Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Alera Group, Inc. has acquired Bell Insurance Services, LLC
MarshBerry was financial adviser to Alera Group, Inc.
April 2021
Acquisition
Hub International Limited has acquired Wyoming Financial Insurance
MarshBerry was financial adviser to Hub International Limited
March 2021
Acquisition
The Hilb Group, LLC has acquired Star Insurance Agency
MarshBerry was financial adviser to The Hilb Group, LLC
February 2021
Acquisition
Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.
MarshBerry was financial adviser to Financial Institutions, Inc.
January 2021
Acquisition
GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC
MarshBerry was financial adviser to GCP Capital Partners, LLC
December 2020
Acquisition
Alera Group, Inc. has acquired Granite Group Benefits, LLC
MarshBerry was financial adviser to Alera Group, Inc.
November 2020
Acquisition
World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance)
MarshBerry was financial adviser to World Insurance Associates, LLC
November 2020
Merger
Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC
MarshBerry was financial adviser to Higginbotham Insurance Agency, Inc
November 2020
Acquisition
The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC
MarshBerry was financial adviser to The Hilb Group, LLC
October 2020
Acquisition
The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions
MarshBerry was financial adviser to The Hilb Group, LLC
October 2020
Acquisition
Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc.
MarshBerry was financial adviser to Hub International Limited
October 2020
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
September 2020
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
MarshBerry was financial adviser to Keystone Agency Investors, LLC
September 2020
Acquisition
DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability
MarshBerry was financial adviser to DOXA Insurance Holdings, LLC†
August 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
August 2020
Acquisition
Alera Group, Inc. has acquired Banasky Insurance, Inc.
MarshBerry was financial adviser to Alera Group, Inc.
July 2020
Acquisition
The Hilb Group, LLC has acquired CIA Financial Group, Inc.
MarshBerry was financial adviser to The Hilb Group, LLC
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
Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
† Advisory services provided by MarshBerry Capital