Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition HUB International Limited has acquired Legacy Planning Partners MarshBerry served as the financial advisor to Legacy Planning Partners†
October 2024
Acquisition Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Toggle Transaction Details October 2024 Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Signers National LLC has acquired TRX Insurance Services, Inc. Buyer: Signers National LLC Seller: TRX Insurance Services, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to TRX Insurance Services, Inc. October 2024
Arthur J. Gallagher & Co. has acquired Adept Benefits MarshBerry served as the financial advisor to Adept Benefits†
October 2024
Acquisition Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Toggle Transaction Details October 2024 Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Connection Capital has acquired Hood Group Limited Buyer: Connection Capital Seller: Hood Group Limited MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hood Group Limited October 2024
Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited
MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited
October 2024
Unison Risk Advisors has acquired Avondale Insurance Associates MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Toggle Transaction Details 10/10/2024 Unison Risk Advisors has acquired Avondale Insurance Associates MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Unison Risk Advisors has acquired Avondale Insurance Associates Buyer: Unison Risk Advisors Seller: Avondale Insurance Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale Insurance Associates† October 2024
Acquisition World Insurance Associates LLC has acquired First International Insurance MarshBerry served as the financial advisor to First International Bank & Trust†
October 2024
Higginbotham Insurance Agency, Inc. has acquired Fitts Agency, Inc. MarshBerry served as the financial advisor to Fitts Agency, Inc.†
Toggle Transaction Details 10/31/2024 Higginbotham Insurance Agency, Inc. has acquired Fitts Agency, Inc. MarshBerry served as the financial advisor to Fitts Agency, Inc.†
Higginbotham Insurance Agency, Inc has acquired Fitts Agency, Inc. Buyer: Higginbotham Insurance Agency, Inc. Seller: Fitts Agency, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Fitts Agency, Inc.† October 2024
Acquisition AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
Toggle Transaction Details October 2024 AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc. Buyer: AssuredPartners, Inc. Seller: CoyleKiley Insurance Agency, Inc. Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.† October 2024
Acquisition Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Toggle Transaction Details October 2024 Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC Buyer: Marshall & Sterling, Inc. Seller: FitzGibbons Agency LLC Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FitzGibbons Agency LLC† September 2024
Acquisition Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Toggle Transaction Details September 2024 Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.† September 2024
PIB Group Limited has acquired RS Insurance Brokers Limited
MarshBerry served as the financial advisor to RS Insurance Brokers Limited
September 2024
Acquisition CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
Toggle Transaction Details September 2024 CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
CAC Group has acquired Media Guarantors Buyer: CAC Group Seller: Media Guarantors Closed Date: 09/19/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Media Guarantors† September 2024
Acquisition True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC†
September 2024
Acquisition Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Toggle Transaction Details September 2024 Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc. Buyer: Specialty Program Group LLC Seller: Professional Insurance Executives, Inc. Closed Date: 09/13/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.† September 2024
Acquisition South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
Toggle Transaction Details September 2024 South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services) Buyer: South Shore Insurance Underwriters Seller: Linneman Specialty Insurance (LSI Insurance Services) Closed Date: 9/4/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services) September 2024
Acquisition Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Toggle Transaction Details September 2024 Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc. Buyer: Ryan Specialty Group, LLC Seller: Greenhill Underwriting Insurance Services, LLC Closed Date: 9/3/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC† September 2024
Acquisition Specialist Risk Group has acquired Capulus
MarshBerry served as the financial advisor to Capulus
August 2024
Acquisition Ardonagh Advisory Broking Holdings Limited has acquired RK Henshall (Holdings) Limited MarshBerry acted as the financial advisor to RK Henshall (Holdings) Limited
August 2024
Acquisition Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited MarshBerry served as the financial advisor to The CI Group Holdings Limited
† Advisory services provided by MarshBerry Capital
