Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Patriot Growth Insurance Services, LLC has acquired Arrow Benefits Group MarshBerry was the financial adviser to Arrow Benefits Group
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired BenefitsTexas, Inc. MarshBerry was the financial adviser to BenefitsTexas, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Bridgeport Benefits, Inc. MarshBerry was the financial adviser to Bridgeport Benefits, Inc.
January 2019
Acquisition Alera Group, Inc. has acquired Broad Reach Benefits, Inc. MarshBerry was financial adviser to Broad Reach Benefits, Inc.†
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired California Corporate Benefits Insurance Services MarshBerry was the financial adviser to California Corporate Benefits Insurance Services
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Campbell Petrie, Inc. MarshBerry was the financial adviser to Campbell Petrie, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Churchill & Associates Insurance Services, Inc. MarshBerry was the financial adviser to Churchill & Associates Insurance Services, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Creative Group Benefits, Inc. MarshBerry was the financial adviser to Creative Group Benefits, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired HGS Insurance Services, Inc. MarshBerry was the financial adviser to HGS Insurance Services, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Innovative Cost Management Services, Inc. MarshBerry was the financial adviser to Innovative Cost Management Services
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Intrepid Solutions Insurance Services, Inc. MarshBerry was the financial adviser to Intrepid Solutions Insurance Services, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Maniaci Insurance Services, Inc. MarshBerry was the financial adviser to Maniaci Insurance Services, Inc.
January 2019
Acquisition BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Nevada MarshBerry was financial adviser to the Seller
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired TRUE Network Advisors MarshBerry was the financial adviser to TRUE Network Advisors
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Voluntary Benefit Specialists, LLC MarshBerry was the financial adviser to Voluntary Benefit Specialists, LLC
December 2018 
Acquisition Alera Group, Inc. has acquired the assets of Avon-Dixon Agency, LLC from Shore Bancshares, Inc. MarshBerry was financial adviser to Shore Bancshares, Inc. in the sale of its wholly-owned subsidiary, Avon-Dixon Agency, LLC†
December 2018
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Wisconsin MarshBerry was financial adviser to the Seller†
December 2018
Acquisition NFP Corp. has acquired Wright Insurance Agency MarshBerry was financial adviser to Wright Insurance Agency†
December 2018
Acquisition Stackhouse Poland Group has acquired Property Insurance Initiatives Limited
IMAS acted as the exclusive financial advisor to Risk Solutions Group Limited and its subsidiary Property Insurance Initiatives Limited*
December 2018 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Florida MarshBerry was financial adviser to the Seller
† Advisory services provided by MarshBerry Capital
