Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations MarshBerry was the financial adviser to Caitlin Morgan Insurance Services†
September 2021
Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC
September 2021
Acquisition PIB Group has acquired JRT Insurance Brokers
IMAS acted as the exclusive financial advisor to JRT Insurance Brokers*
September 2021
Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah MarshBerry was financial adviser to the Seller
September 2021 
Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc. MarshBerry was financial adviser to Good’s Insurance Agency, Inc.
September 2021
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri MarshBerry was financial adviser to the Seller
September 2021
Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc. MarshBerry was the financial adviser to Vaaler Insurance, Inc.†
August 2021
Acquisition Alera Group, Inc. has acquired Risk Consulting Partners MarshBerry was the financial adviser to Risk Consulting Partners†
August 2021
Acquisition Risk Strategies has acquired Danna-Gracey MarshBerry was the financial adviser to Risk Strategies
August 2021 
Acquisition PCF Insurance Services has acquired Levi & Associates Insurance MarshBerry was financial adviser to PCF Insurance Services
August 2021
Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc. MarshBerry was the financial adviser to World Insurance Associates, LLC
August 2021
Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group†
July 2021 
Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts MarshBerry was financial adviser to Alera Group, Inc.
July 2021 
Acquisition PCF Insurance Services has acquired Gordon Insurance MarshBerry was financial adviser to Gordon Insurance
July 2021
Acquisition Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York MarshBerry was financial adviser to the Seller
July 2021 
Acquisition PCF Insurance Services has acquired Rice Insurance, LLC MarshBerry was financial adviser to Rice Insurance, LLC†
July 2021
Acquisition The Hilb Group, LLC has acquired Braddon Insurance Advisors MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Ryan Harris Insurance and Financial Services, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Harvey Insurance Agency, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
† Advisory services provided by MarshBerry Capital
