Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Insurance Risk Partners, LLC MarshBerry was financial adviser to Insurance Risk Partners, Inc.†
March 2020
Acquisition Willis Europe B.V. has acquired Unity Group Holdings Corp. and its affiliates MarshBerry was financial adviser to Unity Group Holdings Corp.†
March 2020
Acquisition Arthur J. Gallagher & Co. has acquired DLS Insurance Services MarshBerry was financial adviser to DLS Insurance Services
March 2020
Acquisition Hub International Limited has acquired Harris, Madden, Powell, Stallings & Brown, Inc. MarshBerry was financial adviser to Harris, Madden, Powell, Stallings & Brown, Inc.†
March 2020
Acquisition AssuredPartners, Inc. has acquired Wateridge Insurance Services MarshBerry was financial adviser to Wateridge Insurance Services†
March 2020 
Acquisition Hub International Limited has acquired Linton & Associates, LLC MarshBerry was financial adviser to Linton & Associates, LLC†
March 2020
Acquisition DOXA Insurance Holdings, LLC has acquired Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC MarshBerry was financial adviser to Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC†
March 2020
Acquisition Consolidated Claims Group has acquired JMI Reports MarshBerry was financial adviser to JMI Reports†
February 2020
Acquisition USI Insurance Services, LLC has acquired Forté Benefits MarshBerry was financial adviser to Forté Benefits
February 2020 
Acquisition AssuredPartners, Inc. has acquired Nevada West Business Insurance Agency, Inc. MarshBerry was financial adviser to Nevada West Business Insurance Agency, Inc.†
January 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired PDCM Insurance MarshBerry served as the financial advisor to the Seller†
January 2020
Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Michigan MarshBerry was financial adviser to the Seller
January 2020 
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc. MarshBerry was financial adviser to Lanier Upshaw, Inc.†
December 2019
Acquisition AmWINS Group, Inc. has acquired a book of business from Telamon Insurance & Financial Network MarshBerry was financial adviser to Telamon Insurance & Financial Network†
December 2019
Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Texas MarshBerry was financial adviser to the Seller†
December 2019 
Acquisition USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLC MarshBerry was financial adviser to Marcotte Wealth Management, LLC
December 2019 Acquisition USI Insurance Services, LLC has acquired Marcotte Insurance Agency, Inc. MarshBerry was financial adviser to Marcotte Insurance Agency, Inc.†
December 2019 
Acquisition Hub International Limited has acquired Blair Jarcik Insurance Agency, Inc. MarshBerry was financial adviser to Blair Jarcik Insurance Agency, Inc.†
December 2019
Acquisition Worldwide Facilities, LLC has acquired Risk Management Advisory Group MarshBerry was financial adviser to Worldwide Facilities, LLC
November 2019 
Acquisition AssuredPartners, Inc. has acquired Star & Shield Insurance Services, LLC MarshBerry was financial adviser to Star & Shield Insurance Services, LLC
† Advisory services provided by MarshBerry Capital
