Transactions

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Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
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 Hilb Group 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†

October 2021 Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency

MarshBerry was financial advisor to Jerry Baird Insurance Agency & Baird Crop Insurance Agency†

September 2021 Acquisition PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc.

MarshBerry was financial adviser to PCF Insurance Services

September 2021 Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management

MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC

September 2021 Acquisition

PIB Group has acquired JRT Insurance Brokers

IMAS acted as the exclusive financial advisor to JRT Insurance Brokers*

September 2021 Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc.

MarshBerry was financial adviser to Good’s Insurance Agency, Inc.

September 2021 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital