Transactions
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† Advisory services provided by MarshBerry Capital
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
Lockton Affinity has acquired SBG, Inc. Insurance Services
MarshBerry served as the financial advisor to SBG, Inc. Insurance Services†
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
January 2022
Acquisition
Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Toggle Transaction Details 1/19/2022
Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Higginbotham - The Underwriters Group - 1/19/2022 Buyer: Higginbotham Insurance Agency, Inc. Seller: The Underwriters Group, Inc. Closed Date: 1/19/2022 Location: KY Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc. January 2022
Acquisition
Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services
MarshBerry was the financial advisor to Warner Pacific Insurance Services†
Toggle Transaction Details January 2022
Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services
MarshBerry was the financial advisor to Warner Pacific Insurance Services†
Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services Buyer: Lovell Minnick Partners, LLC Seller: Warner Pacific Insurance Services Firm Type: MGA Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry was the financial advisor to Warner Pacific Insurance Services December 2021
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
MarshBerry was the financial advisor to Hub International Limited
December 2021
Acquisition
Hub International Limited has acquired JP Griffin Companies, LLC
MarshBerry was the financial advisor to JP Griffin Companies, LLC†
December 2021
Acquisition
Alera Group, Inc. has acquired Foa & Son Corporation
MarshBerry was the financial advisor to Foa & Son Corporation†
December 2021
Acquisition
One80 Intermediaries has acquired Innovative Risk Management
MarshBerry was the financial advisor to Innovative Risk Management†
December 2021
Acquisition
One80 Intermediaries has acquired Prosurance Insurance Group, Inc.
MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.†
December 2021
Acquisition
High Street Insurance Partners, Inc. has acquired Gary Thompson Agency, Inc.
MarshBerry was the financial advisor to Gary Thompson Agency, Inc.†
December 2021
Acquisition
BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
One80 Intermediaries has acquired Pearl Insurance
MarshBerry was the financial advisor to Pearl Insurance†
† Advisory services provided by MarshBerry Capital