Transactions
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† Advisory services provided by MarshBerry Capital
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
Acquisition
SIAA has acquired a Massachusetts-Based Business
MarshBerry served as the financial advisor to the Seller†
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
Higginbotham & Associates, Inc. has acquired Monarch Solutions
MarshBerry served as the financial advisor to Monarch Solutions†
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.
October 2025
Acquisition
HUB International Limited has acquired a California-Based RIA Business
MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition
The McGowan Companies has acquired Limit
MarshBerry served as the financial advisor to Limit†
September 2025
Acquisition
Carson Group has acquired Wells Trecaso Financial Group, LLC
MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
September 2025
Acquisition
HUB International Limited has acquired Don Ramatici Insurance, Inc.
MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†
August 2025
Acquisition
Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc.
MarshBerry served as the financial advisor to Robins Insurance Agency, Inc.†
August 2025
Acquisition
Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions
MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†
August 2025
Acquisition
Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc.
MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†
July 2025
Acquisition
INSURICA has acquired Sullivan Insurance Agency
MarshBerry served as the financial advisor to Sullivan Insurance Agency†
† Advisory services provided by MarshBerry Capital