Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
May 2022 Acquisition Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.

MarshBerry served as the financial advisor to PFG Benefits, Inc.†

May 2022 Acquisition Patriot Growth Insurance Services, LLC has acquired DMM Advisors

MarshBerry served as the financial advisor to DMM Advisors†

April 2022 Acquisition

Risk Placement Services, Inc. has acquired G. A. Mavon & Co. & it’s wholly-owned subsidiary, Mavco Insurance Agency 

MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency†

April 2022 Acquisition

PCF Insurance Services has acquired Knoll Insurance Agency

MarshBerry served as the financial advisor to PCF Insurance Services

April 2022 Acquisition

Lockton Affinity has acquired SBG, Inc. Insurance Services

MarshBerry served as the financial advisor to SBG, Inc. Insurance Services†

April 2022 Acquisition Hub International Limited has acquired Chun-Ha Holding Corp

MarshBerry served as the financial advisor to ChunHa-Holding Corp†

April 2022 Acquisition Peloton Capital Management has invested in Unison Risk Advisors

MarshBerry served as the financial advisor to Unison Risk Advisors†

April 2022 Hilb Group Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.

MarshBerry served as the financial advisor to Paige & Campbell, Inc.†

March 2022 Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry served as the financial advisor to Hawley & Associates, LLC†

March 2022 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina

MarshBerry was the financial advisor to PCF Insurance Services

March 2022 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to the Seller†

March 2022 Acquisition

Keystone Agency Partners has acquired Strategic Insurance Partners 

MarshBerry served as the financial advisor to Strategic Insurance Partners†

March 2022 Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.

MarshBerry served as the financial advisor to Kuhl Insurance Agency, Inc.†

February 2022 Acquisition ALKEME Holdings, LLC has acquired ERM Insurance Brokers

MarshBerry served as the financial advisor to ERM Insurance Brokers†

February 2022 High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc.

MarshBerry served as the financial advisor to The Craft Insurance Agency, Inc.†

January 2022 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry served as the financial advisor to PCF Insurance Services

January 2022 Acquisition

VLC & Partners B.V. has acquired Koekenberg Van Vuuren

MarshBerry served as the financial advisor to VLC & Partners B.V.

January 2022 Acquisition

VLC & Partners B.V. has acquired Hubert Koekenberg BV

MarshBerry served as the financial advisor to Hubert Koekenberg BV

January 2022 Acquisition

Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

Toggle Transaction Details 1/19/2022

Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

Higginbotham - The Underwriters Group - 1/19/2022 Buyer: Higginbotham Insurance Agency, Inc. Seller: The Underwriters Group, Inc. Closed Date: 1/19/2022 Location: KY Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
January 2022 Acquisition

Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services

MarshBerry was the financial advisor to Warner Pacific Insurance Services†

Toggle Transaction Details January 2022

Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services

MarshBerry was the financial advisor to Warner Pacific Insurance Services†

Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services Buyer: Lovell Minnick Partners, LLC Seller: Warner Pacific Insurance Services Firm Type: MGA Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry was the financial advisor to Warner Pacific Insurance Services
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital