Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Inszone Insurance Services, LLC has acquired Legacy Partners II, LLC
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
March 2026
Acquisition
Inszone Insurance Services, LLC has acquired Taylor Insurance Agency
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC.
March 2026
Acquisition
Trucordia Insurance Services, LLC. has acquired JJL&W Insurance Consulting Firm LLC
MarshBerry Served as the Financial Advisor to JJL&W Insurance Consulting Firm LLC.†
March 2026
Alkeme Insurance has acquired LG Insurance Agency
MarshBerry served as the financial advisor to Alkeme Insurance.
February 2026
Acquisition
The Vistria Group, LP has acquired Lumen Holdings, LLC
MarshBerry served as the financial advisor to The Vistria Group, LP
February 2026
Acquisition
The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2026
Acquisition
HR Path has acquired Inspire Human Resources
MarshBerry served as the financial advisor to Inspire Human Resources†
February 2026
Acquisition
Revau has acquired Triad Oilfield Underwriters
MarshBerry served as the financial advisor to Triad Oilfield Underwriters†
February 2026
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
† Advisory services provided by MarshBerry Capital