Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Patriot Growth Insurance Services, LLC has acquired EXUDE Benefits, LLC
MarshBerry served as the financial advisor to EXUDE Benefits, LLC
May 2022
Acquisition
Specialty Program Group LLC has acquired Jones Birdsong, LLC
MarshBerry served as the financial advisor to Jones Birdsong, LLC†
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
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
† Advisory services provided by MarshBerry Capital