Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Inszone Insurance Services, LLC has acquired a Privately-Held Insurance Agency in Illinois
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
High Street Insurance Partners, Inc. has acquired a privately-held insurance agency in Michigan
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
Hub International Limited has acquired Basi Insurance Services, Inc.
MarshBerry was the financial advisor to Basi Insurance Services, Inc.†
December 2021
Acquisition
Davies Group has acquired Building Validation Solutions Group of Companies
IMAS acted as the exclusive financial advisor to the Building Validation Solutions Group of Companies*
December 2021
Acquisition
Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP
MarshBerry was the financial advisor to Arcana Insurance Services, LP†
December 2021
Acquisition
BRP Group, Inc. has acquired Construction Risk Partners
MarshBerry was the financial advisor to Construction Risk Partners†
December 2021
Acquisition
BRP Group, Inc. has acquired WGB Benefits Insurance Services, L.P.
MarshBerry was the financial advisor to WGB Benefits Insurance Services, L.P.†
December 2021
Acquisition
BRP Group, Inc. has acquired Wood Gutmann & Bogart Insurance Brokers
MarshBerry was the financial advisor to Wood Gutmann & Bogart Insurance Brokers†
December 2021
Acquisition
BRP Group, Inc. has acquired Performance Bonding Surety & Insurance Brokerage, L.P.
MarshBerry was the financial advisor to Performance Bonding Surety & Insurance Brokerage, L.P.†
December 2021
Acquisition
Univest Insurance, Inc has acquired Paul I. Sheaffer Insurance Agency
MarshBerry was the financial advisor to Paul I. Sheaffer Insurance Agency
December 2021
Acquisition
Marsh McLennan Agency has acquired InSource Group, LLC
MarshBerry was the financial advisor to InSource Group, LLC†
December 2021
Acquisition
Alera Group, Inc. has acquired Heist Insurance Agency, Inc.
MarshBerry was the financial advisor to Heist Insurance Agency, Inc.†
December 2021
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
Alera Group, Inc. has acquired The D.B.L Center Ltd.
MarshBerry was the financial advisor to The D.B.L Center Ltd.†
November 2021
The Hilb Group, LLC has acquired Clark & Lavey Benefits Solutions, Inc.
MarshBerry was the financial advisor to Clark & Lavey Benefits Solutions, Inc.†
November 2021
Acquisition
HSB has acquired MD Group of Companies
IMAS acted as the exclusive financial advisor to the MD Group of Companies*
November 2021
Acquisition
Foundation Risk Partners has acquired a privately-held insurance agency in Florida
MarshBerry served as the financial advisor to the Seller
November 2021
Acquisition
Risk Strategies has acquired Meeker Sharkey Associates, LLC
MarshBerry was the financial advisor to Meeker Sharkey Associates, LLC
November 2021
Acquisition
Alera Group, Inc. has acquired McSherry & Hudson, LLC
MarshBerry was the financial advisor to McSherry & Hudson, LLC
November 2021
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was the financial advisor to the Seller
† Advisory services provided by MarshBerry Capital