Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors
MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
December 2025
Acquisition
Scali Insurance Group has acquired Cowell James Forge Insurance Group
MarshBerry served as the financial advisor to Cowell James Forge Insurance Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
HUB International Limited has acquired a Manitoba, Canada-Based Business
MarshBerry served as the financial advisor to HUB International Limited
December 2025
Acquisition
Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
Acquisition
The Hilb Group, LLC has acquired a Michigan-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
December 2025
EPIC Insurance Brokers & Consultants has acquired certain assets from Sentry Transportation
MarshBerry served as the advisor to EPIC Insurance Brokers & Consultants
November 2025
Acquisition
Inszone Insurance Services, LLC has acquired Scarbrough, Medlin & Associates, Inc.
MarshBerry served as the financial advisor to Scarbrough, Medlin & Associates†
November 2025
Acquisition
Sunstar Insurance Group, LLC has acquired Clay & Land Insurance, Inc.
MarshBerry served as the financial advisor to Clay & Land Insurance, Inc.†
November 2025
Acquisition
Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC
MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†
November 2025
Acquisition
King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty
MarshBerry served as the financial advisor to King Risk Partners, LLC
November 2025
Acquisition
Trucordia Insurance Services, LLC. has acquired Breezy Seguros
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
November 2025
Acquisition
Higginbotham & Associates, Inc. has acquired Monarch Solutions
MarshBerry served as the financial advisor to Monarch Solutions†
November 2025
Acquisition
Afore Insurance Services, LLC has acquired Salzberg Insurance Agency
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
November 2025
Acquisition
World Insurance Associates, LLC has acquired Heuring Crop Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
November 2025
Acquisition
Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC
MarshBerry served as the financial advisor to Poulton Associates, LLC†
November 2025
Acquisition
Alliant Insurance Services has acquired Highpoint Insurance Group
MarshBerry served as the financial advisor to Highpoint Insurance Group†
November 2025
Acquisition
Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd.
MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.
† Advisory services provided by MarshBerry Capital