Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
BRP Group, Inc. has acquired Burnham Risk and Insurance Solutions, LLC
MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†
December 2020
Acquisition
BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.
MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.†
December 2020
Acquisition
Heffernan Insurance Brokers has acquired Porter & Curtis, LLC
MarshBerry was financial adviser to Porter & Curtis, LLC†
December 2020
Acquisition
The Hilb Group, LLC has acquired privately-held insurance agency in Michigan
MarshBerry was financial adviser to the Seller†
December 2020
Acquisition
Hub International Limited has acquired Commercial Insurance Brokers, Inc.
MarshBerry was financial adviser to Commercial Insurance Brokers, Inc.†
December 2020
Acquisition
Patriot Growth Insurance Services, LLC has acquired a privately-held insurance agency in Arizona
MarshBerry was financial adviser to the Seller
December 2020
Acquisition
Alera Group, Inc. has acquired Todd Associates, Inc.
MarshBerry was financial adviser to Todd Associates, Inc.†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired MGNMRB, LLC dba McGinty-Gordon & Associates
MarshBerry was financial adviser to MGNMRB, LLC dba McGinty-Gordon & Associates†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Waites & Foshee Insurance, Inc.
MarshBerry was financial adviser to Waites & Foshee Insurance, Inc.†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency
MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Founders Insurance Group, LLC
MarshBerry was financial adviser to Founders Insurance Group, LLC†
December 2020
Acquisition
Wilton Group Limited has acquired IOMA Group of Companies
IMAS acted as the exclusive financial advisor to the IOMA Group of Companies*
December 2020
Oakbridge Insurance Agency LLC has secured debt financing.
MarshBerry served as financial advisor to Oakbridge Insurance Agency LLC†
December 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Texas
MarshBerry was financial adviser to the Seller
December 2020
Acquisition
Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.
MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.†
December 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Illinois
MarshBerry was financial adviser to the Seller
November 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
November 2020
Acquisition
World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance)
MarshBerry was financial adviser to World Insurance Associates, LLC
November 2020
Acquisition
BRP Group, Inc. has acquired Insgroup, Inc.
MarshBerry was financial adviser to Insgroup, Inc.†
November 2020
Acquisition
Heffernan Insurance Brokers has acquired PNL Insurance Services
MarshBerry was financial adviser to PNL Insurance Services†
† Advisory services provided by MarshBerry Capital