Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc. MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.†
December 2020
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Illinois MarshBerry was financial adviser to the Seller
November 2020
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California MarshBerry was financial adviser to the Seller
November 2020
Acquisition Howden Group has acquired Safeonline
IMAS acted as the exclusive financial advisor to Safeonline*
November 2020
Acquisition Aston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin
IMAS acted as the exclusive financial advisor to MS Amlin*
November 2020
Acquisition Apiary Capital has acquired Radiant Financial Group
IMAS acted as the exclusive financial advisor to Radiant Financial Group*
November 2020
Acquisition PayPoint has acquired i-movo
IMAS acted as the exclusive financial advisor to i-movo*
November 2020
iCap Souter Investments and Manfield Partners have invested in LIKEZERO Limted
IMAS acted as the exclusive financial advisor to LIKEZERO Limited*
November 2020
Acquisition BRP Group, Inc. has acquired Insgroup, Inc. MarshBerry was financial adviser to Insgroup, Inc.†
November 2020
Acquisition Heffernan Insurance Brokers has acquired PNL Insurance Services MarshBerry was financial adviser to PNL Insurance Services†
November 2020
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Wisconsin MarshBerry was financial adviser to the Seller†
November 2020
Acquisition CRC Group Insurance Services, Inc. has acquired W. Brown Property & Casualty Insurance Services MarshBerry was financial adviser to W. Brown Property & Casualty Insurance Services†
November 2020
Acquisition Hub International Limited has acquired United Shortline Insurance Services, Inc. MarshBerry was financial adviser to United Shortline Insurance Services, Inc.†
November 2020
Acquisition Risk Placement Services, Inc. has acquired Arrowhead Wholesale Insurance Services, LLC MarshBerry was financial adviser to Arrowhead Wholesale Insurance Services, LLC†
October 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC MarshBerry was financial adviser to FBinsure, LLC†
October 2020
Acquisition Diversified Insurance Industries, Inc. has acquired a book of business from Jones Birdsong, LLP MarshBerry was financial adviser to Jones Birdsong, LLP†
October 2020
Acquisition Seven Investment Management has acquired Partners Wealth Management
IMAS acted as the exclusive financial advisor to Partners Wealth Management*
October 2020
Acquisition NFP Corp. has acquired Santa Maria & Company MarshBerry was financial adviser to Santa Maria & Company†
October 2020
Acquisition JenCap, Inc. has acquired Landmark E&S Insurance Brokers, LLC MarshBerry was financial adviser to Landmark E&S Insurance Brokers, LLC†
October 2020
Acquisition Alera Group, Inc. has acquired Legacy Risk & Insurance Services, LLC MarshBerry was financial adviser to Legacy Risk & Insurance Services, LLC†
† Advisory services provided by MarshBerry Capital
