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*IMAS Corporate Finance LLP has been acquired by MarshBerry
July 2023 Alkeme Insurance Milestone Company Acquisition

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

Toggle Transaction Details July 2023

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

Alkeme Insurance has acquired Milestone Company  Buyer: Alkeme Insurance Seller: Milestone Company  Closed Date: 07/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance
July 2023 Evertree Insurance Group State of Art Insurance Agency Acquisition

Evertree Insurance Group has acquired State of Art Insurance Agency

MarshBerry served as the financial advisor to Evertree Insurance Group

Toggle Transaction Details July 2023

Evertree Insurance Group has acquired State of Art Insurance Agency

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired State of Art Insurance Agency Buyer: Evertree Insurance Group Seller: State of Art Insurance Agency Closed Date: 07/01/2023 Location: Washington DC MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group
June 2023 King Insurance Partners Pavese-McCormick Agency, Inc. Acquisition

King Insurance Partners has acquired Pavese-McCormick Agency, Inc.

MarshBerry served as the financial advisor to King Insurance Partners

Toggle Transaction Details June 2023

King Insurance Partners has acquired Pavese-McCormick Agency, Inc.

MarshBerry served as the financial advisor to King Insurance Partners

King Insurance Partners has acquired Pavese-McCormick Agency, Inc. Buyer: King Insurance Partners Seller: Pavese-McCormick Agency, Inc. Closed Date: 06/15/23 Location: New Jersey MarshBerry Advisory Role: MarshBerry served as the financial advisor to King Insurance Partners
June 2023 Hub International Limited Custom Results Corporate Consulting, LLC Acquisition

Hub International Limited has acquired Custom Results Corporate Consulting, LLC

MarshBerry served as the financial advisor to Hub International Limited

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Hub International Limited has acquired Custom Results Corporate Consulting, LLC

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Custom Results Corporate Consulting, LLC Buyer: Hub International Limited Seller: Custom Results Corporate Consulting, LLC Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
June 2023 Hub International Limited Life and Health assets of Ibex Enterprises, Inc. Acquisition

Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc. 

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details June 2023

Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc. 

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc.  Buyer: Hub International Limited Seller: Ibex Enterprises, Inc.  Closed Date: 06/01/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
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

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Hub International Limited has acquired Business Benefits Resource, LLC

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Business Benefits Resource, LLC Buyer: Hub International Limited Seller: Business Benefits Resource, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: 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

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Hub International Limited has acquired Health Insurance Consultants

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Health Insurance Consultants Buyer: Hub International Limited Seller: Health Insurance Consultants Closed Date: 06/01/2023 Location: Illinois Media: Learn More MarshBerry Advisory Role: 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

Toggle Transaction Details June 2023

Hub International Limited has acquired Creative Benefit Solutions, LLC

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Creative Benefit Solutions, LLC Buyer: Hub International Limited Seller: Creative Benefit Solutions, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: 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

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

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Joseph Aiello & Associates, Inc. Buyer: Hub International Limited Seller: Joseph Aiello & Associates, Inc. Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
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

Toggle Transaction Details May 2023

Oakbridge Insurance Agency LLC has acquired JHA Risk Management

MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC

Oakbridge Insurance Agency LLC has acquired JHA Risk Management Buyer: Oakbridge Insurance Agency LLC Seller: JHA Risk Management Closed Date: 05/01/2023 Location: North Carolina Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
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

Toggle Transaction Details April 2023

Hub International Limited has acquired The Wooditch Company

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired The Wooditch Company Buyer: Hub International Limited Seller: The Wooditch Company 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.

Toggle Transaction Details April 2023

Alera Group, Inc. has acquired iPros Insurance Professionals

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

Alera Group, Inc. has acquired iPros Insurance Professionals 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 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 Warburg Pincus, LLC K2 Insurance Services Acquisition

Warburg Pincus, LLC has invested in K2 Insurance Services

MarshBerry served as a financial advisor to Warburg Pincus, LLC

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Warburg Pincus, LLC has invested in K2 Insurance Services

MarshBerry served as a financial advisor to Warburg Pincus, LLC

Warburg Pincus, LLC has invested in K2 Insurance Services Buyer: Warburg Pincus, LLC Seller: K2 Insurance Services Closed Date: 4/1/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as a financial advisor to Warburg Pincus, LLC
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.

Toggle Transaction Details March 2023

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

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

Inszone Insurance Services, Inc. has acquired Citizens General Insurance Brokers, Inc. Buyer: Inszone Insurance Services, Inc. Seller: Citizens General Insurance Brokers, Inc. Closed Date: 03/31/2023 Media: Learn More MarshBerry Advisory Role: 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.

Toggle Transaction Details March 2023

Inszone Insurance Services, Inc. has acquired Starline Insurance Group

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

Inszone Insurance Services, Inc. has acquired Starline Insurance Group Buyer: Inszone Insurance Services, Inc. Seller: Starline Insurance Group Closed Date: 03/31/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
March 2023 World Insurance Associates, LLC Iron Gates Insurance Group, LLC Acquisition

World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC

MarshBerry served as the financial advisor to World Insurance Associates, LLC

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World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC

MarshBerry served as the financial advisor to World Insurance Associates, LLC

World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC Buyer: World Insurance Associates, LLC Seller: Iron Gates Insurance Group, LLC Closed Date: 3/1/2023 Location: Kansas Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
February 2023 Alkeme Insurance PEO Exchange, Inc. Acquisition

Alkeme Insurance has acquired PEO Exchange, Inc.

MarshBerry served as the financial advisor to Alkeme Insurance

Toggle Transaction Details February 2023

Alkeme Insurance has acquired PEO Exchange, Inc.

MarshBerry served as the financial advisor to Alkeme Insurance

Alkeme Insurance has acquired PEO Exchange, Inc. Buyer: Alkeme Insurance Seller: PEO Exchange, Inc. Closed Date: 2/1/2023 Location: California Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance
February 2023 Inszone Insurance Services, Inc. Champions Insurance Group Acquisition

Inszone Insurance Services, Inc. has acquired Champions Insurance Group

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

Toggle Transaction Details February 2023

Inszone Insurance Services, Inc. has acquired Champions Insurance Group

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

Inszone Insurance Services, Inc. has acquired Champions Insurance Group Buyer: Inszone Insurance Services, Inc. Seller: Champions Insurance Group Closed Date: 2/3/2023 Location: Texas Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
February 2023 The Hilb Group, LLC National Enrollment Partners Holdings, LLC Acquisition

The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC

MarshBerry served as the financial advisor to The Hilb Group, LLC

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The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC

MarshBerry served as the financial advisor to The Hilb Group, LLC

The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC Buyer: The Hilb Group, LLC Seller: National Enrollment Partners Holdings, LLC Closed Date: 2/1/2023 Location: Virginia Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC
*IMAS Corporate Finance LLP has been acquired by MarshBerry