Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Specialty Program Group LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services†
Toggle Transaction Details January 2023
Specialty Program Group LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services†
Specialty Program Group LLC has acquired Euclid Fiduciary Buyer: Specialty Program Group LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services† December 2022
Acquisition
World Insurance Associates, LLC has acquired Tomlinson & O’Neil Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition
RSC Insurance Brokerage, Inc. has acquired Bullen Insurance Group
MarshBerry served as the financial advisor to Bullen Insurance Group†
December 2022
Acquisition
Cadence Insurance has acquired Warriner & Associates Insurance, Inc.
MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.†
December 2022
Acquisition
Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC
MarshBerry served as the financial advisor to Technical Assurance, LLC†
December 2022
Acquisition
World Insurance Associates, LLC has acquired Durfee Buffinton Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition
PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
December 2022
Acquisition
HUB International Limited has acquired Dale Barton Agency
MarshBerry served as the financial advisor to Dale Barton Agency†
Toggle Transaction Details December 2022
HUB International Limited has acquired Dale Barton Agency
MarshBerry served as the financial advisor to Dale Barton Agency†
HUB International Limited has acquired Dale Barton Agency Buyer: HUB International Limited Seller: Dale Barton Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Dale Barton Agency December 2022
Evertree Insurance has acquired Gnade Insurance Group Inc.
MarshBerry served as the financial advisor to Evertree Insurance
December 2022
Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency
MarshBerry served as the financial advisor to Mahowald Insurance Agency†
Toggle Transaction Details December 2022
Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency
MarshBerry served as the financial advisor to Mahowald Insurance Agency†
Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: Mahowald Insurance Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mahowald Insurance Agency December 2022
Acquisition
Specialist Risk Group has acquired Fleet and Commercial
IMAS acted as the exclusive financial advisor to Fleet and Commercial*
December 2022
Acquisition
Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLC
Toggle Transaction Details December 2022
Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLC
Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc. Buyer: Hilb Group, LLC Seller: OceanPoint Insurance Agency, Inc. Closed Date: 12/26/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hilb Group, LLC December 2022
HUB International Limited has acquired Chatham Insurance Partners
MarshBerry served as the financial advisor to Chatham Insurance Partners†
December 2022
Acquisition
Alera Group, Inc has acquired Collective Choice Insurance Solutions
MarshBerry served as the financial advisor to the Alera Group, Inc.
December 2022
Acquisition
World Insurance Associates, LLC has acquired Future Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition
Hub International Limited has acquired Invensure Insurance Brokers
MarshBerry served as the financial advisor to Invensure Insurance Brokers†
November 2022
Acquisition
PCF Insurance Services has acquired Voluntary Benefits at Work
MarshBerry served as the financial advisor to PCF Insurance Services
November 2022
Acquisition
Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC
MarshBerry served as the financial advisor to Hilb Group, LLC
November 2022
Acquisition
Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Toggle Transaction Details November 2022
Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Relation Insurance Services, Inc. has acquired Garrity Insurance Buyer: Relation Insurance Services, Inc. Seller: Garrity Insurance Closed Date: 11/1/2022 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Garrity Insurance November 2022
Acquisition
Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey
MarshBerry served as the financial advisor to the Seller†
† Advisory services provided by MarshBerry Capital