Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
September 2025
Acquisition HUB International Limited has acquired Don Ramatici Insurance, Inc. MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†
August 2025
Acquisition Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc. MarshBerry served as the financial advisor to Robins Insurance Agency, Inc.†
August 2025
Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†
August 2025
Acquisition Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc. MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†
July 2025
Acquisition The Hilb Group, LLC has acquired a Florida-Based Business MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition King Risk Partners, LLC has acquired Louisiana Insurance Services MarshBerry served as the financial advisor to Louisiana Insurance Services†
June 2025 
Acquisition HUB International Limited has acquired Fenner & Esler Agency MarshBerry served as the financial advisor to Fenner & Esler Agency†
June 2025
Acquisition Specialty Program Group LLC has acquired ANOVA Marine Insurance MarshBerry served as the financial advisor to ANOVA Marine Insurance†
May 2025
Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
April 2025 
Acquisition The Hilb Group, LLC has acquired a Maine-Based Business MarshBerry served as the financial advisor to the Seller†
April 2025
Acquisition Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025
Acquisition Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc. MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†
April 2025
Acquisition Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, Inc. MarshBerry served as the financial advisor to Pac Global Insurance Brokerage, Inc.†
April 2025 
Acquisition HUB International Limited has acquired Henriott Group, Inc. MarshBerry served as the financial advisor to Henriott Group, Inc.†
March 2025
Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
March 2025
Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.
MarshBerry served as the financial advisor to Intercare Holdings, Inc.†
February 2025
Acquisition Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust
MarshBerry served as the financial advisor to First International Bank & Trust†
February 2025
Acquisition Composition Wealth, LLC has acquired Vinoble Group MarshBerry served as the financial advisor to Vinoble Group†
February 2025
Acquisition Risk Strategies Company has acquired GMC Advisors, LLC MarshBerry served as the financial advisor to GMC Advisors, LLC†
† Advisory services provided by MarshBerry Capital
