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June 2023 Hub International Limited Business Benefits Resource, LLC Acquisition

Hub International Limited has acquired Business Benefits Resource, LLC

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Health Insurance Consultants Acquisition

Hub International Limited has acquired Health Insurance Consultants

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Creative Benefit Solutions, LLC Acquisition

Hub International Limited has acquired Creative Benefit Solutions, LLC

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Joseph Aiello & Associates, Inc. Acquisition

Hub International Limited has acquired Joseph Aiello & Associates, Inc.

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Horan Associates, Inc. Acquisition

Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC

MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC

May 2023 Arthur J. Gallagher & Co. Bernard Health, LLC Acquisition

Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning  and Bernard Benefits  from Bernard Health, LLC

MarshBerry served as the financial advisor to Bernard Health, LLC

May 2023 Risk Placement Services, Inc. RHP General Agency, Inc. Acquisition

Risk Placement Services, Inc. has acquired RHP General Agency, Inc.  

MarshBerry served as the financial advisor to RHP General Agency, Inc.

May 2023 Patriot Growth Insurance Services, LLC CoreMark Insurance Services, Inc. Acquisition

Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.

MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.

May 2023 Oakbridge Insurance Agency LLC JHA Risk Management Acquisition

Oakbridge Insurance Agency LLC has acquired JHA Risk Management

MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC

April 2023 Leonard Green & Partners, L.P. Hub International Limited iCap

Leonard Green & Partners, L.P. has invested in Hub International Limited

MarshBerry served as the business advisor to Hub International Limited

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Leonard Green & Partners, L.P. has invested in Hub International Limited

MarshBerry served as the business advisor to Hub International Limited

Leonard Green & Partners, L.P. Hub International Limited April 2023 Buyer: Leonard Green & Partners, L.P. Seller: Hub International Limited Closed Date: Apr-23 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the business advisor to Hub International Limited
April 2023 Hub International Limited The Wooditch Company Acquisition

Hub International Limited has acquired The Wooditch Company

MarshBerry served as the financial advisor to Hub International Limited

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Hub International Limited has acquired The Wooditch Company

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited-The Wooditch Company April 2023 Buyer: Hub International Limited Seller: The Wooditch Company # of Employees: 27 Closed Date: 4/24/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
April 2023 Alera Group, Inc. iPros Insurance Professionals Acquisition

Alera Group, Inc. has acquired iPros Insurance Professionals

MarshBerry served as the financial advisor to Alera Group, Inc.

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Alera Group, Inc. has acquired iPros Insurance Professionals

MarshBerry served as the financial advisor to Alera Group, Inc.

Alera Group, Inc.-iPros Insurance Professionals April 2023 Buyer: Alera Group, Inc. Seller: iPros Insurance Professionals Closed Date: 4/1/2023 Location: California Media: Goto Alera Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc.
April 2023 Arch Insurance Group Thimble Insurance Acquisition

Arch Insurance Group has acquired Thimble Insurance

MarshBerry served as the financial advisor to Arch Insurance Group

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Arch Insurance Group has acquired Thimble Insurance

MarshBerry served as the financial advisor to Arch Insurance Group

Arch Insurance Group has acquired Thimble Insurance April 2023 Buyer: Arch Insurance Group Seller: Thimble Insurance Closed Date: 4/3/2023 Location: New York Media: Goto Arch Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arch Insurance Group
April 2023 Rising Medical Solutions Preferred Disabilities Management, LLC Acquisition

Rising Medical Solutions has acquired Preferred Disability Management, LLC

MarshBerry served as the financial advisor to Preferred Disability Management, LLC

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Rising Medical Solutions has acquired Preferred Disability Management, LLC

MarshBerry served as the financial advisor to Preferred Disability Management, LLC

Rising Medical Solutions has acquired Preferred Disability Management, LLC Buyer: Rising Medical Solutions Seller: Preferred Disabilities Management, LLC # of Employees: 15 Closed Date: 4/1/2023 Location: Indiana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Preferred Disability Management, LLC
April 2023 Warburg Pincus, LLC K2 Insurance Services Acquisition

Warburg Pincus, LLC has invested in K2 Insurance Services

MarshBerry served as the financial advisor to Warburg Pincus, LLC

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Warburg Pincus, LLC has invested in K2 Insurance Services

MarshBerry served as the financial advisor to Warburg Pincus, LLC

Warburg Pincus, LLC has invested in K2 Insurance Services Buyer: Warburg Pincus, LLC Seller: K2 Insurance Services # of Employees: 300 Closed Date: 4/1/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Warburg Pincus, LLC
April 2023 Hub International Limited Hobson Insurance Acquisition

Hub International Limited has acquired Hobson Insurance

MarshBerry served as the financial advisor to Hobson Insurance

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Hub International Limited has acquired Hobson Insurance

MarshBerry served as the financial advisor to Hobson Insurance

Hub International Limited has acquired Hobson Insurance Buyer: Hub International Limited Seller: Hobson Insurance # of Employees: 10 Closed Date: 4/2/2023 Location: Montana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hobson Insurance
March 2023 Inszone Insurance Services, Inc. Citizens General Insurance Brokers, Inc. Acquisition

Inszone Insurance Services, Inc. has acquired Citizens General Insurance Brokers, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

March 2023 Inszone Insurance Services, Inc. Starline Insurance Group Acquisition

Inszone Insurance Services, Inc. has acquired Starline Insurance Group

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

March 2023 Inszone Insurance Services Corbett & Associates Insurance Agency, Inc Acquisition

Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.

MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.

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Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.

MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.

Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc. Buyer: Inszone Insurance Services Seller: Corbett & Associates Insurance Agency, Inc # of Employees: 10 Closed Date: 3/15/2023 Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.
March 2023 Gilde Equity Management Krabbe Assurantien Acquisition

Gilde Equity Management has acquired Krabbe Assurantien

MarshBerry International served as the financial advisor to Krabbe Assurantien

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Gilde Equity Management has acquired Krabbe Assurantien

MarshBerry International served as the financial advisor to Krabbe Assurantien

Gilde Equity Management has acquired Krabbe Assurantien Buyer: Gilde Equity Management Seller: Krabbe Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Krabbe Assurantien