Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
AssuredPartners Holdings Limited has acquired PSP Insurance and Financial Solutions
IMAS acted as the exclusive financial advisor to PSP Insurance and Financial Solutions*
December 2021
Acquisition
The Hilb Group, LLC has acquired PSA Insurance & Financial Services, LLC
MarshBerry was the financial advisor to PSA Insurance & Financial Services, LLC†
December 2021
Acquisition
Inszone Insurance Services, LLC has acquired a Privately-Held Insurance Agency in Illinois
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
High Street Insurance Partners, Inc. has acquired a privately-held insurance agency in Michigan
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
Hub International Limited has acquired Basi Insurance Services, Inc.
MarshBerry was the financial advisor to Basi Insurance Services, Inc.†
December 2021
Acquisition
Davies Group has acquired Building Validation Solutions Group of Companies
IMAS acted as the exclusive financial advisor to the Building Validation Solutions Group of Companies*
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Univest Insurance, Inc has acquired Paul I. Sheaffer Insurance Agency
MarshBerry was the financial advisor to Paul I. Sheaffer Insurance Agency
December 2021
Acquisition
Marsh McLennan Agency has acquired InSource Group, LLC
MarshBerry was the financial advisor to InSource Group, LLC†
December 2021
Acquisition
Alera Group, Inc. has acquired Heist Insurance Agency, Inc.
MarshBerry was the financial advisor to Heist Insurance Agency, Inc.†
December 2021
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was the financial advisor to the Seller
November 2021
Acquisition
Foundation Risk Partners has acquired a privately-held insurance agency in Florida
MarshBerry served as the financial advisor to the Seller
November 2021
Acquisition
Risk Strategies has acquired Meeker Sharkey Associates, LLC
MarshBerry was the financial advisor to Meeker Sharkey Associates, LLC
November 2021
Acquisition
Alera Group, Inc. has acquired McSherry & Hudson, LLC
MarshBerry was the financial advisor to McSherry & Hudson, LLC
November 2021
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was the financial advisor to the Seller
October 2021
Acquisition
Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.
MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021
Acquisition
Gallagher Holdings (UK) Limited has acquired Manchester Underwriting Agencies Limited
IMAS acted as the exclusive financial advisor to Manchester Underwriting Agencies Limited*
October 2021
Acquisition
Acrisure, LLC has acquired Lezam & Associates, LLC
MarshBerry was the financial advisor to Lezam & Associates, LLC†
October 2021
Acquisition
The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc.
MarshBerry was the financial advisor to Gerardi Insurance Services, Inc.†
October 2021
Acquisition
BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance Agency
MarshBerry was the financial advisor to Whitehill Plaza, Inc. dba K&S Insurance Agency†
† Advisory services provided by MarshBerry Capital