Transactions
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† Advisory services provided by MarshBerry Capital
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.†
March 2022
Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC MarshBerry served as the financial advisor to Hawley & Associates, LLC†
March 2022
Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California MarshBerry was the financial advisor to the Seller†
March 2022
Acquisition Keystone Agency Partners has acquired Strategic Insurance Partners
MarshBerry served as the financial advisor to Strategic Insurance Partners†
March 2022 
Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc. MarshBerry served as the financial advisor to Kuhl Insurance Agency, Inc.†
February 2022
Acquisition ALKEME Holdings, LLC has acquired ERM Insurance Brokers MarshBerry served as the financial advisor to ERM Insurance Brokers†
February 2022
High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc. MarshBerry served as the financial advisor to The Craft Insurance Agency, Inc.†
† Advisory services provided by MarshBerry Capital
