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September 2023 One80 Intermediaries, LLC Euclid Enviant, LLC Acquisition

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC 

MarshBerry served as the financial advisor to Euclid Insurance Services

Toggle Transaction Details September 2023

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC 

MarshBerry served as the financial advisor to Euclid Insurance Services

One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services # of Employees: 120 Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services
September 2023 Simplicity Group Hancock Brokerage Acquisition

Simplicity Group has acquired Hancock Brokerage

MarshBerry served as the financial advisor to Hancock Brokerage

Toggle Transaction Details 09/07/23

Simplicity Group has acquired Hancock Brokerage

MarshBerry served as the financial advisor to Hancock Brokerage

Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage
August 2023 Marsh & McLennan Agency, LLC The Graham Company Acquisition

Marsh & McLennan Agency, LLC has acquired The Graham Company 

MarshBerry served as the financial advisor to The Graham Company

June 2023 RSC Insurance Brokerage, Inc. First Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has acquired First Insurance Group

MarshBerry served as the financial advisor to First Insurance Group

June 2023 Novatae Risk Group Far East Insurance Marketing, Inc. Acquisition

Novatae Risk Group has acquired Far East Insurance Marketing, Inc.

MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.

June 2023 RSC Insurance Brokerage, Inc. EbenConcepts Company Acquisition

RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company 

MarshBerry served as the financial advisor to EbenConcepts Company

Toggle Transaction Details June 2023

RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company 

MarshBerry served as the financial advisor to EbenConcepts Company

RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company  Buyer: RSC Insurance Brokerage, Inc. Seller: EbenConcepts Company  MarshBerry Advisory Role: MarshBerry served as the financial advisor to EbenConcepts Company
June 2023 RSC Insurance Brokerage, Inc. Orchestrate HR, Inc. Acquisition

RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc 

MarshBerry served as the financial advisor to Orchestrate HR, Inc.

Toggle Transaction Details June 2023

RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc 

MarshBerry served as the financial advisor to Orchestrate HR, Inc.

RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Orchestrate HR, Inc.
June 2023 RSC Insurance Brokerage, Inc. Johnson Financial Group Acquisition

RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group

MarshBerry served as the financial advisor to Johnson Financial Group

June 2023 Hub International Limited Horan Associates, Inc. Acquisition

Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC

MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC

May 2023 Arthur J. Gallagher & Co. Bernard Health, LLC Acquisition

Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning  and Bernard Benefits  from Bernard Health, LLC

MarshBerry served as the financial advisor to Bernard Health, LLC

May 2023 Risk Placement Services, Inc. RHP General Agency, Inc. Acquisition

Risk Placement Services, Inc. has acquired RHP General Agency, Inc.  

MarshBerry served as the financial advisor to RHP General Agency, Inc.

May 2023 Patriot Growth Insurance Services, LLC CoreMark Insurance Services, Inc. Acquisition

Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.

MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.

April 2023 Leonard Green & Partners, L.P. Hub International Limited iCap

Leonard Green & Partners, L.P. has invested in Hub International Limited

MarshBerry served as the business advisor to Hub International Limited

Toggle Transaction Details April 2023

Leonard Green & Partners, L.P. has invested in Hub International Limited

MarshBerry served as the business advisor to Hub International Limited

Leonard Green & Partners, L.P. Hub International Limited April 2023 Buyer: Leonard Green & Partners, L.P. Seller: Hub International Limited Closed Date: Apr-23 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the business advisor to Hub International Limited
April 2023 Rising Medical Solutions Preferred Disabilities Management, LLC Acquisition

Rising Medical Solutions has acquired Preferred Disability Management, LLC

MarshBerry served as the financial advisor to Preferred Disability Management, LLC

Toggle Transaction Details April 2023

Rising Medical Solutions has acquired Preferred Disability Management, LLC

MarshBerry served as the financial advisor to Preferred Disability Management, LLC

Rising Medical Solutions has acquired Preferred Disability Management, LLC Buyer: Rising Medical Solutions Seller: Preferred Disabilities Management, LLC # of Employees: 15 Closed Date: 4/1/2023 Location: Indiana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Preferred Disability Management, LLC
April 2023 Hub International Limited Hobson Insurance Acquisition

Hub International Limited has acquired Hobson Insurance

MarshBerry served as the financial advisor to Hobson Insurance

Toggle Transaction Details April 2023

Hub International Limited has acquired Hobson Insurance

MarshBerry served as the financial advisor to Hobson Insurance

Hub International Limited has acquired Hobson Insurance Buyer: Hub International Limited Seller: Hobson Insurance # of Employees: 10 Closed Date: 4/2/2023 Location: Montana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hobson Insurance
March 2023 Inszone Insurance Services Corbett & Associates Insurance Agency, Inc Acquisition

Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.

MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.

Toggle Transaction Details March 2023

Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.

MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.

Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc. Buyer: Inszone Insurance Services Seller: Corbett & Associates Insurance Agency, Inc # of Employees: 10 Closed Date: 3/15/2023 Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.
March 2023 Gilde Equity Management Krabbe Assurantien Acquisition

Gilde Equity Management has acquired Krabbe Assurantien

MarshBerry International served as the financial advisor to Krabbe Assurantien

Toggle Transaction Details March 2023

Gilde Equity Management has acquired Krabbe Assurantien

MarshBerry International served as the financial advisor to Krabbe Assurantien

Gilde Equity Management has acquired Krabbe Assurantien Buyer: Gilde Equity Management Seller: Krabbe Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Krabbe Assurantien
March 2023 Gilde Equity Management De Croes Adviesgroep Acquisition

Gilde Equity Management has acquired De Croes Adviesgroep

MarshBerry International served as the financial advisor to De Croes Adviesgroep

Toggle Transaction Details March 2023

Gilde Equity Management has acquired De Croes Adviesgroep

MarshBerry International served as the financial advisor to De Croes Adviesgroep

Gilde Equity Management has acquired De Croes Adviesgroep Buyer: Gilde Equity Management Seller: De Croes Adviesgroep Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to De Croes Adviesgroep
March 2023 Gilde Equity Management Velthuis Assurantien Acquisition

Gilde Equity Management has acquired Velthuis Assurantien 

MarshBerry International served as the financial advisor to Velthuis Assurantien

Toggle Transaction Details 3/16/2023

Gilde Equity Management has acquired Velthuis Assurantien 

MarshBerry International served as the financial advisor to Velthuis Assurantien

Gilde Equity Management-Velthuis Assurantien-03/2023 Buyer: Gilde Equity Management Seller: Velthuis Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Velthuis Assurantien
March 2023 Gilde Equity Management Holtkamp Assurantien Acquisition

Gilde Equity Management has acquired Holtkamp Assurantien 

MarshBerry International served as the financial advisor to Holtkamp Assurantien

Toggle Transaction Details March 2023

Gilde Equity Management has acquired Holtkamp Assurantien 

MarshBerry International served as the financial advisor to Holtkamp Assurantien

Gilde Equity Management has acquired Holtkamp Assurantien  Buyer: Gilde Equity Management Seller: Holtkamp Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Holtkamp Assurantien