Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
Toggle Transaction Details June 2023
King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
King Insurance Partners has acquired Pavese-McCormick Agency, Inc. Buyer: King Insurance Partners Seller: Pavese-McCormick Agency, Inc. Closed Date: 06/15/23 Location: New Jersey MarshBerry Advisory Role: MarshBerry served as the financial advisor to King Insurance Partners June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk
MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk
MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk
RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk Buyer: RSC Insurance Brokerage, Inc Seller: Setnor Byer Insurance & Risk Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk June 2023
Acquisition
Hub International Limited has acquired Johnston Lewis Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023
Hub International Limited has acquired Johnston Lewis Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Johnston Lewis Associates, Inc. Buyer: Hub International Limited Seller: Johnston Lewis Associates, Inc. Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023
Acquisition
Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023
Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Custom Results Corporate Consulting, LLC Buyer: Hub International Limited Seller: Custom Results Corporate Consulting, LLC Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023
Acquisition
Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023
Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc. Buyer: Hub International Limited Seller: Ibex Enterprises, Inc. Closed Date: 06/01/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group†
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group†
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group Buyer: RSC Insurance Brokerage, Inc. Seller: Johnson Financial Group Closed Date: 06/01/2023 Location: Wisconsin Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Johnson Financial Group† June 2023
Acquisition
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC†
Toggle Transaction Details June 2023
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC†
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC Buyer: Hub International Limited Seller: Horan Associates, Inc. Firm Type: Employee Benefits Closed Date: 06/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC† May 2023
Acquisition
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC†
Toggle Transaction Details May 2023
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC†
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC Buyer: Arthur J. Gallagher & Co Seller: Bernard Health, LLC Closed Date: 05/24/2023 Location: Tennessee Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Bernard Health, LLC† May 2023
Acquisition
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.†
Toggle Transaction Details May 2023
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.†
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc. Buyer: Patriot Growth Insurance Services, LLC Seller: CoreMark Insurance Services, Inc. Closed Date: 05/02/2023 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.† May 2023
Acquisition
Oakbridge Insurance Agency LLC has acquired JHA Risk Management
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Toggle Transaction Details May 2023
Oakbridge Insurance Agency LLC has acquired JHA Risk Management
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC has acquired JHA Risk Management Buyer: Oakbridge Insurance Agency LLC Seller: JHA Risk Management Closed Date: 05/01/2023 Location: North Carolina Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC April 2023
Acquisition
Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details April 2023
Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired The Wooditch Company Buyer: Hub International Limited Seller: The Wooditch Company Closed Date: 4/24/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited April 2023
Acquisition
Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
Toggle Transaction Details April 2023
Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
Hub International Limited has acquired Hobson Insurance Buyer: Hub International Limited Seller: Hobson Insurance Closed Date: 4/2/2023 Location: Montana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hobson Insurance March 2023
Acquisition
Inszone Insurance Services, LLC has acquired Citizens General Insurance Brokers, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details March 2023
Inszone Insurance Services, LLC has acquired Citizens General Insurance Brokers, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired Citizens General Insurance Brokers, Inc. Buyer: Inszone Insurance Services, LLC Seller: Citizens General Insurance Brokers, Inc. Closed Date: 03/31/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC March 2023
Acquisition
Inszone Insurance Services, LLC has acquired Starline Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details May 2023
Inszone Insurance Services, LLC has acquired Starline Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired Starline Insurance Group Buyer: Inszone Insurance Services, LLC Seller: Starline Insurance Group Closed Date: 03/31/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC March 2023
Acquisition
Inszone Insurance Services, LLC has acquired Corbett & Associates Insurance Agency, Inc.
MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.†
Toggle Transaction Details April 2023
Inszone Insurance Services, LLC has acquired Corbett & Associates Insurance Agency, Inc.
MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.†
Inszone Insurance Services, LLC has acquired Corbett & Associates Insurance Agency, Inc. Buyer: Inszone Insurance Services, LLC Seller: Corbett & Associates Insurance Agency, Inc Closed Date: 3/15/2023 Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.† March 2023
Acquisition
Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry served as the financial advisor to Krabbe Assurantien
Toggle Transaction Details March 2023
Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry served as the financial advisor to Krabbe Assurantien
Gilde Equity Management has acquired Krabbe Assurantien Buyer: Gilde Equity Management Seller: Krabbe Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Krabbe Assurantien March 2023
Acquisition
Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry served as the financial advisor to De Croes Adviesgroep
Toggle Transaction Details March 2023
Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry served as the financial advisor to De Croes Adviesgroep
Gilde Equity Management has acquired De Croes Adviesgroep Buyer: Gilde Equity Management Seller: De Croes Adviesgroep Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to De Croes Adviesgroep March 2023
Acquisition
Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
Toggle Transaction Details March 2023
Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
Gilde Equity Management has acquired Velthuis Assurantien Buyer: Gilde Equity Management Seller: Velthuis Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Velthuis Assurantien March 2023
Acquisition
Gilde Equity Management has acquired Holtkamp Assurantien
MarshBerry served as the financial advisor to Holtkamp Assurantien
Toggle Transaction Details March 2023
Gilde Equity Management has acquired Holtkamp Assurantien
MarshBerry served as the financial advisor to Holtkamp Assurantien
Gilde Equity Management has acquired Holtkamp Assurantien Buyer: Gilde Equity Management Seller: Holtkamp Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Holtkamp Assurantien March 2023
Acquisition
Gilde Equity Management has acquired Asbroek Adviesgroep
MarshBerry served as the financial advisor to Asbroek Adviesgroep
Toggle Transaction Details March 2023
Gilde Equity Management has acquired Asbroek Adviesgroep
MarshBerry served as the financial advisor to Asbroek Adviesgroep
Gilde Equity Management has acquired Asbroek Adviesgroep Buyer: Gilde Equity Management Seller: Asbroek Adviesgroep Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asbroek Adviesgroep† Advisory services provided by MarshBerry Capital