Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc.
MarshBerry served as the financial advisor to John C. Breckenridge Insurance Solutions, Inc.†
Toggle Transaction Details January 2023 Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc.
MarshBerry served as the financial advisor to John C. Breckenridge Insurance Solutions, Inc.†
Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc. Buyer: Arthur J. Gallagher & Co. Seller: John C. Breckenridge Insurance Solutions, Inc. Closed Date: 1/11/2023 Media: Goto Money Controller MarshBerry Advisory Role: MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.† January 2023
Acquisition Relation Insurance Services Inc. has acquired Napa Valley Insurance Services
MarshBerry served as the financial advisor to Napa Valley Insurance Services†
Toggle Transaction Details January 2023 Relation Insurance Services Inc. has acquired Napa Valley Insurance Services
MarshBerry served as the financial advisor to Napa Valley Insurance Services†
Relation Insurance Services Inc. has acquired Napa Valley Insurance Services Buyer: Relation Insurance Services, Inc. Seller: Napa Valley Insurance Services Closed Date: 1/10/2023 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Napa Valley Insurance Services January 2023
Acquisition AssuredPartners, Inc. has acquired IFS Benefits
MarshBerry served as the financial advisor to IFS Benefits†
Toggle Transaction Details January 2023 AssuredPartners, Inc. has acquired IFS Benefits
MarshBerry served as the financial advisor to IFS Benefits†
AssuredPartners, Inc. has acquired IFS Benefits Buyer: AssuredPartners, Inc. Seller: IFS Benefits Closed Date: 1/1/2023 Location: Delaware Media: Goto PRWeb MarshBerry Advisory Role: MarshBerry served as the financial advisor to IFS Benefits† January 2023
Acquisition Global Risk Partners has acquired Christopher Trigg Ltd
IMAS acted as the exclusive financial advisor to Christopher Trigg Ltd*
January 2023
Acquisition Specialty Program Group LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services†
Toggle Transaction Details January 2023 Specialty Program Group LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services†
Specialty Program Group LLC has acquired Euclid Fiduciary Buyer: Specialty Program Group LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services† December 2022
Acquisition World Insurance Associates, LLC has acquired Tomlinson & O’Neil Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition RSC Insurance Brokerage, Inc. has acquired Bullen Insurance Group
MarshBerry served as the financial advisor to Bullen Insurance Group†
December 2022
Acquisition Cadence Insurance has acquired Warriner & Associates Insurance, Inc.
MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.†
December 2022
Acquisition Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC
MarshBerry served as the financial advisor to Technical Assurance, LLC†
December 2022 
Acquisition World Insurance Associates, LLC has acquired Durfee Buffinton Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
December 2022
Acquisition HUB International Limited has acquired Dale Barton Agency
MarshBerry served as the financial advisor to Dale Barton Agency†
Toggle Transaction Details December 2022 HUB International Limited has acquired Dale Barton Agency
MarshBerry served as the financial advisor to Dale Barton Agency†
HUB International Limited has acquired Dale Barton Agency Buyer: HUB International Limited Seller: Dale Barton Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Dale Barton Agency December 2022
Evertree Insurance has acquired Gnade Insurance Group Inc.
MarshBerry served as the financial advisor to Evertree Insurance
December 2022 
Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency
MarshBerry served as the financial advisor to Mahowald Insurance Agency†
Toggle Transaction Details December 2022 Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency
MarshBerry served as the financial advisor to Mahowald Insurance Agency†
Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: Mahowald Insurance Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mahowald Insurance Agency December 2022
Acquisition Specialist Risk Group has acquired Fleet and Commercial
IMAS acted as the exclusive financial advisor to Fleet and Commercial*
December 2022
Acquisition Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLC
Toggle Transaction Details December 2022 Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLC
Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc. Buyer: Hilb Group, LLC Seller: OceanPoint Insurance Agency, Inc. Closed Date: 12/26/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hilb Group, LLC December 2022 
HUB International Limited has acquired Chatham Insurance Partners MarshBerry served as the financial advisor to Chatham Insurance Partners†
December 2022
Acquisition Alera Group, Inc has acquired Collective Choice Insurance Solutions
MarshBerry served as the financial advisor to the Alera Group, Inc.
December 2022 
Acquisition World Insurance Associates, LLC has acquired Future Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition Hub International Limited has acquired Invensure Insurance Brokers
MarshBerry served as the financial advisor to Invensure Insurance Brokers†
† Advisory services provided by MarshBerry Capital
