Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

*IMAS Corporate Finance LLP has been acquired by MarshBerry
March 2017 Ryan Specialty Group, LLC Trident Marine Managers, Inc. Acquisition Ryan Specialty Group, LLC has acquired Trident Marine Managers, Inc.

MarshBerry was financial adviser to Trident Marine Managers, Inc.

February 2017 Hub International Limited Denali Alaskan Insurance, LLC from Denali Federal Credit Union Acquisition Hub International Limited has acquired Denali Alaskan Insurance, LLC from Denali Federal Credit Union

MarshBerry was financial adviser to Denali Alaskan Insurance, LLC and Denali Federal Credit Union

February 2017 Canaccord Genuity Wealth Mangement C. Hoare & Co. Acquisition

Canaccord Genuity Wealth Management has acquired C. Hoare & Co.

IMAS acted as the exclusive financial advisor to C. Hoare & Co.*

February 2017 Zenith American Solutions Pacific Federal, LLC Acquisition Zenith American Solutions has acquired Pacific Federal, LLC

MarshBerry was financial adviser to Pacific Federal, LLC

February 2017 BroadStreet Partners, Inc. a privately-held insurance agency in Florida Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Florida

MarshBerry was financial adviser to the Seller

February 2017 Ryan Specialty Group, LLC Interstate Insurance Management, Inc. Acquisition Ryan Specialty Group, LLC has acquired Interstate Insurance Management, Inc.

MarshBerry was financial adviser to Interstate Insurance Management, Inc.

January 2017 Acrisure, LLC Undisclosed Independent Agency in Michigan Acquisition Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan

MarshBerry was financial adviser to the Seller

December 2016 Alera Group, Inc. A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC Acquisition Alera Group, Inc. has acquired A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC

MarshBerry was financial adviser to A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC

December 2016 Alera Group, Inc. American Insurance Administrators, Inc. dba AIA Benefits Resource Group Acquisition Alera Group, Inc. has acquired American Insurance Administrators, Inc. dba AIA Benefits Resource Group

MarshBerry was financial adviser to American Insurance Administrators, Inc. dba AIA Benefits Resource Group American Insurance Administrators, Inc. dba AIA Benefits Resource Group

December 2016 Alera Group, Inc. Brown & Noyes, LLC dba Ardent Solutions Acquisition Alera Group, Inc. has acquired Brown & Noyes, LLC dba Ardent Solutions

MarshBerry was financial adviser to Brown & Noyes, LLC dba Ardent Solutions

December 2016 Alera Group, Inc. Beacon Retiree Benefits Group LLC Acquisition Alera Group, Inc. has acquired Beacon Retiree Benefits Group LLC

MarshBerry was financial adviser to Beacon Retiree Benefits Group, LLC

December 2016 Alera Group, Inc. Benefit Advisors Network, LLC dba BAN Acquisition Alera Group, Inc. has acquired Benefit Advisors Network, LLC dba BAN

MarshBerry was financial adviser to Benefit Advisors Network, LLC dba BAN

December 2016 Alera Group, Inc. Benico, Ltd. Acquisition Alera Group, Inc. has acquired Benico, Ltd.

MarshBerry was financial adviser to Benico, Ltd.

December 2016 Alera Group, Inc. C. M. Smith Agency, Inc. Acquisition Alera Group, Inc. has acquired C. M. Smith Agency, Inc.

MarshBerry was financial adviser to C.M. Smith Agency, Inc.

December 2016 Alera Group, Inc. HP Planning, LLC dba CBP and/or Creative Benefit Planning Acquisition Alera Group, Inc. has acquired HP Planning, LLC dba CBP and/or Creative Benefit Planning

MarshBerry was financial adviser to HP Planning, LLC dba CBP and/or Creative Benefit Planning

December 2016 Alera Group, Inc. Centennial Group Benefits and Insurance Services, Inc. Acquisition Alera Group, Inc. has acquired Centennial Group Benefits and Insurance Services, Inc.

MarshBerry was financial adviser to Centennial Group Benefits and Insurance Services, Inc.

December 2016 Alera Group, Inc. Coury Health Services, Inc. Acquisition Alera Group, Inc. has acquired Coury Health Services, Inc.

MarshBerry was financial adviser to Coury Health Services, Inc.

December 2016 Alera Group, Inc. Corporate Plans, Inc. dba CPI-HR Acquisition Alera Group, Inc. has acquired Corporate Plans, Inc. dba CPI-HR

MarshBerry was financial adviser to Corporate Plans, Inc. dba CPI-HR

December 2016 Alera Group, Inc. Forum Benefits, Inc. Acquisition Alera Group, Inc. has acquired Forum Benefits, Inc.

MarshBerry was financial adviser to Forum Benefits, Inc.

December 2016 Alera Group, Inc. GCG Financial, Inc Acquisition Alera Group, Inc. has acquired GCG Financial, Inc

MarshBerry was financial adviser to the GCG Financial, Inc

*IMAS Corporate Finance LLP has been acquired by MarshBerry