Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Sterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller†
October 2023
Acquisition
Brown & Brown has acquired Berkley Insurance Group
IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
October 2023
Acquisition
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC†
Toggle Transaction Details October 2023
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC†
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC† April 2023
Acquisition
Momentum Global Investment Management has acquired Crown Agents Investment Management
IMAS acted as the exclusive financial advisor to Crown Agents Bank*
January 2023
Acquisition
Quintes has acquired Weitenberg
MarshBerry served as the financial advisor to Weitenberg
Toggle Transaction Details January 2023
Quintes has acquired Weitenberg
MarshBerry served as the financial advisor to Weitenberg
Quintes has acquired Weitenberg Buyer: Quintes Seller: Weitenberg Closed Date: 1/26/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry served as the financial advisor to Weitenberg November 2022
Acquisition
Hub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2022
Hub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Bridgecreek Investment Management, LLC Buyer: Hub International Limited Seller: Bridgecreek Investment Management, LLC Closed Date: 11/1/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited July 2022
Acquisition
Investec Wealth & Investment has acquired Murray Asset Management
IMAS acted as the exclusive financial advisor to Murray Asset Management*
July 2022
Acquisition
Hurst Point Group has acquired Metis Wealth Limited and Metis Asset Management Limited
IMAS acted as the exclusive financial advisor to Metis Wealth Limited and Metis Wealth Management Limited*
June 2022
Acquisition
Hawksmoore Group Limited has acquired Gore Browne Investment Management
IMAS acted as the exclusive financial advisor to Gore Browne Investment Management Limited*
December 2021
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
MarshBerry was the financial advisor to Hub International Limited
December 2021
Acquisition
BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
AssuredPartners Holdings Limited has acquired PSP Insurance and Financial Solutions
IMAS acted as the exclusive financial advisor to PSP Insurance and Financial Solutions*
May 2021
Acquisition
Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
IMAS acted as the exclusive financial advisor to Mattioli Woods plc*
January 2021
Acquisition
Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri
MarshBerry was financial adviser to the Seller†
January 2021
Acquisition
AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc.
MarshBerry was financial adviser to Securus Financial Services, LLC dba Murray Insurance Associates, Inc.†
December 2020
Acquisition
BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.
MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency
MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency†
December 2020
Acquisition
Gresham House plc has acquired Appian Asset Management Limited
IMAS acted as the exclusive financial advisor to Appian Asset Management Limited*
December 2020
Acquisition
Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.
MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.†
November 2020
Acquisition
Apiary Capital has acquired Radiant Financial Group
IMAS acted as the exclusive financial advisor to Radiant Financial Group*
† Advisory services provided by MarshBerry Capital