Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Alera Group, Inc. has acquired Benefit Commerce Group MarshBerry was financial adviser to Benefit Commerce Group†
August 2019
Acquisition Brown & Brown Insurance, Inc. has acquired West Ridge Insurance Agency, Inc. dba. Yozell Associates MarshBerry was financial adviser to West Ridge Insurance Agency, Inc. dba. Yozell Associates†
August 2019
Acquisition Confie Seguros has acquired A book of business from Wescom Insurance Services, LLC MarshBerry was financial adviser to Wescom Insurance Services, LLC†
August 2019
Acquisition Acrisure, LLC has acquired A privately-held insruance agency in Texas MarshBerry was financial adviser to the Seller
August 2019
Acquisition AssuredPartners, Inc. has acquired Hester, Heitel & Associates, Inc. MarshBerry was financial adviser to Hester, Heitel & Associates, Inc.†
July 2019
Acquisition Arthur J. Gallagher & Co. has acquired The FDoyle Group, Inc. dba Direct To PolicyHolder MarshBerry was financial adviser to The Novick Group, Inc.†
July 2019
Acquisition Patriot Growth Insurance Services, LLC has acquired Worksite Benefits Services, Inc. MarshBerry was financial adviser to Worksite Benefit Services, Inc.†
July 2019
Acquisition Mountain West Insurance & Financial Services, LLC has acquired Watson Insurance & Financial Group MarshBerry was financial adviser to Watson Insurance & Financial Group†
July 2019
Acquisition Worldwide Facilities Holdings, LLC has acquired Benchmark Management Group, Inc. MarshBerry was financial adviser to Benchmark Management Group, Inc.†
July 2019 
Acquisition Alera Group, Inc. has acquired Landmark Benefits, Inc. MarshBerry was financial adviser to Landmark Benefits, Inc.†
June 2019
Acquisition PIB Group Limited has acquired the COBRA group of companies
IMAS acted as the exclusive financial advisor to Alto insurance Group Limited, the holding company for the COBRA group of companies*
June 2019
Acquisition Hub International Limited has acquired Foster & Parker Insurance Agency, Inc. MarshBerry was financial adviser to Foster & Parker Insurance Agency, Inc.†
May 2019
Acquisition Phoenix Equity Partners has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
May 2019 
Acquisition Alera Group, Inc. has acquired HighRidge Insurance Services, LLC MarshBerry was financial adviser to HighRidge Insurance Services, LLC
May 2019
Acquisition The Hilb Group, LLC has acquired The Keane Insruance Group, Inc. MarshBerry was financial adviser to The Keane Insurance Group, Inc†
April 2019
Acquisition Fringe Benefit Group has acquired Century Healthcare MarshBerry was financial adviser to Century Healthcare
April 2019
Acquisition CSP Holdings Limited has acquired Citybond Holdings Limited
IMAS acted as the exclusive financial advisor to Citybond Holdings Limited*
March 2019
Acquisition Canaccord Genuity Wealth Management has acquired Thomas Miller Investment
IMAS acted as the exclusive financial advisor to Thomas Miller Investment*
March 2019
Acquisition Aston Lark Group has acquired Highworth Insurance Limited
IMAS acted as the exclusive financial advisor to Highworth Insurance Limited*
March 2019
Acquisition OneDigital Health and Benefits has acquired Employee Benefits Division of Deeley Insurance Group
MarshBerry served as the financial advisor to Deeley Insurance Group†
† Advisory services provided by MarshBerry Capital
