Transactions

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Explore All MarshBerry Transactions

*IMAS Corporate Finance LLP has been acquired by MarshBerry
August 2020 Patriot Growth Insurance Services, LLC Bowermaster & Associates Insurance Agency, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Bowermaster & Associates Insurance Agency, Inc.

MarshBerry was financial adviser to Bowermaster & Associates Insurance Agency, Inc.

August 2020 Alera Group, Inc. Alper Services, LLC Acquisition Alera Group, Inc. has acquired Alper Services, LLC

MarshBerry was financial adviser to Alper Services, LLC

July 2020 USI Insurance Services, LLC Johnson Insurance Services Acquisition USI Insurance Services, LLC has acquired Johnson Insurance Services

MarshBerry was financial adviser to Johnson Insurance Services

July 2020 Higginbotham Insurance Agency, Inc.  American Financial Services, Inc. d/b/a Borden Insurance Acquisition Higginbotham Insurance Agency, Inc.  has acquired American Financial Services, Inc. d/b/a Borden Insurance

MarshBerry was financial adviser to American Financial Services, Inc. d/b/a Borden Insurance

July 2020 Leavitt Group Enterprises, Inc. a privately-held insurance agency in Colorado Acquisition Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado

MarshBerry was financial adviser to the Seller

July 2020 Specialist Risk Group Insolvency Risk Services Acquisition

Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services

IMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*

July 2020 Specialty Program Group, LLC Beacon Hill Associates, Inc. Acquisition Specialty Program Group, LLC has acquired Beacon Hill Associates, Inc.

MarshBerry was financial adviser to Beacon Hill Associates, Inc.

July 2020 Specialty Program Group, LLC Avant, LLC Acquisition Specialty Program Group, LLC has acquired Avant, LLC

MarshBerry was financial adviser to Avant, LLC

July 2020 Hub International Limited Gus Bates Retirement Plan Services Acquisition Hub International Limited has acquired Gus Bates Retirement Plan Services

MarshBerry was financial adviser to Gus Bates Retirement Plan Services

July 2020 Hub International Limited GBC Benefits, Ltd. dba Gus Bates Insurance & Investments Acquisition Hub International Limited has acquired GBC Benefits, Ltd. dba Gus Bates Insurance & Investments

MarshBerry was financial adviser to GBC Benefits, Ltd. dba Gus Bates Insurance & Investments

June 2020 Beckett Investment Management Group Brown Shipley & Co Acquisition

Beckett Investment Management Group has acquired Brown Shipley & Co

IMAS acted as the exclusive financial advisor to Brown Shipley & Co*

June 2020 Alera Group, Inc. Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC Acquisition Alera Group, Inc. has acquired Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC

MarshBerry was financial adviser to Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC

June 2020 Heffernan Insurance Brokers RGEB, Inc. Acquisition Heffernan Insurance Brokers has acquired RGEB, Inc.

MarshBerry was financial adviser to RGEB, Inc.

June 2020 Hub International Limited The Clements Agency, LLC Acquisition Hub International Limited has acquired The Clements Agency, LLC

MarshBerry was financial adviser to The Clements Agency, LLC

May 2020 High Street Partners, Inc. Ken Bleeker Insurance Acquisition High Street Partners, Inc. has acquired Ken Bleeker Insurance

MarshBerry was financial adviser to Ken Bleeker Insurance

May 2020 AssuredPartners, Inc. Cypress Insurance Group, Inc. Acquisition AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.

MarshBerry was financial adviser to Cypress Insurance Group, Inc.

April 2020 Baldwin Krystyn Sherman Partners, LLC Insurance Risk Partners, LLC Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Insurance Risk Partners, LLC

MarshBerry was financial adviser to Insurance Risk Partners, Inc.

March 2020 Willis Europe B.V. Unity Group Holdings Corp. and its affiliates Acquisition Willis Europe B.V. has acquired Unity Group Holdings Corp. and its affiliates

MarshBerry was financial adviser to Unity Group Holdings Corp.

March 2020 Arthur J. Gallagher & Co. DLS Insurance Services Acquisition Arthur J. Gallagher & Co. has acquired DLS Insurance Services

MarshBerry was financial adviser to DLS Insurance Services

March 2020 Hub International Limited Harris, Madden, Powell, Stallings & Brown, Inc. Acquisition Hub International Limited has acquired Harris, Madden, Powell, Stallings & Brown, Inc.

MarshBerry was financial adviser to Harris, Madden, Powell, Stallings & Brown, Inc.

*IMAS Corporate Finance LLP has been acquired by MarshBerry