Transactions
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† Advisory services provided by MarshBerry Capital


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†
April 2022

Risk Placement Services, Inc. has acquired G. A. Mavon & Co. & it’s wholly-owned subsidiary, Mavco Insurance Agency
MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency†
April 2022

PCF Insurance Services has acquired Knoll Insurance Agency
MarshBerry served as the financial advisor to PCF Insurance Services
April 2022

Lockton Affinity has acquired SBG, Inc. Insurance Services
MarshBerry served as the financial advisor to SBG, Inc. Insurance Services†
April 2022

MarshBerry served as the financial advisor to ChunHa-Holding Corp†
April 2022

MarshBerry served as the financial advisor to Unison Risk Advisors†
April 2022

MarshBerry served as the financial advisor to Paige & Campbell, Inc.†
March 2022

MarshBerry served as the financial advisor to Hawley & Associates, LLC†
March 2022

MarshBerry was the financial advisor to PCF Insurance Services
March 2022

MarshBerry was the financial advisor to the Seller†
March 2022

Keystone Agency Partners has acquired Strategic Insurance Partners
MarshBerry served as the financial advisor to Strategic Insurance Partners†
March 2022

MarshBerry served as the financial advisor to Kuhl Insurance Agency, Inc.†
February 2022

MarshBerry served as the financial advisor to ERM Insurance Brokers†
February 2022

MarshBerry served as the financial advisor to The Craft Insurance Agency, Inc.†
January 2022

MarshBerry served as the financial advisor to PCF Insurance Services
January 2022

VLC & Partners B.V. has acquired Koekenberg Van Vuuren
MarshBerry served as the financial advisor to VLC & Partners B.V.
† Advisory services provided by MarshBerry Capital