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† Advisory services provided by MarshBerry Capital
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
June 2020
Acquisition
Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.
MarshBerry was financial adviser to Sunstar Insurance Group, LLC
March 2020
Acquisition
Hutchinson Traylor Insurance Agency has acquired Webber & Associates, Inc.
MarshBerry was financial adviser to Hutchinson Traylor Insurance Agency
March 2020
Acquisition
Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.
MarshBerry was financial adviser to Alera Group, Inc.
February 2020
MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
February 2020
Acquisition
The Hilb Group, LLC has acquired Regency Insurance Group, LLC
MarshBerry was financial adviser to The Hilb Group, LLC
January 2020
Acquisition
Insgroup, Inc. has acquired Harris F. Underwood III, Inc.
MarshBerry was financial adviser to Insgroup, Inc.†
December 2019
Acquisition
Hub International Limited has acquired SilverStone Group
MarshBerry was financial adviser to Hub International Limited
November 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates
MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
November 2019
Acquisition
The Hilb Group, LLC has acquired G&N Insurance
MarshBerry was financial adviser to The Hilb Group, LLC
October 2019
Acquisition
The Hilb Group, LLC has acquired Avanti Associates, Ltd.
MarshBerry was financial adviser to The Hilb Group, LLC
October 2019
Acquisition
The Hilb Group, LLC has acquired LCIA, Inc. dba Campisano Insurance Agency
MarshBerry was financial adviser to The Hilb Group, LLC
† Advisory services provided by MarshBerry Capital