, Inc. MarshBerry served as the financial advisor to Choice Financial Group, LLC
March 2025 
Acquisition HUB International Limited has acquired Meyer & Rosenbaum, Inc. MarshBerry served as the financial advisor to HUB International Limited
March 2025 
Acquisition HUB International Limited has acquired Employee Benefit Associates, Inc. MarshBerry served as the financial advisor to HUB International Limited
March 2025 Acquisition King Risk Partners, LLC has acquired a Kentucky-Based Business MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025 Acquisition King Risk Partners, LLC has acquired a Massachusetts-Based Business MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025 Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance MarshBerry served as the financial advisor to Novatae Risk Group, LLC
