Transactions

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Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
October 2020 Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC

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 farris logo 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 Acquisition Patriot Growth Insurance Services, LLC has acquired Bagatta Associates, Inc.

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 hub international 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

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital