Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
MarshBerry was financial adviser to the Seller†
January 2021
Acquisition
AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc.
MarshBerry was financial adviser to Securus Financial Services, LLC dba Murray Insurance Associates, Inc.†
January 2021
Acquisition
Hub International Limited has acquired Christiansen Insurance Group, LLC
MarshBerry was financial adviser to Christiansen Insurance Group, LLC†
December 2020
Acquisition
World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc.
MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.†
December 2020
Acquisition
Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc.
MarshBerry was financial adviser to California Contractors Insurance Services, Inc.†
December 2020
Acquisition
XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.
MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.
December 2020
Acquisition
American Insurance, Inc has acquired a privately-held insurance agency in North Dakota
MarshBerry was financial adviser to the Seller
December 2020
Acquisition
BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc.
MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†
December 2020
Acquisition
BRP Group, Inc. has acquired Burnham Risk and Insurance Solutions, LLC
MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†
December 2020
Acquisition
BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.
MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.†
December 2020
Acquisition
Heffernan Insurance Brokers has acquired Porter & Curtis, LLC
MarshBerry was financial adviser to Porter & Curtis, LLC†
December 2020
Acquisition
The Hilb Group, LLC has acquired privately-held insurance agency in Michigan
MarshBerry was financial adviser to the Seller†
December 2020
Acquisition
Hub International Limited has acquired Commercial Insurance Brokers, Inc.
MarshBerry was financial adviser to Commercial Insurance Brokers, Inc.†
December 2020
Acquisition
McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc.
MarshBerry was an advisor to Wilson Gregory Agency, Inc.†
December 2020
Acquisition
Constellation Affiliated Partners has acquired INSUREtrust
MarshBerry was financial adviser to INSUREtrust†
December 2020
Acquisition
Patriot Growth Insurance Services, LLC has acquired a privately-held insurance agency in Arizona
MarshBerry was financial adviser to the Seller
December 2020
Acquisition
Alera Group, Inc. has acquired Todd Associates, Inc.
MarshBerry was financial adviser to Todd Associates, Inc.†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired MGNMRB, LLC dba McGinty-Gordon & Associates
MarshBerry was financial adviser to MGNMRB, LLC dba McGinty-Gordon & Associates†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Waites & Foshee Insurance, Inc.
MarshBerry was financial adviser to Waites & Foshee Insurance, Inc.†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency
MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency†
† Advisory services provided by MarshBerry Capital