Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc.
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Toggle Transaction Details October 2024 Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc.
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc. Buyer: Oakbridge Insurance Agency LLC Seller: Hull & Associates, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC October 2024
Acquisition Alera Group, Inc. has acquired Team Alvarez Insurance Services MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details 10/1/2024 Alera Group, Inc. has acquired Team Alvarez Insurance Services MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired Team Alvarez Insurance Services Buyer: Alera Group, Inc. Seller: Team Alvarez Insurance Services MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. October 2024
Acquisition Inszone Insurance Services, LLC has acquired San Antonio Insurance Services MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details 10/10/2024 Inszone Insurance Services, LLC has acquired San Antonio Insurance Services MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC Has Acquired San Antonio Insurance Services Buyer: Inszone Insurance Services, LLC Seller: San Antonio Insurance Services MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC September 2024
Acquisition Afore Insurance Services, LLC has acquired BCA Insurance Group
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Toggle Transaction Details September 2024 Afore Insurance Services, LLC has acquired BCA Insurance Group
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Afore Insurance Services, LLC has acquired BCA Insurance Group Buyer: Afore Insurance Services, LLC Seller: BCA Insurance Group Closed Date: 09/06/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC September 2024 
Acquisition Afore Insurance Services, LLC has acquired Block Insurance
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Toggle Transaction Details September 2024 Afore Insurance Services, LLC has acquired Block Insurance
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Afore Insurance Services, LLC has acquired Block Insurance Buyer: Afore Insurance Services, LLC Seller: Block Insurance Closed Date: 09/06/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Block Insurance September 2024
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Toggle Transaction Details September 2024 Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC Buyer: Culpeper Insurance Partners, LLC Seller: Afore Insurance Services, LLC Closed Date: 9/6/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC September 2024 
Acquisition Inszone Insurance Services, LLC has acquired L.A. Bowen Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details September 2024 Inszone Insurance Services, LLC has acquired L.A. Bowen Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired L.A. Bowen Insurance Buyer: Inszone Insurance Services, LLC Seller: L.A. Bowen Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC September 2024 
Acquisition Alera Group, Inc. has acquired Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance)
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details September 2024 Alera Group, Inc. has acquired Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance)
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance) Buyer: Alera Group, Inc. Seller: Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance) MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. August 2024
PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
Toggle Transaction Details August 2024 PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
PCF Insurance Services has acquired Asset Insurance Agency, LLC Buyer: PCF Insurance Services Seller: Asset Insurance Agency, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services August 2024
Acquisition HUB International Limited has acquired certain assets of a California-Based Business
MarshBerry served as the financial advisor to HUB International Limited
August 2024
Acquisition The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details August 2024 The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired a South Carolina-Based Business Buyer: The Hilb Group, LLC Seller: South Carolina-Based Business MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC July 2024
Sunstar Insurance Group, LLC has acquired Whitehaven Insurance Group MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Toggle Transaction Details 07/01/2024 Sunstar Insurance Group, LLC has acquired Whitehaven Insurance Group MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired Whitehaven Insurance Group Buyer: Sunstar Insurance Group, LLC Seller: Whitehaven Insurance Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC July 2024
Acquisition Novatae Risk Group, LLC has acquired Denali Specialty Group
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
Toggle Transaction Details July 2024 Novatae Risk Group, LLC has acquired Denali Specialty Group
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
Novatae Risk Group, LLC has acquired Denali Specialty Group Buyer: Novatae Risk Group, LLC Seller: Denali Specialty Group Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Novatae Risk Group, LLC July 2024
Acquisition TCS Insurance Brokers has acquired The Downey Group
MarshBerry served as the financial advisor to TCS Insurance Brokers
Toggle Transaction Details July 2024 TCS Insurance Brokers has acquired The Downey Group
MarshBerry served as the financial advisor to TCS Insurance Brokers
TCS Insurance Brokers has acquired The Downey Group Buyer: TCS Insurance Brokers Seller: The Downey Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to TCS Insurance Brokers July 2024 
Acquisition Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Toggle Transaction Details July 2024 Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Renasant Insurance, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC July 2024 
Acquisition Hub International Limited has acquired Swanson Insurance Agency
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details July 2024 Hub International Limited has acquired Swanson Insurance Agency
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Swanson Insurance Agency Buyer: Hub International Limited Seller: Swanson Insurance Agency Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited July 2024 
Acquisition Inszone Insurance Services, LLC has acquired ISU Francis-Pinney Insurance Services, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details July 2024 Inszone Insurance Services, LLC has acquired ISU Francis-Pinney Insurance Services, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired ISU Francis-Pinney Insurance Services, Inc. Buyer: Inszone Insurance Services, LLC Seller: ISU Francis-Pinney Insurance Services, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC July 2024
Acquisition World Insurance Associates, LLC has acquired NorthStar Insurance Services, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details August 2024 World Insurance Associates, LLC has acquired NorthStar Insurance Services, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired NorthStar Insurance Services, Inc. Buyer: World Insurance Associates, LLC Seller: NorthStar Insurance Services, Inc. Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC July 2024 
Acquisition Inszone Insurance Services, LLC has acquired Pinney Insurance Center, Inc. MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
June 2024 
Acquisition PCF Insurance Services has acquired Roseberry Insurance Agency
MarshBerry served as the financial advisor to PCF Insurance Services
Toggle Transaction Details June 2024 PCF Insurance Services has acquired Roseberry Insurance Agency
MarshBerry served as the financial advisor to PCF Insurance Services
PCF Insurance Services has acquired Roseberry Insurance Agency Buyer: PCF Insurance Services Seller: Roseberry Insurance Agency Closed Date: 06/24/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services† Advisory services provided by MarshBerry Capital
