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![Keystone Agency Partners](https://www.marshberry.com/wp-content/uploads/2024/06/Keystone-Agency-Partners-300x157.jpg)
![The Paladin Group](https://www.marshberry.com/wp-content/uploads/2024/06/The-Paladin-Group.png)
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Toggle Transaction Details June 2024![Keystone Agency Partners](https://www.marshberry.com/wp-content/uploads/2024/06/Keystone-Agency-Partners-300x157.jpg)
![The Paladin Group](https://www.marshberry.com/wp-content/uploads/2024/06/The-Paladin-Group.png)
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group Buyer: Keystone Agency Partners Seller: The Paladin Group Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Keystone Agency Partners June 2024![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![German American Bancorp, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/German-American-Bancorp-Inc-3.png)
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details June 2024![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![German American Bancorp, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/German-American-Bancorp-Inc-3.png)
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc. Buyer: The Hilb Group, LLC Seller: German American Bancorp, Inc. Closed Date: 06/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC March 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Zavitz Insurance and Wealth, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Zavitz-Insurance.png)
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](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Zavitz Insurance and Wealth, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Zavitz-Insurance.png)
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 January 2024![Higginbotham & Associates, Inc.](https://www.marshberry.com/wp-content/uploads/2022/01/Higginbotham_Logo.jpg)
![a privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2024/01/MB-Logo-Hor-4C-1-300x72.jpg)
Higginbotham & Associates, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.
December 2023![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![CLS Healthcare Liability Specialists](https://www.marshberry.com/wp-content/uploads/2023/12/CLS-Healthcare-Liability-Specialists.png)
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![CLS Healthcare Liability Specialists](https://www.marshberry.com/wp-content/uploads/2023/12/CLS-Healthcare-Liability-Specialists.png)
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. December 2023![Howden](https://www.marshberry.com/wp-content/uploads/2023/12/howden-logo.png)
![VLC & Partners Holding](https://www.marshberry.com/wp-content/uploads/2023/12/vlc-holdings-300x60.png)
Howden has acquired VLC & Partners Holding
MarshBerry International served as the financial advisor to Howden
December 2023![Champion Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/12/ChampionRiskInsurance-300x112.png)
![assets of LUX Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/12/LUX.jpg)
Champion Risk & Insurance Services has acquired assets of LUX Insurance Services
MarshBerry served as the financial advisor to Champion Risk & Insurance Services
Toggle Transaction Details December 2023![Champion Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/12/ChampionRiskInsurance-300x112.png)
![assets of LUX Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/12/LUX.jpg)
Champion Risk & Insurance Services has acquired assets of LUX Insurance Services
MarshBerry served as the financial advisor to Champion Risk & Insurance Services
Champion Risk & Insurance Services has acquired assets of LUX Insurance Services Buyer: Champion Risk & Insurance Services Seller: LUX Insurance Services Firm Type: Employee Benefits & Consulting Closed Date: 12/15/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Champion Risk & Insurance Services December 2023![World Insurance Associates, LLC](https://www.marshberry.com/wp-content/uploads/2021/11/World-Insurance-Website-Logo.png)
![Exchange Underwriters, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Exchange_Underwriters-300x140.png)
World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details December 2023![World Insurance Associates, LLC](https://www.marshberry.com/wp-content/uploads/2021/11/World-Insurance-Website-Logo.png)
![Exchange Underwriters, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Exchange_Underwriters-300x140.png)
World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC December 2023![Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![Privately-held entities](https://www.marshberry.com/wp-content/uploads/2023/02/MB-Logo-Hor-4C-1-300x72.jpg)
The Hilb Group, LLC has acquired multiple privately-held entities
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2023![Vantage Insurance Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2024/01/Vantage-Insurance-Partners-Inc-300x72.png)
![A privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2024/01/MB-Logo-Hor-4C-1-300x72.jpg)
Vantage Insurance Partners, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
November 2023![Inszone Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Inszonelogo-300x150.jpg)
![Hawks View Insurance](https://www.marshberry.com/wp-content/uploads/2023/12/Hawks-View-insurance-Logo-500-300x240.png)
Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details November 2023![Inszone Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Inszonelogo-300x150.jpg)
![Hawks View Insurance](https://www.marshberry.com/wp-content/uploads/2023/12/Hawks-View-insurance-Logo-500-300x240.png)
Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired Hawks View Insurance Buyer: Inszone Insurance Services, Inc. Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 11/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. November 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Longbow Financial Services](https://www.marshberry.com/wp-content/uploads/2023/12/Longbow-Financial-Services-300x140.png)
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](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Longbow Financial Services](https://www.marshberry.com/wp-content/uploads/2023/12/Longbow-Financial-Services-300x140.png)
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 October 2023![RMS Insurance Brokerage, LLC](https://www.marshberry.com/wp-content/uploads/2023/10/RMS.png)
![Clancy & Clancy Brokerage LTD](https://www.marshberry.com/wp-content/uploads/2023/10/ClancyClancy.png)
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
Toggle Transaction Details October 2023![RMS Insurance Brokerage, LLC](https://www.marshberry.com/wp-content/uploads/2023/10/RMS.png)
![Clancy & Clancy Brokerage LTD](https://www.marshberry.com/wp-content/uploads/2023/10/ClancyClancy.png)
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD Buyer: RMS Insurance Brokerage, LLC Seller: Clancy & Clancy Brokerage LTD Closed Date: 10/16/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC September 2023![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![A privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2023/02/MB-Logo-Hor-4C-1-300x72.jpg)
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
September 2023![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![Quality Plus Insurance](https://www.marshberry.com/wp-content/uploads/2023/10/Quality-Plus-300x75.png)
The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details September 2023![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![Quality Plus Insurance](https://www.marshberry.com/wp-content/uploads/2023/10/Quality-Plus-300x75.png)
The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired Quality Plus Insurance Buyer: The Hilb Group, LLC Seller: Quality Plus Insurance Location: Louisiana Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC August 2023![McConkey & Company Insurance & Benefits](https://www.marshberry.com/wp-content/uploads/2023/12/McConkey-Company-Insurance-Benefits-300x149.png)
![Gallen Insurance](https://www.marshberry.com/wp-content/uploads/2023/12/Gallen-Insurance.png)
McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
Toggle Transaction Details August 2023![McConkey & Company Insurance & Benefits](https://www.marshberry.com/wp-content/uploads/2023/12/McConkey-Company-Insurance-Benefits-300x149.png)
![Gallen Insurance](https://www.marshberry.com/wp-content/uploads/2023/12/Gallen-Insurance.png)
McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
McConkey & Company Insurance & Benefits has acquired Gallen Insurance Buyer: McConkey & Company Insurance & Benefits Seller: Gallen Insurance Closed Date: 08/03/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits July 2023![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![The Banks Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2023/07/banks-logo-t-300x40.png)
Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![The Banks Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2023/07/banks-logo-t-300x40.png)
Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired The Banks Agency, Inc. Buyer: Evertree Insurance Group Seller: The Banks Agency, Inc. Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023![C3 Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/C3-Risk-Insurance-Services.jpg)
![Private Management Insurance Agency](https://www.marshberry.com/wp-content/uploads/2023/07/PMIA.jpg)
C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023![C3 Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/C3-Risk-Insurance-Services.jpg)
![Private Management Insurance Agency](https://www.marshberry.com/wp-content/uploads/2023/07/PMIA.jpg)
C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Private Management Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Private Management Insurance Agency Closed Date: 7/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023![C3 Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/C3-Risk-Insurance-Services.jpg)
![Clark Insurance Agency](https://www.marshberry.com/wp-content/uploads/2023/07/Clark-Logo-2-300x117.png)
C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023![C3 Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/C3-Risk-Insurance-Services.jpg)
![Clark Insurance Agency](https://www.marshberry.com/wp-content/uploads/2023/07/Clark-Logo-2-300x117.png)
C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Clark Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Clark Insurance Agency Closed Date: 07/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![Alliance Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/alliance-insurance-service-300x75.png)
Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![Alliance Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/alliance-insurance-service-300x75.png)
Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alliance Insurance Services Buyer: Evertree Insurance Group Seller: Alliance Insurance Services Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group