Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Patriot Growth Insurance Services, LLC has acquired PDCM Insurance
MarshBerry served as the financial advisor to the Seller†
January 2020
Acquisition
BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Michigan
MarshBerry was financial adviser to the Seller
January 2020
Acquisition
Insgroup, Inc. has acquired Harris F. Underwood III, Inc.
MarshBerry was financial adviser to Insgroup, Inc.†
January 2020
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.
MarshBerry was financial adviser to Lanier Upshaw, Inc.†
December 2019
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Texas
MarshBerry was financial adviser to the Seller†
December 2019
Acquisition
Hub International Limited has acquired SilverStone Group
MarshBerry was financial adviser to Hub International Limited
December 2019
Acquisition
USI Insurance Services, LLC has acquired Marcotte Insurance Agency, Inc.
MarshBerry was financial adviser to Marcotte Insurance Agency, Inc.†
December 2019
Acquisition
Hub International Limited has acquired Blair Jarcik Insurance Agency, Inc.
MarshBerry was financial adviser to Blair Jarcik Insurance Agency, Inc.†
November 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates
MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
November 2019
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Vermont
MarshBerry was financial adviser to the Seller
November 2019
Acquisition
The Hilb Group, LLC has acquired G&N Insurance
MarshBerry was financial adviser to The Hilb Group, LLC
November 2019
Acquisition
AssuredPartners, Inc. has acquired Mack, Mack & Waltz Insurance Group, Inc.
MarshBerry was financial adviser to Mack, Mack & Waltz Insurance Group, Inc.
November 2019
Acquisition
BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Arkansas
MarshBerry was financial adviser to the Seller
November 2019
Acquisition
BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Texas
MarshBerry was financial adviser to the Seller
October 2019
Acquisition
The Hilb Group, LLC has acquired Avanti Associates, Ltd.
MarshBerry was financial adviser to The Hilb Group, LLC
October 2019
Acquisition
The Hilb Group, LLC has acquired LCIA, Inc. dba Campisano Insurance Agency
MarshBerry was financial adviser to The Hilb Group, LLC
September 2019
Acquisition
AssuredPartners, Inc. has acquired Tutton Insurance Services, Inc.
MarshBerry was financial adviser to Tutton Insurance Services, Inc.†
September 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired James R Taylor Agency, Inc. dba Launchways
MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
September 2019
Acquisition
Acrisure, LLC has acquired Privately-held insurance agency in South Dakota
MarshBerry was financial adviser to the Seller
September 2019
Acquisition
High Street Partners, Inc. has acquired Ottawa Kent Insurance, Inc.
MarshBerry was financial adviser to Ottawa Kent Insurance†
† Advisory services provided by MarshBerry Capital