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† Advisory services provided by MarshBerry Capital
Parallel Advisors, LLC has acquired Eaton Financial Group
MarshBerry served as financial advisor to Eaton Financial Group†
June 2026
Novacore has acquired Euclid Design Underwriters
MarshBerry served as financial advisor to Euclid Design Underwriters†
June 2026
Alkeme Insurance has acquired Blue Sky Insurance Agency
MarshBerry served as the financial advisor to Blue Sky Insurance Agency.†
May 2026
Sequel Insurance Agencies/SIAA has acquired Paris-Kirwan Associates, Inc.
MarshBerry served as the financial advisor to Paris-Kirwan Associates, Inc.†
May 2026
Acquisition
BroadStreet Partners Group, LLC has acquired Bearing Insurance Group, LLC
MarshBerry served as the financial advisor to Bearing Insurance.†
May 2026
Acquisition
HUB International Limited has acquired Johannesen Farrar Insurance
MarshBerry served as the financial advisor to Johannesen Farrar Insurance.†
April 2026
Acquisition
Bluespring Wealth Partners LLC has acquired Synthesis Wealth Planning
MarshBerry served as the financial advisor to Synthesis Wealth Planning†
March 2026
Acquisition
Trucordia Insurance Services, LLC. has acquired JJL&W Insurance Consulting Firm LLC
MarshBerry Served as the Financial Advisor to JJL&W Insurance Consulting Firm LLC.†
February 2026
Acquisition
HR Path has acquired Inspire Human Resources
MarshBerry served as the financial advisor to Inspire Human Resources†
February 2026
Acquisition
Revau has acquired Triad Oilfield Underwriters
MarshBerry served as the financial advisor to Triad Oilfield Underwriters†
January 2026
Acquisition
Novacore has acquired CP Insurance Associates
MarshBerry served as the financial advisor to CP Insurance Associates†
January 2026
Acquisition
Inszone Insurance Services, LLC has acquired Park Model - Manufactured Home Insurance Services LLC
MarshBerry Served as the Financial Advisor to Park Model – Manufactured Home Insurance Services LLC.†
January 2026
Acquisition
EPIC Insurance Brokers & Consultants has acquired
The Bond Exchange & Insurance Agency
MarshBerry served as the financial advisor to The Bond Exchange†
January 2026
Acquisition
The Baldwin Group has acquired Capstone Group
MarshBerry served as the financial advisor to Capstone Group†
December 2025
Acquisition
IMA Financial Group, Inc. has acquired The Richards Group
MarshBerry served as the financial advisor to The Richards Group†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC
MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†
December 2025
Acquisition
Alkeme Insurance has acquired Health Connect Insurance Agency
MarshBerry served as the financial advisor to Health Connect Insurance Agency†
December 2025
Acquisition
NFP Property & Casualty Services, Inc. has acquired Sherman Insurance Agency
MarshBerry Served as the Financial Advisor for Sherman Insurance Agency.†
December 2025
Acquisition
NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency
MarshBerry served as the financial advisor to Hamilton Insurance Agency†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors
MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
† Advisory services provided by MarshBerry Capital