Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Hub International Limited has acquired Conover Insurance Services, LLC
MarshBerry was financial adviser to Conover Insurance Services, LLC†
April 2021
Acquisition
PCF Insurance Services has acquired Hale & Associates
MarshBerry was the financial adviser to PCF Insurance Services
April 2021
Acquisition
Alera Group, Inc. has acquired Bell Insurance Services, LLC
MarshBerry was financial adviser to Alera Group, Inc.
April 2021
Acquisition
The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to The Liberty Company Insurance Brokers
April 2021
NSI Insurance Group, Inc. has secured debt financing.
MarshBerry served as financial advisor to NSI Insurance Group, Inc.†
April 2021
Acquisition
Hub International Limited has acquired Wyoming Financial Insurance
MarshBerry was financial adviser to Hub International Limited
April 2021
Acquisition
Alera Group, Inc. has acquired Boston Benefit Partners, LLC
MarshBerry was financial adviser to Boston Benefit Partners, LLC
April 2021
Acquisition
INSURICA has acquired Oklahoma Business Insurors Agency, LLC
MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC†
March 2021
Acquisition
J.M. Glendinning Limited has acquired Nowell & Richards Insurance Services Limited
IMAS acted as the exclusive financial advisor to Nowell & Richards Insurance Services Limited*
March 2021
Acquisition
Clear Insurance Management has acquired Luker Rowe & Co
IMAS acted as the exclusive financial advisor to Luker Rowe & Co*
March 2021
Acquisition
The Hilb Group, LLC has acquired Star Insurance Agency
MarshBerry was financial adviser to The Hilb Group, LLC
February 2021
Acquisition
Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.
MarshBerry was financial adviser to Financial Institutions, Inc.
January 2021
Acquisition
AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.
MarshBerry was financial adviser to Murray Insurance Associates, Inc.†
January 2021
Acquisition
Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
MarshBerry was financial adviser to the Seller†
January 2021
Acquisition
Hub International Limited has acquired Christiansen Insurance Group, LLC
MarshBerry was financial adviser to Christiansen Insurance Group, LLC†
January 2021
Acquisition
GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC
MarshBerry was financial adviser to GCP Capital Partners, 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
American Insurance, Inc has acquired a privately-held insurance agency in North Dakota
MarshBerry was financial adviser to the Seller
December 2020
Acquisition
Alera Group, Inc. has acquired Granite Group Benefits, LLC
MarshBerry was financial adviser to Alera Group, Inc.
December 2020
Acquisition
BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc.
MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†
† Advisory services provided by MarshBerry Capital