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MarshBerry Transactions

The Leader in Merger & Acquisition Transactions.

There are clear advantages to partnering with the top-ranked Investment Banking Firm in the insurance industry.

Sell Side Transactions

September 2021 PCF Insurance Services a privately-held insurance agency in Pennsylvania Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was financial adviser to the Seller

September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

September 2021 Marsh McLennan Agency Vaaler Insurance, Inc Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc

MarshBerry was the financial adviser to Vaaler Insurance, Inc.

August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners

August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group

July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC

July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance

July 2021 BRP Group, Inc. RogersGray, Inc. Acquisition BRP Group, Inc. has acquired RogersGray, Inc.

MarshBerry was the financial adviser to RogersGray, Inc.

June 2021 AssociatedPartners, Inc. Sterling Insurance Group Acquisition AssociatedPartners, Inc. has acquired Sterling Insurance Group

MarshBerry was the financial adviser to Sterling Insurance Group

June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has acquired Socius Insurance Services, Inc.

MarshBerry was the financial adviser to Socius Insurance Services, Inc.

May 2021 Hub International Limited Conover Insurance Services, LLC Acquisition Hub International Limited has acquired Conover Insurance Services, LLC

MarshBerry was financial adviser to Conover Insurance Services, LLC

May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.

April 2021 Alera Group, Inc. Boston Benefit Partners, LLC Acquisition Alera Group, Inc. has acquired Boston Benefit Partners, LLC

MarshBerry was financial adviser to Boston Benefit Partners, LLC

April 2021 INSURICA  Oklahoma Business Insurors Agency, LLC Acquisition INSURICA  has acquired Oklahoma Business Insurors Agency, LLC

MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC

January 2021 AssuredPartners, Inc. Murray Insurance Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.

MarshBerry was financial adviser to Murray Insurance Associates, Inc.

January 2021 Sunstar Insurance Group, LLC  a privately-held insurance agency in Missouri Acquisition Sunstar Insurance Group, LLC has acquired  a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

January 2021 Hub International Limited Christiansen Insurance Group, LLC Acquisition Hub International Limited has acquired Christiansen Insurance Group, LLC

MarshBerry was financial adviser to Christiansen Insurance Group, LLC

December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.

December 2020 American Insurance, Inc  a privately-held insurance agency in North Dakota Acquisition American Insurance, Inc  has acquired a privately-held insurance agency in North Dakota

MarshBerry was financial adviser to the Seller

Buy Side Transactions

August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

May 2021 Alera Group, Inc. Lamb Insurance Services Acquisition Alera Group, Inc. has acquired Lamb Insurance Services

MarshBerry was financial adviser to Alera Group, Inc.

May 2021 Hub International Limited Ion Insurance Corporation Acquisition Hub International Limited has acquired Ion Insurance Corporation

MarshBerry was financial adviser to Hub International Limited

April 2021 Alera Group, Inc. Bell Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC

MarshBerry was financial adviser to Alera Group, Inc.

April 2021 Hub International Limited Wyoming Financial Insurance Acquisition Hub International Limited has acquired Wyoming Financial Insurance

MarshBerry was financial adviser to Hub International Limited

March 2021 The Hilb Group, LLC Star Insurance Agency Acquisition The Hilb Group, LLC has acquired Star Insurance Agency

MarshBerry was financial adviser to The Hilb Group, LLC

February 2021 Financial Institutions, Inc. Landmark Group of Brighton, Inc. Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.

MarshBerry was financial adviser to Financial Institutions, Inc.

January 2021 GCP Capital Partners, LLC  ALKEME Holdings, LLC Acquisition

GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC

MarshBerry was financial adviser to ​GCP Capital Partners​, LLC

December 2020 Alera Group, Inc. Granite Group Benefits, LLC Acquisition Alera Group, Inc. has acquired Granite Group Benefits, LLC

MarshBerry was financial adviser to Alera Group, Inc.

November 2020 World Insurance Associates, LLC The Walker Agency, Inc (d/b/a Palmetto Insurance) Acquisition World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance)

MarshBerry was financial adviser to World Insurance Associates, LLC

November 2020 Higginbotham Insurance Agency, Inc. Lipscomb & Pitts Insurance, LLC Merger Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC

MarshBerry was financial adviser to ​Higginbotham Insurance Agency, Inc

November 2020 The Hilb Group, LLC Statewide Resources Insurance Agency, LLC Acquisition The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC

MarshBerry was financial adviser to The Hilb Group, LLC

October 2020 The Hilb Group, LLC ISI of Maryland, LLC dba Insurance Solutions Acquisition The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions

MarshBerry was financial adviser to The Hilb Group, LLC

October 2020 Hub International Limited Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc. Acquisition Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc.

MarshBerry was financial adviser to ​Hub International Limited

October 2020 Worldwide Facilities Holdings, LLC Hunt Jorgensen, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

September 2020 Keystone Agency Investors, LLC Midwest Insurance Solutions Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions

MarshBerry was financial adviser to Keystone Agency Investors, LLC

August 2020 DOXA Insurance Holdings, LLC AMS Professional Liability & AllSouth Professional Liability Acquisition DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability

MarshBerry was financial adviser to DOXA Insurance Holdings, LLC

August 2020 Worldwide Facilities Holdings, LLC Clearwater Underwriters, Inc. Acquisition Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

August 2020 Alera Group, Inc. Banasky Insurance, Inc. Acquisition Alera Group, Inc. has acquired Banasky Insurance, Inc.

MarshBerry was financial adviser to Alera Group, Inc.

Specialty Transactions

July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance

June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has acquired Socius Insurance Services, Inc.

MarshBerry was the financial adviser to Socius Insurance Services, Inc.

May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.

December 2020 Integrated Specialty Coverages California Contractors Insurance Services, Inc. Acquisition Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc.

MarshBerry was financial adviser to ​California Contractors Insurance Services, Inc.

December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.

December 2020 McNeil & Company, Inc. Wilson Gregory Agency, Inc. Acquisition McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc.

MarshBerry was an advisor to Wilson Gregory Agency, Inc.

December 2020 Constellation Affiliated Partners INSUREtrust Acquisition Constellation Affiliated Partners has acquired INSUREtrust

MarshBerry was financial adviser to INSUREtrust

December 2020 One80 Intermediaries Safeware Insurance Agency, Inc. Acquisition One80 Intermediaries has acquired Safeware Insurance Agency, Inc.

MarshBerry was financial adviser to Safeware Insurance Agency, Inc.

December 2020 DOXA Insurance Holdings, LLC Marine Underwriters of America Acquisition DOXA Insurance Holdings, LLC has acquired Marine Underwriters of America

MarshBerry was financial adviser to Marine Underwriters of America

November 2020 CRC Group Insurance Services, Inc. W. Brown Property & Casualty Insurance Services Acquisition CRC Group Insurance Services, Inc. has acquired W. Brown Property & Casualty Insurance Services

MarshBerry was financial adviser to W. Brown Property & Casualty Insurance Services

November 2020 Hub International Limited United Shortline Insurance Services, Inc. Acquisition Hub International Limited has acquired United Shortline Insurance Services, Inc.

MarshBerry was financial adviser to United Shortline Insurance Services, Inc.

November 2020 Risk Placement Services, Inc. Arrowhead Wholesale Insurance Services, LLC Acquisition Risk Placement Services, Inc. has acquired Arrowhead Wholesale Insurance Services, LLC

MarshBerry was financial adviser to Arrowhead Wholesale Insurance Services, LLC

October 2020 JenCap, Inc.  Landmark E&S Insurance Brokers, LLC Acquisition JenCap, Inc.  has acquired Landmark E&S Insurance Brokers, LLC

MarshBerry was financial adviser to Landmark E&S Insurance Brokers, LLC

October 2020 Worldwide Facilities Holdings, LLC Hunt Jorgensen, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

August 2020 DOXA Insurance Holdings, LLC AMS Professional Liability & AllSouth Professional Liability Acquisition DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability

MarshBerry was financial adviser to DOXA Insurance Holdings, LLC

August 2020 Worldwide Facilities Holdings, LLC Clearwater Underwriters, Inc. Acquisition Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

July 2020 Specialty Program Group, LLC Beacon Hill Associates, Inc. Acquisition Specialty Program Group, LLC has acquired Beacon Hill Associates, Inc.

MarshBerry was financial adviser to Beacon Hill Associates, Inc.

July 2020 Specialty Program Group, LLC Avant, LLC Acquisition Specialty Program Group, LLC has acquired Avant, LLC

MarshBerry was financial adviser to Avant, LLC

July 2020 The Hilb Group, LLC CIA Financial Group, Inc. Acquisition The Hilb Group, LLC has acquired CIA Financial Group, Inc.

MarshBerry was financial adviser to The Hilb Group, LLC

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