Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
December 2025
Acquisition The Baldwin Group is acquiring CAC Group
MarshBerry served as the financial advisor to The Baldwin Group†
December 2025
Acquisition Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025 
Acquisition Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
HUB International Limited has acquired a Manitoba, Canada-Based Business MarshBerry served as the financial advisor to HUB International Limited
December 2025
Acquisition Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc. MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
EPIC Insurance Brokers & Consultants has acquired certain assets from Sentry Transportation
MarshBerry served as the advisor to EPIC Insurance Brokers & Consultants
December 2025 
Acquisition Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
November 2025
Sunstar Insurance Group, LLC has acquired a Tennessee-Based Business MarshBerry served as the financial advisor to the Seller†
November 2025
Acquisition Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†
November 2025
Acquisition King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty MarshBerry served as the financial advisor to King Risk Partners, LLC
November 2025 
Acquisition Trucordia Insurance Services, LLC. has acquired Breezy Seguros MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
November 2025
Acquisition Afore Insurance Services, LLC has acquired Salzberg Insurance Agency MarshBerry served as the financial advisor to Afore Insurance Services, LLC
November 2025
Acquisition World Insurance Associates, LLC has acquired an Indiana-Based Business MarshBerry served as the financial advisor to World Insurance Associates, LLC
November 2025
Acquisition Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC MarshBerry served as the financial advisor to Poulton Associates, LLC†
November 2025
Acquisition Alliant Insurance Services has acquired Highpoint Insurance Group MarshBerry served as the financial advisor to Highpoint Insurance Group†
November 2025
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 EPIC Insurance Brokers & Consultants has acquired Price Insurance Group MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants
October 2025
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
October 2025 Acquisition HUB International Limited has acquired an Ontario, Canada-Based Business MarshBerry served as the financial advisor to HUB International Limited
† Advisory services provided by MarshBerry Capital
