Transactions

The Leader in Merger & Acquisition Transactions.

There are clear advantages to partnering with the top-ranked Investment Banking Firm in the insurance industry.

Explore All MarshBerry Transactions

May 2022 Specialty Program Group, LLC Jones Birdsong, LLC Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial adviser to Jones Birdsong, LLC

April 2022 Risk Placement Services G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency

MarshBerry was the financial adviser to G. A. Mavon & Co. & Mavco Insurance Agency

December 2021 One80 Intermediaries Innovative Risk Management Acquisition One80 Intermediaries has acquired Innovative Risk Management

MarshBerry was the financial adviser to Innovative Risk Management

December 2021 One80 Intermediaries Prosurance Insurance Group, Inc. Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.

MarshBerry was the financial adviser to Prosurance Insurance Group, Inc.

December 2021 One80 Intermediaries Pearl Insurance Acquisition One80 Intermediaries has acquired Pearl Insurance

MarshBerry was the financial adviser to Pearl Insurance

December 2021 Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group Arcana Insurance Services, LP Acquisition Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP

MarshBerry was the financial adviser to Arcana Insurance Services, LP

December 2021 BRP Group, Inc. Construction Risk Partners Acquisition BRP Group, Inc. has acquired Construction Risk Partners

MarshBerry was the financial adviser to Construction Risk Partners

December 2021 Alera Group, Inc. The D.B.L Center Ltd. Acquisition Alera Group, Inc. has acquired The D.B.L Center Ltd.

MarshBerry was the financial adviser to The D.B.L Center Ltd.

October 2021 Higginbotham Insurance Agency, Inc. MGM Benefits Group Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

October 2021 BRP Group, Inc. AURA Holdings, LLC Acquisition BRP Group, Inc. has acquired AURA Holdings, LLC

MarshBerry was the financial adviser to AURA Holdings, LLC

October 2021 BRP Group, Inc. American Union Risk Management, LLC Acquisition BRP Group, Inc. has acquired American Union Risk Management, LLC

MarshBerry was the financial adviser to American Union Risk Management, LLC

October 2021 BRP Group, Inc. American Union Risk Associates, LLC BRP Group, Inc. has acquired American Union Risk Associates, LLC

MarshBerry was the financial adviser to American Union Risk Associates, LLC

October 2021 An Undisclosed Buyer Executive Perils, Inc. Acquisition An Undisclosed Buyer has acquired Executive Perils, Inc.

MarshBerry was the financial adviser to Executive Perils, Inc.

October 2021 Venbrook Group, LLC Alpharetta Underwriters, LLC Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC

MarshBerry was the financial adviser to Alpharetta Underwriters, LLC

October 2021 Specialty Program Group, LLC CM&F Group, Inc. Acquisition Specialty Program Group, LLC has acquired CM&F Group, Inc.

MarshBerry was the financial adviser to CM&F Group, Inc.

October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.

September 2021 DOXA Insurance Holdings, LLC all assets of  Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services

July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance

June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has invested in Socius Insurance Services, Inc.

MarshBerry was the financial adviser to Socius Insurance Services, Inc.