Transactions
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† Advisory services provided by MarshBerry Capital
iCap Downing Ventures and Gresham House Ventures have invested in Funding Xchange
IMAS acted as the exclusive financial advisor to Funding Xchange*
November 2019
iCap AV8 Ventures, IQ Capital and JamJar Investments have invested in M-QUBE
IMAS acted as the sole financial advisor to M-QUBE*
November 2019
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Vermont MarshBerry was financial adviser to the Seller
November 2019
Acquisition AssuredPartners, Inc. has acquired Mack, Mack & Waltz Insurance Group, Inc. MarshBerry was financial adviser to Mack, Mack & Waltz Insurance Group, Inc.
November 2019
Acquisition BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Arkansas MarshBerry was financial adviser to the Seller
November 2019 Acquisition BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Texas MarshBerry was financial adviser to the Seller
October 2019
Acquisition Arthur J. Gallagher & Co. has acquired The Doyle Group, Inc. dba Direct to PolicyHolder MarshBerry was financial adviser to The Doyle Group, Inc. dba Direct To PolicyHolder.
September 2019 
Acquisition AssuredPartners, Inc. has acquired Tutton Insurance Services, Inc. MarshBerry was financial adviser to Tutton Insurance Services, Inc.†
September 2019 Acquisition Acrisure, LLC has acquired Privately-held insurance agency in South Dakota MarshBerry was financial adviser to the Seller
September 2019
Acquisition High Street Partners, Inc. has acquired Ottawa Kent Insurance, Inc. MarshBerry was financial adviser to Ottawa Kent Insurance†
September 2019
Acquisition Foundation Risk Partners has acquired a privately-held insurance agency in California MarshBerry was financial adviser to the Seller
September 2019 Acquisition Foundation Risk Partners has acquired a privately-held insurance agency in California MarshBerry was financial adviser to the Seller
September 2019
Acquisition The Hilb Group, LLC has acquired WNC Health Insurance MarshBerry was financial adviser to WNC Health Insurance†
August 2019
Acquisition Alera Group, Inc. has acquired Benefit Commerce Group MarshBerry was financial adviser to Benefit Commerce Group†
August 2019
Acquisition Brown & Brown Insurance, Inc. has acquired West Ridge Insurance Agency, Inc. dba. Yozell Associates MarshBerry was financial adviser to West Ridge Insurance Agency, Inc. dba. Yozell Associates†
August 2019
Acquisition Confie Seguros has acquired A book of business from Wescom Insurance Services, LLC MarshBerry was financial adviser to Wescom Insurance Services, LLC†
August 2019 Acquisition Acrisure, LLC has acquired A privately-held insruance agency in Texas MarshBerry was financial adviser to the Seller
August 2019 
Acquisition AssuredPartners, Inc. has acquired Hester, Heitel & Associates, Inc. MarshBerry was financial adviser to Hester, Heitel & Associates, Inc.†
July 2019 Acquisition Arthur J. Gallagher & Co. has acquired The FDoyle Group, Inc. dba Direct To PolicyHolder MarshBerry was financial adviser to The Novick Group, Inc.†
July 2019
Acquisition Patriot Growth Insurance Services, LLC has acquired Worksite Benefits Services, Inc. MarshBerry was financial adviser to Worksite Benefit Services, Inc.†
† Advisory services provided by MarshBerry Capital
