Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Alera Group, Inc. has acquired Risk Consulting Partners
MarshBerry was the financial adviser to Risk Consulting Partners†
August 2021
Acquisition
BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group
MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group†
July 2021
Acquisition
PCF Insurance Services has acquired Gordon Insurance
MarshBerry was financial adviser to Gordon Insurance
July 2021
Acquisition
Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York
MarshBerry was financial adviser to the Seller
July 2021
Acquisition
PCF Insurance Services has acquired Rice Insurance, LLC
MarshBerry was financial adviser to Rice Insurance, LLC†
July 2021
Acquisition
Scottish American has acquired FastComp.com, LLC
MarshBerry was the financial adviser to FastComp.com, LLC†
July 2021
Acquisition
Scottish American has acquired Kaliff Insurance
MarshBerry was the financial adviser to Kaliff Insurance†
July 2021
Acquisition
BRP Group, Inc. has acquired RogersGray, Inc.
MarshBerry was the financial adviser to RogersGray, Inc.†
June 2021
Acquisition
AssuredPartners, Inc. has acquired Sterling Insurance Group
MarshBerry was the financial adviser to Sterling Insurance Group
June 2021
Acquisition
Abry Partners has invested in Socius Insurance Services, Inc.
MarshBerry was the financial adviser to Socius Insurance Services, Inc.†
May 2021
Acquisition
Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
IMAS acted as the exclusive financial advisor to Mattioli Woods plc*
May 2021
Acquisition
Hub International Limited has acquired Conover Insurance Services, LLC
MarshBerry was financial adviser to Conover Insurance Services, LLC†
May 2021
Acquisition
Alera Group, Inc. has acquired Direct Benefits, Inc.
MarshBerry was financial adviser to Direct Benefits, Inc.†
April 2021
Acquisition
General Indemnity Group has acquired a privately-held insurance agency in Ohio
MarshBerry was the financial adviser to the Seller
April 2021
Acquisition
Alera Group, Inc. has acquired Boston Benefit Partners, LLC
MarshBerry was financial adviser to Boston Benefit Partners, LLC
April 2021
Acquisition
INSURICA has acquired Oklahoma Business Insurors Agency, LLC
MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC†
March 2021
Acquisition
J.M. Glendinning Limited has acquired Nowell & Richards Insurance Services Limited
IMAS acted as the exclusive financial advisor to Nowell & Richards Insurance Services Limited*
March 2021
Acquisition
Clear Insurance Management has acquired Luker Rowe & Co
IMAS acted as the exclusive financial advisor to Luker Rowe & Co*
January 2021
XPT Group has acquired IPC Nevada
MarshBerry served as the financial advisor to IPC Nevada†
January 2021
Acquisition
AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.
MarshBerry was financial adviser to Murray Insurance Associates, Inc.†
† Advisory services provided by MarshBerry Capital