Transactions
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† Advisory services provided by MarshBerry Capital
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†
July 2021 
Acquisition Scottish American has acquired Kaliff Insurance MarshBerry was the financial adviser to Kaliff Insurance†
July 2021 
Acquisition BRP Group, Inc. has acquired RogersGray, Inc. MarshBerry was the financial adviser to RogersGray, Inc.†
June 2021
Acquisition AssuredPartners, Inc. has acquired Sterling Insurance Group
MarshBerry was the financial adviser to Sterling Insurance Group
June 2021
Acquisition Abry Partners has invested in Socius Insurance Services, Inc. MarshBerry was the financial adviser to Socius Insurance Services, Inc.†
May 2021
Acquisition Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
IMAS acted as the exclusive financial advisor to Mattioli Woods plc*
May 2021
Acquisition Hub International Limited has acquired Conover Insurance Services, LLC MarshBerry was financial adviser to Conover Insurance Services, LLC†
May 2021 
Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc. MarshBerry was financial adviser to Direct Benefits, Inc.†
April 2021
Acquisition General Indemnity Group has acquired a privately-held insurance agency in Ohio MarshBerry was the financial adviser to the Seller
April 2021 
Acquisition Alera Group, Inc. has acquired Boston Benefit Partners, LLC MarshBerry was financial adviser to Boston Benefit Partners, LLC
April 2021
Acquisition INSURICA has acquired Oklahoma Business Insurors Agency, LLC MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC†
March 2021
Acquisition J.M. Glendinning Limited has acquired Nowell & Richards Insurance Services Limited
IMAS acted as the exclusive financial advisor to Nowell & Richards Insurance Services Limited*
† Advisory services provided by MarshBerry Capital
