Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition PCF Insurance Services has acquired John E. Peakes Insurance Agency, Inc.
MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.†
July 2022
Acquisition Investec Wealth & Investment has acquired Murray Asset Management
IMAS acted as the exclusive financial advisor to Murray Asset Management*
July 2022
Acquisition Cover Genius Holdings Pty Limited has acquired Booking Projects Limited
IMAS acted as the exclusive financial advisor to Booking Project 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 Global Risk Partners has acquired First Insurance Solutions Ltd
IMAS acted as the exclusive financial advisor to First Insurance Solutions Ltd*
June 2022
Acquisition Patriot Growth Insurance Services, LLC has acquired BMT Insurance Advisors
MarshBerry served as the financial advisor to BMT Insurance Advisors†
June 2022
Acquisition Clear Insurance Management has acquired ProAktive
IMAS acted as the exclusive financial advisor to ProAktive*
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*
June 2022
Acquisition Marsh & McLennan Agency, LLC has acquired Clark Insurance
MarshBerry served as the financial advisor to Clark Insurance†
May 2022
Acquisition Brown & Brown, Inc. has acquired Claim Technologies Incorporated MarshBerry served as the financial advisor to Claim Technologies Incorporated†
May 2022
Acquisition Field Pros Direct has acquired Dineley Claims Services, Inc.
MarshBerry served as the financial advisor to Dineley Claims Services, Inc.†
May 2022 
Acquisition Patriot Growth Insurance Services, LLC has acquired EXUDE Benefits, LLC
MarshBerry served as the financial advisor to EXUDE Benefits, LLC
May 2022
Acquisition Specialty Program Group LLC has acquired Jones Birdsong, LLC MarshBerry served as the financial advisor to Jones Birdsong, LLC†
May 2022 
Acquisition Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc. MarshBerry served as the financial advisor to PFG Benefits, Inc.†
May 2022 
Acquisition Patriot Growth Insurance Services, LLC has acquired DMM Advisors MarshBerry served as the financial advisor to DMM Advisors†
April 2022
Acquisition Risk Placement Services, Inc. has acquired G. A. Mavon & Co. & it’s wholly-owned subsidiary, Mavco Insurance Agency
MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency†
April 2022
Acquisition Lockton Affinity has acquired SBG, Inc. Insurance Services
MarshBerry served as the financial advisor to SBG, Inc. Insurance Services†
April 2022
Acquisition Hub International Limited has acquired Chun-Ha Holding Corp MarshBerry served as the financial advisor to ChunHa-Holding Corp†
April 2022
Acquisition Peloton Capital Management has invested in Unison Risk Advisors MarshBerry served as the financial advisor to Unison Risk Advisors†
April 2022
Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc. MarshBerry served as the financial advisor to Paige & Campbell, Inc.†
† Advisory services provided by MarshBerry Capital
