Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Quintes has acquired Weitenberg
MarshBerry served as the financial advisor to Weitenberg
Toggle Transaction Details January 2023
Quintes has acquired Weitenberg
MarshBerry served as the financial advisor to Weitenberg
Quintes has acquired Weitenberg Buyer: Quintes Seller: Weitenberg Closed Date: 1/26/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry served as the financial advisor to Weitenberg January 2023
Acquisition
Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details January 2023
Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Provision Insurance Group Buyer: Evertree Insurance Group Seller: Provision Insurance Group Closed Date: 1/12/2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group January 2023
Acquisition
Relation Insurance Services Inc. has acquired Napa Valley Insurance Services
MarshBerry served as the financial advisor to Napa Valley Insurance Services†
Toggle Transaction Details January 2023
Relation Insurance Services Inc. has acquired Napa Valley Insurance Services
MarshBerry served as the financial advisor to Napa Valley Insurance Services†
Relation Insurance Services Inc. has acquired Napa Valley Insurance Services Buyer: Relation Insurance Services, Inc. Seller: Napa Valley Insurance Services Closed Date: 1/10/2023 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Napa Valley Insurance Services January 2023
Acquisition
AssuredPartners, Inc. has acquired IFS Benefits
MarshBerry served as the financial advisor to IFS Benefits†
Toggle Transaction Details January 2023
AssuredPartners, Inc. has acquired IFS Benefits
MarshBerry served as the financial advisor to IFS Benefits†
AssuredPartners, Inc. has acquired IFS Benefits Buyer: AssuredPartners, Inc. Seller: IFS Benefits Closed Date: 1/1/2023 Location: Delaware Media: Goto PRWeb MarshBerry Advisory Role: MarshBerry served as the financial advisor to IFS Benefits† January 2023
Acquisition
Global Risk Partners has acquired Christopher Trigg Ltd
IMAS acted as the exclusive financial advisor to Christopher Trigg Ltd*
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
World Insurance Associates, LLC has acquired Durfee Buffinton Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
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
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
HUB International Limited has acquired Chatham Insurance Partners
MarshBerry served as the financial advisor to Chatham Insurance Partners†
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
Hub International Limited has acquired Invensure Insurance Brokers
MarshBerry served as the financial advisor to Invensure Insurance Brokers†
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 November 2022
Acquisition
pib Group has acquired Jigsaw Insurance Services Plc
IMAS acted as the Rule 3 advisor to Jigsaw Insurance Services Plc*
November 2022
J. Morey Company, Inc. has secured debt financing.
MarshBerry served as financial advisory to J. Morey Company, Inc.†
November 2022
World Insurance Associates, LLC has acquired Thorson Insurance Services
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details November 2022
World Insurance Associates, LLC has acquired Thorson Insurance Services
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired Thorson Insurance Services Buyer: World Insurance Associates LLC Seller: Thorson Insurance Services Closed Date: 11/7/2022 Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC† Advisory services provided by MarshBerry Capital