Transactions
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Explore All MarshBerry Transactions
August 2021
Acquisition
Risk Strategies has acquired Danna-Gracey
Acquisition
Alera Group, Inc. has acquired Fringe Benefit Analysts
Acquisition
Alera Group, Inc. has acquired Lamb Insurance Services
Acquisition
Hub International Limited has acquired Ion Insurance Corporation
Acquisition
Alera Group, Inc. has acquired Bell Insurance Services, LLC
Acquisition
Hub International Limited has acquired Wyoming Financial Insurance
Acquisition
The Hilb Group, LLC has acquired Star Insurance Agency
Acquisition
Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.
Acquisition
Acquisition
Alera Group, Inc. has acquired Granite Group Benefits, LLC
Acquisition
World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance)
Merger
Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC
Acquisition
The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC
Acquisition
The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions
Acquisition
Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc.
Acquisition
Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
Acquisition
DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability
Acquisition
Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.
Acquisition
Alera Group, Inc. has acquired Banasky Insurance, Inc.
Acquisition
Risk Strategies has acquired Danna-Gracey
MarshBerry was the financial adviser to Risk Strategies
July 2021
Acquisition
Alera Group, Inc. has acquired Fringe Benefit Analysts
MarshBerry was financial adviser to Alera Group, Inc.
May 2021
Acquisition
Alera Group, Inc. has acquired Lamb Insurance Services
MarshBerry was financial adviser to Alera Group, Inc.
May 2021
Acquisition
Hub International Limited has acquired Ion Insurance Corporation
MarshBerry was financial adviser to Hub International Limited
April 2021
Acquisition
Alera Group, Inc. has acquired Bell Insurance Services, LLC
MarshBerry was financial adviser to Alera Group, Inc.
April 2021
Acquisition
Hub International Limited has acquired Wyoming Financial Insurance
MarshBerry was financial adviser to Hub International Limited
March 2021
Acquisition
The Hilb Group, LLC has acquired Star Insurance Agency
MarshBerry was financial adviser to The Hilb Group, LLC
February 2021
Acquisition
Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.
MarshBerry was financial adviser to Financial Institutions, Inc.
January 2021
Acquisition
GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC
MarshBerry was financial adviser to GCP Capital Partners, LLC
December 2020
Acquisition
Alera Group, Inc. has acquired Granite Group Benefits, LLC
MarshBerry was financial adviser to Alera Group, Inc.
November 2020
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
Merger
Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC
MarshBerry was financial adviser to Higginbotham Insurance Agency, Inc
November 2020
Acquisition
The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC
MarshBerry was financial adviser to The Hilb Group, LLC
October 2020
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
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
Acquisition
Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
September 2020
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
MarshBerry was financial adviser to Keystone Agency Investors, LLC
August 2020
Acquisition
DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability
MarshBerry was financial adviser to DOXA Insurance Holdings, LLC
August 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
August 2020
Acquisition
Alera Group, Inc. has acquired Banasky Insurance, Inc.
MarshBerry was financial adviser to Alera Group, Inc.
