Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
Acquisition Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry International 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 International served as the financial advisor to Weitenberg
Toggle Transaction Details January 2023 Quintes 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
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*
June 2022
Acquisition Hawksmoore Group Limited has acquired Gore Browne Investment Management
IMAS acted as the exclusive financial advisor to Gore Browne Investment Management 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
December 2021
Acquisition AssuredPartners Holdings Limited has acquired PSP Insurance and Financial Solutions
IMAS acted as the exclusive financial advisor to PSP Insurance and Financial Solutions*
May 2021
Acquisition Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
IMAS acted as the exclusive financial advisor to Mattioli Woods plc*
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.
