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† Advisory services provided by MarshBerry Capital
Acquisition Specialty Program Group LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services†
Toggle Transaction Details January 2023 Specialty Program Group LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services†
Specialty Program Group LLC has acquired Euclid Fiduciary Buyer: Specialty Program Group LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services† December 2022
Acquisition World Insurance Associates, LLC has acquired Tomlinson & O’Neil Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition RSC Insurance Brokerage, Inc. has acquired Bullen Insurance Group
MarshBerry served as the financial advisor to Bullen Insurance Group†
December 2022
Acquisition Cadence Insurance has acquired Warriner & Associates Insurance, Inc.
MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.†
December 2022
Acquisition Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC
MarshBerry served as the financial advisor to Technical Assurance, LLC†
December 2022 
Acquisition World Insurance Associates, LLC has acquired Durfee Buffinton Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
December 2022
Acquisition Hub International Limited has acquired Dale Barton Agency
MarshBerry served as the financial advisor to Dale Barton Agency†
Toggle Transaction Details December 2022 Hub International Limited has acquired Dale Barton Agency
MarshBerry served as the financial advisor to Dale Barton Agency†
Hub International Limited has acquired Dale Barton Agency Buyer: Hub International Limited Seller: Dale Barton Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Dale Barton Agency December 2022
Evertree Insurance has acquired Gnade Insurance Group Inc.
MarshBerry served as the financial advisor to Evertree Insurance
December 2022
Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency
MarshBerry served as the financial advisor to Mahowald Insurance Agency†
Toggle Transaction Details December 2022 Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency
MarshBerry served as the financial advisor to Mahowald Insurance Agency†
Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: Mahowald Insurance Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mahowald Insurance Agency December 2022
Acquisition Specialist Risk Group has acquired Fleet and Commercial
IMAS acted as the exclusive financial advisor to Fleet and Commercial*
December 2022
Acquisition Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLC
Toggle Transaction Details December 2022 Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLC
Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc. Buyer: Hilb Group, LLC Seller: OceanPoint Insurance Agency, Inc. Closed Date: 12/26/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hilb Group, LLC December 2022
Acquisition Alera Group, Inc has acquired Collective Choice Insurance Solutions
MarshBerry served as the financial advisor to the Alera Group, Inc.
December 2022 
Acquisition World Insurance Associates, LLC has acquired Future Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition Hub International Limited has acquired Invensure Insurance Brokers
MarshBerry served as the financial advisor to Invensure Insurance Brokers†
November 2022 
Acquisition PCF Insurance Services has acquired Voluntary Benefits at Work
MarshBerry served as the financial advisor to PCF Insurance Services
November 2022
Acquisition Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC
MarshBerry served as the financial advisor to Hilb Group, LLC
November 2022
Acquisition Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Toggle Transaction Details November 2022 Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Relation Insurance Services, Inc. has acquired Garrity Insurance Buyer: Relation Insurance Services, Inc. Seller: Garrity Insurance Closed Date: 11/1/2022 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Garrity Insurance November 2022 Acquisition Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey
MarshBerry served as the financial advisor to the Seller†
November 2022
Acquisition Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates†
Toggle Transaction Details November 2022 Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates†
Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates Buyer: Alliant Insurance Services, Inc. Seller: Trivedi Capacity Associates Closed Date: 11/2/2022 Media: Goto Alliant MarshBerry Advisory Role: MarshBerry served as the financial advisor to Trivedi Capacity Associates† Advisory services provided by MarshBerry Capital
