Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Inszone Insurance Services, LLC has acquired Mena Insurance Agency, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
February 2026
Choice Financial Group, LLC has acquired Sancus Insurance Agency, Ltd
MarshBerry served as financial advisor to Choice Financial Group, LLC.
January 2026
Acquisition
Novacore has acquired CP Insurance Associates
MarshBerry served as the financial advisor to CP Insurance Associates†
January 2026
Acquisition
Sunstar Insurance Group, LLC has acquired RJR Faribo Insurance Agency
MarshBerry served as the financial advisor to Sunstar Insurance.
January 2026
Acquisition
Inszone Insurance Services, LLC has acquired Park Model - Manufactured Home Insurance Services LLC
MarshBerry Served as the Financial Advisor to Park Model – Manufactured Home Insurance Services LLC.†
January 2026
Acquisition
EPIC Insurance Brokers & Consultants has acquired
The Bond Exchange & Insurance Agency
MarshBerry served as the financial advisor to The Bond Exchange†
January 2026
Acquisition
Trucordia Insurance Services, LLC has acquired Paradiso Financial & Insurance Services, LLC
MarshBerry served as financial advisor to Trucordia Insurance Services, LLC.
January 2026
Acquisition
Alkeme Insurance has acquired Western Alliance Insurance Solutions
MarshBerry served as the financial advisor to Alkeme Insurance
January 2026
Acquisition
Primus Capital Partners, Inc. made a growth investment in Matic Insurance Services, Inc.
MarshBerry served as the financial advisor to Primus Capital Partners, Inc.
January 2026
Acquisition
The Baldwin Group has acquired Capstone Group
MarshBerry served as the financial advisor to Capstone Group†
January 2026
Acquisition
The Baldwin Group has acquired CAC Group
MarshBerry served as the financial advisor to The Baldwin Group†
December 2025
Acquisition
King Risk Partners, LLC has acquired Ten Eyck Group
MarshBerry served as the financial advisor to King Risk Partners, LLC
December 2025
Acquisition
IMA Financial Group, Inc. has acquired The Richards Group
MarshBerry served as the financial advisor to The Richards Group†
December 2025
Acquisition
Sunstar Insurance Group, LLC has acquired Southwest Georgia Insurance Services
Marshberry served as the financial advisor to Sunstar Insurance.
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC
MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†
December 2025
Trucordia Insurance Services, LLC. has acquired Florida Insurance, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
Acquisition
Alkeme Insurance has acquired Health Connect Insurance Agency
MarshBerry served as the financial advisor to Health Connect Insurance Agency†
December 2025
Acquisition
NFP Property & Casualty Services, Inc. has acquired Sherman Insurance Agency
MarshBerry Served as the Financial Advisor for Sherman Insurance Agency.†
December 2025
Acquisition
NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency
MarshBerry served as the financial advisor to Hamilton Insurance Agency†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors
MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
† Advisory services provided by MarshBerry Capital