Transactions
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† Advisory services provided by MarshBerry Capital


Relation Insurance, Inc. has acquired Innovative Broker Services, LLC
MarshBerry served as the financial advisor to Innovative Broker Services, LLC†
July 2022

Specialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry served as the financial advisor to ESP Brokerage LLC
July 2022

Hub International Limited has acquired Alexander & Company, Inc.
MarshBerry served as the financial advisor to Alexander & Company, Inc.†
July 2022

Alera Group, Inc. has acquired Noyle Johnson Insurance, Inc.
MarshBerry served as the financial advisor to Alera Group, Inc.
July 2022

PCF Insurance Services has acquired John E. Peakes Insurance Agency, Inc.
MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.†
July 2022

Investec Wealth & Investment has acquired Murray Asset Management
IMAS acted as the exclusive financial advisor to Murray Asset Management*
July 2022

Cover Genius Holdings Pty Limited has acquired Booking Projects Limited
IMAS acted as the exclusive financial advisor to Booking Project Limited*
July 2022

Hurst Point Group has acquired Metis Wealth Limited and Metis Asset Management Limited
IMAS acted as the exclusive financial advisor to Metis Wealth Limited and Metis Wealth Management Limited*
July 2022

Global Risk Partners has acquired First Insurance Solutions Ltd
IMAS acted as the exclusive financial advisor to First Insurance Solutions Ltd*
June 2022

Patriot Growth Insurance Services, LLC has acquired BMT Insurance Advisors
MarshBerry served as the financial advisor to BMT Insurance Advisors†
June 2022

Clear Insurance Management has acquired ProAktive
IMAS acted as the exclusive financial advisor to ProAktive*
June 2022

Hawksmoore Group Limited has acquired Gore Browne Investment Management
IMAS acted as the exclusive financial advisor to Gore Browne Investment Management Limited*
June 2022

Marsh & McLennan Agency, LLC has acquired Clark Insurance
MarshBerry served as the financial advisor to Clark Insurance†
May 2022

One80 Intermediaries, LLC has acquired VFIS of North Carolina
MarshBerry served as the financial advisor to One80 Intermediaries, LLC
May 2022

MarshBerry served as the financial advisor to Claim Technologies Incorporated†
May 2022

Field Pros Direct has acquired Dineley Claims Services, Inc.
MarshBerry served as the financial advisor to Dineley Claims Services, Inc.†
May 2022

Patriot Growth Insurance Services, LLC has acquired EXUDE Benefits, LLC
MarshBerry served as the financial advisor to EXUDE Benefits, LLC
May 2022

MarshBerry served as the financial advisor to Jones Birdsong, LLC†
May 2022

MarshBerry served as the financial advisor to PFG Benefits, Inc.†
May 2022

MarshBerry served as the financial advisor to DMM Advisors†
† Advisory services provided by MarshBerry Capital