Transactions
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† Advisory services provided by MarshBerry Capital
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
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
August 2024
Acquisition
IceLake Capital has invested in Certe Groep
The NetherlandsMarshBerry served as the financial advisor to Certe Groep
August 2024
Acquisition
Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries
MarshBerry served as the financial advisor to Total Benefit Solutions, LLC†
Toggle Transaction Details August 2024
Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries
MarshBerry served as the financial advisor to Total Benefit Solutions, LLC†
Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries Buyer: Specialty Program Group LLC Seller: Total Benefit Solutions, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Total Benefit Solutions, LLC† August 2024
Acquisition
NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†
Toggle Transaction Details August 2024
NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†
NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance Buyer: NSM Insurance Group Seller: GIG Insurance Group and Gifford Wells Insurance Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance† 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
IMA Financial Group has acquired FC Capital Partners and Related Subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners†
Toggle Transaction Details July 2024
IMA Financial Group has acquired FC Capital Partners and Related Subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners†
IMA Financial Group has acquired FC Capital Partners and related subsidiaries Buyer: IMA Financial Group Seller: FC Capital Partners Closed Date: 07/02/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FC Capital Partners† 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
Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers†
Toggle Transaction Details July 2024
Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers†
Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers Buyer: Specialty Program Group LLC Seller: Commercial Sector Insurance Brokers Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers† June 2024
Acquisition
Beyond Risk has acquired Agricultural Insurance Management Services
MarshBerry served as the financial advisor to Agricultural Insurance Management Services†
Toggle Transaction Details June 2024
Beyond Risk has acquired Agricultural Insurance Management Services
MarshBerry served as the financial advisor to Agricultural Insurance Management Services†
Beyond Risk has acquired Agricultural Insurance Management Services Buyer: Beyond Risk Seller: Agricultural Insurance Management Services Closed Date: 6/28/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Agricultural Insurance Management Services† June 2024
Acquisition
Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance†
Toggle Transaction Details June 2024
Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance†
Amerilife has acquired Succession Capital Alliance Buyer: Amerilife Seller: Succession Capital Alliance Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Succession Capital Alliance† May 2024
Acquisition
Insurance for Students, Inc. has acquired Global Secutive, LLC
MarshBerry served as the financial advisor to Global Secutive, LLC†
Toggle Transaction Details May 2024
Insurance for Students, Inc. has acquired Global Secutive, LLC
MarshBerry served as the financial advisor to Global Secutive, LLC†
Insurance for Students, Inc. has acquired Global Secutive, LLC Buyer: Insurance for Students, Inc. Seller: Global Secutive, LLC Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Global Secutive, LLC† March 2024
Acquisition
AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.
MarshBerry served as a financial advisor to BRP Group, Inc.†
Toggle Transaction Details March 2024
AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.
MarshBerry served as a financial advisor to BRP Group, Inc.†
AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc. Buyer: AmWINS Group, Inc. Seller: BRP Group, Inc. Closed Date: 03/01/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to BRP Group, Inc.† January 2024
Acquisition
Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC†
Toggle Transaction Details January 2024
Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC†
Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon December 2023
Acquisition
Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC
MarshBerry served as the financial advisor to Specialty Program Group LLC
Toggle Transaction Details December 2023
Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC
MarshBerry served as the financial advisor to Specialty Program Group LLC
Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC Buyer: Specialty Program Group LLC Seller: Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC Closed Date: 12/31/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Specialty Program Group LLC December 2023
Acquisition
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. December 2023
Acquisition
AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters†
Toggle Transaction Details December 2023
AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters†
AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters† December 2023
Acquisition
HUB International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.†
Toggle Transaction Details December 2023
HUB International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.†
Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.† November 2023
Acquisition
Vantage Insurance Partners, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
† Advisory services provided by MarshBerry Capital