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Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024Hub 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 AcquisitionHub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023Hub 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 AcquisitionHUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
Toggle Transaction Details November 2023HUB 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 AcquisitionSterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
October 2023 AcquisitionAlera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Toggle Transaction Details October 2023Alera 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 January 2023 AcquisitionQuintes has acquired Weitenberg
MarshBerry International served as the financial advisor to Weitenberg
Toggle Transaction Details January 2023Quintes has acquired Weitenberg
MarshBerry International 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 International served as the financial advisor to Weitenberg November 2022 AcquisitionHub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2022Hub 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 December 2021 Acquisition Hub International Limited has acquired GRP Financial California, LLCMarshBerry was the financial advisor to Hub International Limited
December 2021 Acquisition BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in PennsylvaniaMarshBerry was the financial advisor to the Seller
January 2021 Acquisition Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in MissouriMarshBerry was financial adviser to the Seller
January 2021 Acquisition AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc.MarshBerry was financial adviser to Securus Financial Services, LLC dba Murray Insurance Associates, Inc.
December 2020 Acquisition BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.
December 2020 Acquisition Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance AgencyMarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency
December 2020 Acquisition Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.
October 2020 Acquisition Patriot Growth Insurance Services, LLC has acquired FBinsure, LLCMarshBerry was financial adviser to FBinsure, LLC
September 2020 Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance SolutionsMarshBerry was financial adviser to Keystone Agency Investors, LLC
August 2020 Acquisition Alera Group, Inc. has acquired Alper Services, LLCMarshBerry was financial adviser to Alper Services, LLC
July 2020 Acquisition Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in ColoradoMarshBerry was financial adviser to the Seller
July 2020 Acquisition Hub International Limited has acquired Gus Bates Retirement Plan ServicesMarshBerry was financial adviser to Gus Bates Retirement Plan Services
July 2020 Acquisition Keystone Agency Investors, LLC has acquired a privately-held insurance agency in PennsylvaniaMarshBerry was financial adviser to Keystone Agency Investors, LLC