Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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
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
February 2025 
Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd. MarshBerry served as the financial advisor to HUB International Limited
January 2025
Acquisition Afore Insurance Services, LLC has acquired Broussard And Associates, Inc. MarshBerry served as the financial advisor to Afore Insurance Services, LLC
January 2025
HARPER has acquired the minority stake securing full independency
MarshBerry served as the financial advisor to Harper Insurance
January 2025
Epic Insurance Brokers & Consultants has acquired a book of business from Ames & Gough
MarshBerry served as the financial advisor to Epic Insurance Brokers & Consultants
January 2025
Trucordia has acquired Rusty Healy Agency, Inc. MarshBerry served as the financial advisor to Trucordia
January 2025
Acquisition World Insurance Associates, LLC has acquired Royalty Insurance Services, Inc. MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2024
Choice Financial Group, LLC has acquired Employee Benefits of Virginia MarshBerry served as the financial advisor to Choice Financial Group, LLC
Toggle Transaction Details 12/13/2024 Choice Financial Group, LLC has acquired Employee Benefits of Virginia MarshBerry served as the financial advisor to Choice Financial Group, LLC
Choice Financial Group, LLC has acquired Employee Benefits of Virginia Buyer: Choice Financial Group, LLC Seller: Employee Benefits of Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Choice Financial Group, LLC December 2024
The Hilb Group, LLC has acquired a Texas-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2024 
Acquisition HUB International Limited has acquired Global Ag Risk Solutions MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details 11/18/24 HUB International Limited has acquired Global Ag Risk Solutions MarshBerry served as the financial advisor to Hub International Limited
HUB International Limited has acquired Global Ag Risk Solutions Buyer: HUB International Limited Seller: Global Ag Risk Solutions MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2024 
Acquisition The Hilb Group, LLC has acquired a Louisiana-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details November 2024 The Hilb Group, LLC has acquired a Louisiana-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired a Louisiana-Based Business Buyer: The Hilb Group, LLC Seller: Louisiana-Based Business MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC November 2024 
Inszone Insurance Services, LLC has acquired The Insurance Loft MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
October 2024
Acquisition Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc.
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Toggle Transaction Details October 2024 Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc.
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc. Buyer: Oakbridge Insurance Agency LLC Seller: Hull & Associates, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC October 2024
Acquisition Alera Group, Inc. has acquired Team Alvarez Insurance Services MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details 10/1/2024 Alera Group, Inc. has acquired Team Alvarez Insurance Services MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired Team Alvarez Insurance Services Buyer: Alera Group, Inc. Seller: Team Alvarez Insurance Services MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc.† Advisory services provided by MarshBerry Capital
