Transactions
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† Advisory services provided by MarshBerry Capital
ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc.
MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.†
October 2022
Acquisition Alera Group, Inc. has acquired Murray Insurance Agency
MarshBerry served as the financial advisor to Alera Group, Inc.
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
Merger C3 Risk & Insurance Services has merged with B. Wood Insurance
MarshBerry served as the financial advisor for both agencies
October 2022
Acquisition World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services
MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services†
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 Warner Pacific Insurance Services has acquired American Insurance Brokers, Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO
MarshBerry served as the financial advisor to UNICO†
October 2022 
Acquisition World Insurance Associates, LLC has acquired CDR Insurance Group Inc
MarshBerry served as the financial advisor to World Insurance Associates, LLC
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 RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group
MarshBerry served as the financial advisor to Wallace Specialty Insurance Group†
September 2022 
Acquisition RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services
MarshBerry served as the financial advisor to Relation Insurance Services†
Toggle Transaction Details October 2022 RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services
MarshBerry served as the financial advisor to Relation Insurance Services†
RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services Buyer: RSC Insurance Brokerage, Inc. Seller: Relation Insurance Services Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Relation Insurance Services September 2022
Acquisition Alera Group, Inc. has acquired Greenhill Insurance Services
MarshBerry served as the financial advisor to Greenhill Insurance Services†
September 2022
Acquisition One80 Intermediaries, LLC has acquired C&M First Services, Inc.
MarshBerry served as the financial advisor to One80 Intermediaries, LLC
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
September 2022
Acquisition Partners Group has invested in Foundation Risk Partners
MarshBerry served as the financial advisor to Foundation Risk Partners†
August 2022
Acquisition Scottish American has acquired Brookside General Insurance Services, Inc.
MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.†
August 2022
Acquisition Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC
MarshBerry served as the financial advisor to Oakbridge Insurance Agency, 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
† Advisory services provided by MarshBerry Capital
