Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

*IMAS Corporate Finance LLP has been acquired by MarshBerry
September 2017 Specialty Program Group, LLC Borisoff Insurance Services Inc. dba Monarch E&S Insurance Acquisition Specialty Program Group, LLC has acquired Borisoff Insurance Services Inc. dba Monarch E&S Insurance

MarshBerry was financial adviser to Specialty Program Group, LLC

August 2017 Hub International Limited Coordinated Resources Group, LLC Acquisition Hub International Limited has acquired Coordinated Resources Group, LLC

MarshBerry was financial adviser to Hub International Limited

August 2017 Hub International Limited Rogers, Gunter, Vaughn Insurance, Inc. Acquisition Hub International Limited has acquired Rogers, Gunter, Vaughn Insurance, Inc.

MarshBerry was financial adviser to Hub International Limited

June 2017 Specialty Program Group, LLC Hanson & Paul Inc. dba Paul Hanson Partners Acquisition Specialty Program Group, LLC has acquired Hanson & Paul Inc. dba Paul Hanson Partners

MarshBerry was financial adviser to Specialty Program Group, LLC

May 2017 Specialty Program Group, LLC Workers Compensation Business from Marketscout Corporation Acquisition Specialty Program Group, LLC has acquired Workers Compensation Business from Marketscout Corporation

MarshBerry was financial adviser to Specialty Program Group, LLC

May 2017 Workers Credit Union Braley Wellington Insurance Group Acquisition Workers Credit Union has acquired Braley Wellington Insurance Group

MarshBerry was financial adviser to Workers Credit Union

April 2017 Prime Risk Partners, Inc. Gundermann & Gundermann, Inc. Acquisition Prime Risk Partners, Inc. has acquired Gundermann & Gundermann, Inc.

MarshBerry was financial adviser to Prime Risk Partners, Inc.

March 2017 USI Insurance Services, LLC Cameron M. Harris & Co. LLC Acquisition USI Insurance Services, LLC has acquired Cameron M. Harris & Co. LLC

MarshBerry was financial adviser to USI, Inc.

March 2017 Hilb Group, LLC American Truck Insurance Exchange, LLC Acquisition Hilb Group, LLC has acquired American Truck Insurance Exchange, LLC

MarshBerry was financial adviser to Hilb Group, LLC

March 2017 Hub International Limited Leavitt Insurance Services of Southern California, Inc. Acquisition Hub International Limited has acquired Leavitt Insurance Services of Southern California, Inc.

MarshBerry was financial adviser to Leavitt Insurance Services of Southern California, Inc.

February 2017 The Graham Company

The Graham Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.

MarshBerry served as The Graham Company’s Financial Adviser.

February 2017 Hilb Group, LLC Consolidated Marketing Group, Inc. dba Charlotte Insurance Acquisition Hilb Group, LLC has acquired Consolidated Marketing Group, Inc. dba Charlotte Insurance

MarshBerry was financial adviser to Hilb Group, LLC

December 2016 Hub International Limited Cathedral Insurance Services (1995) Ltd. Acquisition Hub International Limited has acquired Cathedral Insurance Services (1995) Ltd.

MarshBerry was financial adviser to Hub International Limited

December 2016 NFP Corp. City Securities Insurance, LLC Acquisition NFP Corp. has acquired City Securities Insurance, LLC

MarshBerry was financial adviser to NFP Corp.

December 2016 Hub International Limited Indian Head Agencies (1980) Ltd. Acquisition Hub International Limited has acquired Indian Head Agencies (1980) Ltd.

MarshBerry was financial adviser to Hub International Limited

December 2016 Hub International Limited Mainline Insurance Brokers Acquisition Hub International Limited has acquired Mainline Insurance Brokers

MarshBerry was financial adviser to Hub International Limited

December 2016 Hub International Limited R&J McKay Agencies Limited Acquisition Hub International Limited has acquired R&J McKay Agencies Limited

MarshBerry was financial adviser to Hub International Limited

December 2016 Hub International Limited Global Marine Insurance Agency Acquisition Hub International Limited has acquired Global Marine Insurance Agency

MarshBerry was financial adviser to Hub International Limited

November 2016 USI Insurance Services, LLC Johnson & Bryan, Inc. Acquisition USI Insurance Services, LLC has acquired Johnson & Bryan, Inc.

MarshBerry was financial adviser to USI Insurance Services, LLC

October 2016 Northwest Bancshares, Inc. Winans Insurance & Employee Benefits Acquisition Northwest Bancshares, Inc. has acquired Winans Insurance & Employee Benefits

MarshBerry was financial adviser to Northwest Bancshares, Inc.

*IMAS Corporate Finance LLP has been acquired by MarshBerry