Transactions
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† Advisory services provided by MarshBerry Capital
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†
July 2025
Acquisition
The Hilb Group, LLC has acquired a Florida-Based Business
MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition
King Risk Partners, LLC has acquired Louisiana Insurance Services
MarshBerry served as the financial advisor to Louisiana Insurance Services†
June 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition
HUB International Limited has acquired Fenner & Esler Agency
MarshBerry served as the financial advisor to Fenner & Esler Agency†
June 2025
Acquisition
Specialty Program Group LLC has acquired ANOVA Marine Insurance
MarshBerry served as the financial advisor to ANOVA Marine Insurance†
May 2025
Acquisition
Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management
MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
April 2025
Acquisition
The Hilb Group, LLC has acquired a Maine-Based Business
MarshBerry served as the financial advisor to the Seller†
April 2025
Acquisition
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.
MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Toggle Transaction Details 4/1/2025
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.
MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025
Acquisition
Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc.
MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†
April 2025
Acquisition
Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Pac Global Insurance Brokerage, Inc.†
† Advisory services provided by MarshBerry Capital