Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition Acrisure, LLC has acquired Lezam & Associates, LLC MarshBerry was the financial advisor to Lezam & Associates, LLC†
October 2021
Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc. MarshBerry was the financial advisor to Gerardi Insurance Services, Inc.
October 2021
Acquisition BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance Agency MarshBerry was the financial advisor to Whitehill Plaza, Inc. dba K&S Insurance Agency†
October 2021
Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC MarshBerry was the financial advisor to Alpharetta Underwriters, LLC
October 2021
Acquisition Specialty Program Group LLC has acquired CM&F Group, Inc. MarshBerry was the financial advisor to CM&F Group, Inc.
October 2021
Acquisition Alera Group, Inc. has acquired Blue Communications Agency, Inc. MarshBerry was the financial advisor to Blue Communications Agency, Inc.†
October 2021
Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency MarshBerry was financial advisor to Jerry Baird Insurance Agency & Baird Crop Insurance Agency†
October 2021 
Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc. MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.†
September 2021
Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations MarshBerry was the financial adviser to Caitlin Morgan Insurance Services†
September 2021
Acquisition PIB Group has acquired JRT Insurance Brokers
IMAS acted as the exclusive financial advisor to JRT Insurance Brokers*
September 2021
Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah MarshBerry was financial adviser to the Seller
September 2021 
Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc. MarshBerry was financial adviser to Good’s Insurance Agency, Inc.
September 2021 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri MarshBerry was financial adviser to the Seller
September 2021
Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc. MarshBerry was the financial adviser to Vaaler Insurance, Inc.†
August 2021
Acquisition Alera Group, Inc. has acquired Risk Consulting Partners MarshBerry was the financial adviser to Risk Consulting Partners†
August 2021 
Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group†
July 2021 
Acquisition PCF Insurance Services has acquired Gordon Insurance MarshBerry was financial adviser to Gordon Insurance
July 2021
Acquisition Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York MarshBerry was financial adviser to the Seller
July 2021 
Acquisition PCF Insurance Services has acquired Rice Insurance, LLC MarshBerry was financial adviser to Rice Insurance, LLC†
July 2021
Acquisition Scottish American has acquired FastComp.com, LLC MarshBerry was the financial adviser to FastComp.com, LLC†
† Advisory services provided by MarshBerry Capital
