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† Advisory services provided by MarshBerry Capital
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†
December 2024 
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Toggle Transaction Details 12/31/24 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. Buyer: Wealth Enhancement Group, LLC Seller: VanceGray Wealth Management, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.† December 2024
Acquisition MFM Holding LTD has acquired Willis Owen Limited MarshBerry served as the financial advisor to Willis Owen Limited
September 2024
Acquisition Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Toggle Transaction Details September 2024 Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.† September 2024
Acquisition True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC†
July 2024
Acquisition Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management†
Toggle Transaction Details July 2024 Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management†
Prime Pensions, Inc. has acquired Valley Forge Pension Management Buyer: Prime Pensions, Inc. Seller: Valley Forge Pension Management Closed Date: 07/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Valley Forge Pension Management† May 2024
Acquisition Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Toggle Transaction Details May 2024 Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC† March 2024
Acquisition Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024
Acquisition Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024 Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023 
Acquisition Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023 Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023 
Acquisition HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC†
Toggle Transaction Details November 2023 HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC†
HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC† November 2023
Acquisition Sterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
October 2023
Acquisition Brown & Brown has acquired Berkley Insurance Group
IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
October 2023
Acquisition Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Toggle Transaction Details October 2023 Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC April 2023
Acquisition Momentum Global Investment Management has acquired Crown Agents Investment Management
IMAS acted as the exclusive financial advisor to Crown Agents Bank*
January 2023
Acquisition Quintes has acquired Weitenberg
MarshBerry served as the financial advisor to Weitenberg
Toggle Transaction Details January 2023 Quintes has acquired Weitenberg
MarshBerry served as the financial advisor to Weitenberg
Quintes has acquired Weitenberg Buyer: Quintes Seller: Weitenberg Closed Date: 1/26/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry served as the financial advisor to Weitenberg November 2022
Acquisition Hub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2022 Hub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Bridgecreek Investment Management, LLC Buyer: Hub International Limited Seller: Bridgecreek Investment Management, LLC Closed Date: 11/1/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited July 2022
Acquisition Hurst Point Group has acquired Metis Wealth Limited and Metis Asset Management Limited
IMAS acted as the exclusive financial advisor to Metis Wealth Limited and Metis Wealth Management Limited*
July 2022
Acquisition Investec Wealth & Investment has acquired Murray Asset Management
IMAS acted as the exclusive financial advisor to Murray Asset Management*
† Advisory services provided by MarshBerry Capital
