Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2020 Acquisition Alera Group, Inc. has acquired Granite Group Benefits, LLC

MarshBerry was financial adviser to Alera Group, Inc.

November 2020 WorldInsuranceAssociates,LLC 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 hub international 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 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

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