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September 2023
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
iCap
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
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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
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
Acquisition
Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company
June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group
June 2023
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
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
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
Acquisition
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group
June 2023
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
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
Acquisition
Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
May 2023
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
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
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
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
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
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
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
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
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
