Transactions
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† Advisory services provided by MarshBerry Capital
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†
April 2022
Acquisition
Peloton Capital Management has invested in Unison Risk Advisors
MarshBerry served as the financial advisor to Unison Risk Advisors†
March 2022
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in North Carolina
MarshBerry was the financial advisor to PCF Insurance Services
March 2022
Acquisition
Keystone Agency Partners has acquired Strategic Insurance Partners
MarshBerry served as the financial advisor to Strategic Insurance Partners†
March 2022
Acquisition
Hub International Limited has acquired Kuhl Insurance Agency, Inc.
MarshBerry served as the financial advisor to Kuhl Insurance Agency, Inc.†
February 2022
High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc.
MarshBerry served as the financial advisor to The Craft Insurance Agency, Inc.†
January 2022
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
MarshBerry served as the financial advisor to PCF Insurance Services
January 2022
Acquisition
Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Toggle Transaction Details 1/19/2022
Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Higginbotham - The Underwriters Group - 1/19/2022 Buyer: Higginbotham Insurance Agency, Inc. Seller: The Underwriters Group, Inc. Closed Date: 1/19/2022 Location: KY Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc. December 2021
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
MarshBerry was the financial advisor to Hub International Limited
December 2021
Acquisition
Hub International Limited has acquired JP Griffin Companies, LLC
MarshBerry was the financial advisor to JP Griffin Companies, LLC†
December 2021
Acquisition
Alera Group, Inc. has acquired Foa & Son Corporation
MarshBerry was the financial advisor to Foa & Son Corporation†
December 2021
Acquisition
High Street Insurance Partners, Inc. has acquired Gary Thompson Agency, Inc.
MarshBerry was the financial advisor to Gary Thompson Agency, Inc.†
December 2021
Acquisition
BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Michigan
MarshBerry was the financial advisor to Alera Group, Inc.†
December 2021
Acquisition
The Hilb Group, LLC has acquired Insurance Consultants of Central Florida
MarshBerry was the financial advisor to Insurance Consultants of Central Florida
December 2021
Acquisition
Alera Group, Inc. has acquired Ashbrook-Clevidence, Inc.
MarshBerry was the financial advisor to Ashbrook-Clevidence, Inc.†
December 2021
Acquisition
Foundation Risk Partners has acquired Gaspar Insurance Services
MarshBerry was the financial advisor to Gaspar Insurance Services†
December 2021
Acquisition
Alkeme Holdings, LLC has acquired Pauli-Shaw Insurance Agency, Inc.
MarshBerry was the financial advisor to Pauli-Shaw Insurance Agency, Inc†
† Advisory services provided by MarshBerry Capital