Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
MarshBerry was financial adviser to Sunstar Insurance Group, LLC
May 2020 Acquisition High Street Partners, Inc. has acquired Ken Bleeker InsuranceMarshBerry was financial adviser to Ken Bleeker Insurance
May 2020 Acquisition AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.MarshBerry was financial adviser to Cypress Insurance Group, Inc.
March 2020 Acquisition Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.MarshBerry was financial adviser to Alera Group, Inc.
January 2020 Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.MarshBerry was financial adviser to Lanier Upshaw, Inc.
December 2019 Acquisition USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLCMarshBerry was financial adviser to Marcotte Wealth Management, LLC
November 2019 Acquisition Patriot Growth Insurance Services, LLC has acquired Landmark Insurance AssociatesMarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
September 2019 Acquisition AssuredPartners, Inc. has acquired Tutton Insurance Services, Inc.MarshBerry was financial adviser to Tutton Insurance Services, Inc.
September 2019 Acquisition High Street Partners, Inc. has acquired Ottawa Kent Insurance, Inc.MarshBerry was financial adviser to Ottawa Kent Insurance
August 2019 Acquisition Sunstar Insurance Group, LLC has acquired The Meyer GroupMarshBerry was the financial adviser to Sunstar Insurance Group, LLC
July 2019 Acquisition Mountain West Insurance & Financial Services, LLC has acquired Watson Insurance & Financial GroupMarshBerry was financial adviser to Watson Insurance & Financial Group
June 2019 Acquisition Hub International Limited has acquired Porchlight FinancialMarshBerry was the financial adviser to Hub International Limited
March 2019 AcquisitionMarshBerry was the financial adviser to TIE Financial & Retirement Services
March 2019 Acquisition Hub International Limited has acquired The Insurance Exchange, Inc.MarshBerry was the financial adviser to The Insurance Exchange, Inc.
October 2018 Acquisition Alera Group, Inc. has acquired Perspective Financial Group, LLCMarshBerry was the financial adviser to Perspective Financial Group, LLC
August 2018 Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & AssociatesMarshBerry was the financial adviser to Montoya & Associates
April 2018 Acquisition Alera Group, Inc. has acquired Tippett Moorhead Financial Partners LLC dba Tippett Moorhead & Haden Insurance Services, LLCMarshBerry was financial adviser to Alera Group, Inc.
April 2018 Acquisition Hub International Limited has acquired The Benefits Company, Inc.MarshBerry was financial adviser to Hub International Limited
March 2018 Acquisition Hub International Limited has acquired Spectra Management, LLCMarshBerry was the financial adviser to Hub International Limited
February 2018Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company