Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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
September 2021
Acquisition
Marsh McLennan Agency has acquired Vaaler Insurance, Inc.
MarshBerry was the financial adviser to Vaaler Insurance, Inc.†
August 2021
Acquisition
Alera Group, Inc. has acquired Risk Consulting Partners
MarshBerry was the financial adviser to Risk Consulting Partners†
August 2021
Acquisition
Risk Strategies has acquired Danna-Gracey
MarshBerry was the financial adviser to Risk Strategies
August 2021
Acquisition
PCF Insurance Services has acquired Levi & Associates Insurance
MarshBerry was financial adviser to PCF Insurance Services
August 2021
Acquisition
World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.
MarshBerry was the financial adviser to World Insurance Associates, LLC
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
Alera Group, Inc. has acquired Fringe Benefit Analysts
MarshBerry was financial adviser to Alera Group, Inc.
July 2021
Acquisition
PCF Insurance Services has acquired Rice Insurance, LLC
MarshBerry was financial adviser to Rice Insurance, LLC†
July 2021
Acquisition
The Hilb Group, LLC has acquired Mayo Insurance Agency, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
Keystone Agency Investors has acquired Árachas Group, LLC
MarshBerry was the financial adviser to Keystone Agency Investors
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
Oakbridge Insurance Agency, LLC has acquired Pittman Insurance Group, LLC
MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC
May 2021
Acquisition
Keystone Agency Investors has acquired The Yurconic Agency
MarshBerry was the financial adviser to Keystone Agency Investors
May 2021
Acquisition
Alera Group, Inc. has acquired Lamb Insurance Services
MarshBerry was financial adviser to Alera Group, Inc.
May 2021
Acquisition
Hub International Limited has acquired Ion Insurance Corporation
MarshBerry was financial adviser to Hub International Limited
† Advisory services provided by MarshBerry Capital