Transactions

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Explore All MarshBerry Transactions

*IMAS Corporate Finance LLP has been acquired by MarshBerry
September 2020 Patriot Growth Insurance Services, LLC Capstone Brokerage, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Capstone Brokerage, Inc.

MarshBerry was financial adviser to Capstone Brokerage, Inc.

August 2020 DOXA Insurance Holdings, LLC AMS Professional Liability & AllSouth Professional Liability Acquisition DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability

MarshBerry was financial adviser to DOXA Insurance Holdings, LLC

August 2020 High Street Insurance Partners, Inc. Berkshire Agency, Inc. dba Capital Insurance Group Acquisition High Street Insurance Partners, Inc. has acquired Berkshire Agency, Inc. dba Capital Insurance Group

MarshBerry was financial adviser to Berkshire Agency, Inc. dba Capital Insurance Group

August 2020 Worldwide Facilities Holdings, LLC Clearwater Underwriters, Inc. Acquisition Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

August 2020 USI Insurance Services, LLC The Colburn Corporation d/b/a Colburn Group Acquisition USI Insurance Services, LLC has acquired The Colburn Corporation d/b/a Colburn Group

MarshBerry was financial adviser to The Colburn Corporation d/b/a Colburn Group

August 2020 Patriot Growth Insurance Services, LLC Bowermaster & Associates Insurance Agency, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Bowermaster & Associates Insurance Agency, Inc.

MarshBerry was financial adviser to Bowermaster & Associates Insurance Agency, Inc.

August 2020 Alera Group, Inc. Banasky Insurance, Inc. Acquisition Alera Group, Inc. has acquired Banasky Insurance, Inc.

MarshBerry was financial adviser to Alera Group, Inc.

August 2020 Alera Group, Inc. Alper Services, LLC Acquisition Alera Group, Inc. has acquired Alper Services, LLC

MarshBerry was financial adviser to Alper Services, LLC

July 2020 USI Insurance Services, LLC Johnson Insurance Services Acquisition USI Insurance Services, LLC has acquired Johnson Insurance Services

MarshBerry was financial adviser to Johnson Insurance Services

July 2020 Higginbotham Insurance Agency, Inc.  American Financial Services, Inc. d/b/a Borden Insurance Acquisition Higginbotham Insurance Agency, Inc.  has acquired American Financial Services, Inc. d/b/a Borden Insurance

MarshBerry was financial adviser to American Financial Services, Inc. d/b/a Borden Insurance

July 2020 Leavitt Group Enterprises, Inc. a privately-held insurance agency in Colorado Acquisition Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado

MarshBerry was financial adviser to the Seller

July 2020 Specialist Risk Group Insolvency Risk Services Acquisition

Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services

IMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*

July 2020 Specialty Program Group, LLC Beacon Hill Associates, Inc. Acquisition Specialty Program Group, LLC has acquired Beacon Hill Associates, Inc.

MarshBerry was financial adviser to Beacon Hill Associates, Inc.

July 2020 Specialty Program Group, LLC Avant, LLC Acquisition Specialty Program Group, LLC has acquired Avant, LLC

MarshBerry was financial adviser to Avant, LLC

July 2020 Hub International Limited Gus Bates Retirement Plan Services Acquisition Hub International Limited has acquired Gus Bates Retirement Plan Services

MarshBerry was financial adviser to Gus Bates Retirement Plan Services

July 2020 The Hilb Group, LLC CIA Financial Group, Inc. Acquisition The Hilb Group, LLC has acquired CIA Financial Group, Inc.

MarshBerry was financial adviser to The Hilb Group, LLC

July 2020 Hub International Limited GBC Benefits, Ltd. dba Gus Bates Insurance & Investments Acquisition Hub International Limited has acquired GBC Benefits, Ltd. dba Gus Bates Insurance & Investments

MarshBerry was financial adviser to GBC Benefits, Ltd. dba Gus Bates Insurance & Investments

July 2020 Keystone Agency Investors, LLC a privately-held insurance agency in Pennsylvania Acquisition Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was financial adviser to Keystone Agency Investors, LLC

June 2020 Beckett Investment Management Group Brown Shipley & Co Acquisition

Beckett Investment Management Group has acquired Brown Shipley & Co

IMAS acted as the exclusive financial advisor to Brown Shipley & Co*

June 2020 Worldwide Facilities Holdings, LLC Strategic Underwriting Solutions, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

*IMAS Corporate Finance LLP has been acquired by MarshBerry