Transactions
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January 2023
Acquisition
Acquisition
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
Acquisition
BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania
Acquisition
Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
Acquisition
AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc.
Acquisition
BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.
Acquisition
Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency
Acquisition
Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.
Acquisition
Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
Acquisition
Alera Group, Inc. has acquired Alper Services, LLC
Acquisition
Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado
Acquisition
Hub International Limited has acquired Gus Bates Retirement Plan Services
Acquisition
Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania
Acquisition
Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.
Acquisition
High Street Partners, Inc. has acquired Ken Bleeker Insurance
Acquisition
AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.
Acquisition
Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.
Acquisition
Quintes has acquired Weitenberg
MarshBerry International 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
December 2021
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
MarshBerry was the financial advisor to Hub International Limited
December 2021
Acquisition
BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania
MarshBerry was the financial advisor to the Seller
January 2021
Acquisition
Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
MarshBerry 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 Agency
MarshBerry 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, LLC
MarshBerry was financial adviser to FBinsure, LLC
September 2020
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
MarshBerry was financial adviser to Keystone Agency Investors, LLC
August 2020
Acquisition
Alera Group, Inc. has acquired Alper Services, LLC
MarshBerry was financial adviser to Alper Services, LLC
July 2020
Acquisition
Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado
MarshBerry was financial adviser to the Seller
July 2020
Acquisition
Hub International Limited has acquired Gus Bates Retirement Plan Services
MarshBerry was financial adviser to Gus Bates Retirement Plan Services
July 2020
Acquisition
Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was financial adviser to Keystone Agency Investors, LLC
June 2020
Acquisition
Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.
MarshBerry was financial adviser to Sunstar Insurance Group, LLC
May 2020
Acquisition
High Street Partners, Inc. has acquired Ken Bleeker Insurance
MarshBerry was financial adviser to Ken Bleeker Insurance
May 2020
Acquisition
AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.
MarshBerry was financial adviser to Cypress Insurance Group, Inc.
March 2020
Acquisition
Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.
MarshBerry was financial adviser to Alera Group, Inc.
January 2020
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.
MarshBerry was financial adviser to Lanier Upshaw, Inc.
