Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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 October 2022
Acquisition
Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.
MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.†
Toggle Transaction Details October 2022
Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.
MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.†
Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc. Buyer: Alera Group, Inc. Seller: Haylor, Freyer & Coon, Inc. Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc. October 2022
Acquisition
HUB International Limited has acquired Guide Insurance Services, Inc.
MarshBerry served as the financial advisor to Guide Insurance Services, Inc.†
October 2022
Acquisition
PCF Insurance Services has acquired Paul’s Insurance Services, formerly a division of Paul’s Agency
MarshBerry served as the financial advisor to PCF Insurance
September 2022
Acquisition
Alera Group, Inc. has acquired Arista Consulting Group
MarshBerry served as the financial advisor to Arista Consulting Group†
Toggle Transaction Details September 2022
Alera Group, Inc. has acquired Arista Consulting Group
MarshBerry served as the financial advisor to Arista Consulting Group†
Alera Group, Inc. has acquired Arista Consulting Group Buyer: Alera Group, Inc. Seller: Arista Consulting Group Closed Date: 9/12/2022 Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arista Consulting Group September 2022
Acquisition
World Insurance Associates, LLC has acquired Tarpey Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLC
August 2022
Acquisition
Hub International Limited has acquired Grace & Porta Benefits
MarshBerry served as the financial advisor to Grace & Porta Benefits†
Toggle Transaction Details 8/1/2022
Hub International Limited has acquired Grace & Porta Benefits
MarshBerry served as the financial advisor to Grace & Porta Benefits†
Hub-Grace and Porta-01/2023 Buyer: Hub International Limited Seller: Grace and Porta Benefits Closed Date: 8/1/2022 Media: Goto HUB International MarshBerry Advisory Role: MarshBerry served as the financial advisor to Grace & Porta Benefits August 2022
Acquisition
World Insurance Associates, LLC has acquired Rush-Kent Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
July 2022
Acquisition
Hub International Limited has acquired Alexander & Company, Inc.
MarshBerry served as the financial advisor to Alexander & Company, Inc.†
July 2022
Acquisition
Alera Group, Inc. has acquired Noyle Johnson Insurance, Inc.
MarshBerry served as the financial advisor to Alera Group, Inc.
July 2022
Acquisition
Global Risk Partners has acquired First Insurance Solutions Ltd
IMAS acted as the exclusive financial advisor to First Insurance Solutions Ltd*
June 2022
Acquisition
Patriot Growth Insurance Services, LLC has acquired BMT Insurance Advisors
MarshBerry served as the financial advisor to BMT Insurance Advisors†
June 2022
Acquisition
Clear Insurance Management has acquired ProAktive
IMAS acted as the exclusive financial advisor to ProAktive*
June 2022
Acquisition
Marsh & McLennan Agency, LLC has acquired Clark Insurance
MarshBerry served as the financial advisor to Clark Insurance†
May 2022
Acquisition
Brown & Brown, Inc. has acquired Claim Technologies Incorporated
MarshBerry served as the financial advisor to Claim Technologies Incorporated†
April 2022
Acquisition
PCF Insurance Services has acquired Knoll Insurance Agency
MarshBerry served as the financial advisor to PCF Insurance Services
April 2022
Acquisition
Hub International Limited has acquired Chun-Ha Holding Corp
MarshBerry served as the financial advisor to ChunHa-Holding Corp†
† Advisory services provided by MarshBerry Capital