Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
The Vistria Group, LP has acquired Lumen Holdings, LLC
MarshBerry served as the financial advisor to The Vistria Group, LP
February 2026
Acquisition
The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
January 2026
Acquisition
The Baldwin Group has acquired CAC Group
MarshBerry served as the financial advisor to The Baldwin Group†
December 2025
Acquisition
King Risk Partners, LLC has acquired Ten Eyck Group
MarshBerry served as the financial advisor to King Risk Partners, LLC
December 2025
Trucordia Insurance Services, LLC. has acquired Florida Insurance, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
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
Acquisition
The Hilb Group, LLC has acquired a Michigan-Based Business
MarshBerry served as the financial advisor to The Hilb Group, 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
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
Inszone Insurance Services, LLC has acquired Mark V. Williamson Company, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
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
September 2025
Acquisition
Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC
September 2025
Acquisition
World Insurance Associates, LLC has acquired The Fidella Agency, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
August 2025
Acquisition
Alkeme Insurance has acquired Innovative Insurance Group
MarshBerry served as the financial advisor to Alkeme Insurance
August 2025
Acquisition
HUB International Limited has acquired GroupeBrissette
MarshBerry served as the financial advisor to HUB International Limited
† Advisory services provided by MarshBerry Capital