Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc. MarshBerry was financial adviser to Securus Financial Services, LLC dba Murray Insurance Associates, Inc.†
January 2021
Acquisition Hub International Limited has acquired Christiansen Insurance Group, LLC MarshBerry was financial adviser to Christiansen Insurance Group, LLC†
January 2021
Acquisition GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC
MarshBerry was financial adviser to GCP Capital Partners, LLC
December 2020
Acquisition World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc. MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.†
December 2020
Acquisition Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc. MarshBerry was financial adviser to California Contractors Insurance Services, Inc.†
December 2020
Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc. MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.
December 2020
Acquisition American Insurance, Inc has acquired a privately-held insurance agency in North Dakota MarshBerry was financial adviser to the Seller
December 2020
Acquisition Alera Group, Inc. has acquired Granite Group Benefits, LLC MarshBerry was financial adviser to Alera Group, Inc.
December 2020
Acquisition BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc. MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†
December 2020 
Acquisition BRP Group, Inc. has acquired Burnham Risk and Insurance Solutions, LLC MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†
December 2020 
Acquisition BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc. MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.†
December 2020
Acquisition Heffernan Insurance Brokers has acquired Porter & Curtis, LLC MarshBerry was financial adviser to Porter & Curtis, LLC†
December 2020
Acquisition The Hilb Group, LLC has acquired privately-held insurance agency in Michigan MarshBerry was financial adviser to the Seller†
December 2020
Acquisition Hub International Limited has acquired Commercial Insurance Brokers, Inc. MarshBerry was financial adviser to Commercial Insurance Brokers, Inc.†
December 2020
Acquisition McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc. MarshBerry was an advisor to Wilson Gregory Agency, Inc.†
December 2020
Acquisition Constellation Affiliated Partners has acquired INSUREtrust MarshBerry was financial adviser to INSUREtrust†
December 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired a privately-held insurance agency in Arizona MarshBerry was financial adviser to the Seller
December 2020 
Acquisition Alera Group, Inc. has acquired Todd Associates, Inc. MarshBerry was financial adviser to Todd Associates, Inc.†
December 2020
Acquisition Oakbridge Insurance Agency, LLC has acquired MGNMRB, LLC dba McGinty-Gordon & Associates MarshBerry was financial adviser to MGNMRB, LLC dba McGinty-Gordon & Associates†
December 2020 
Acquisition Oakbridge Insurance Agency, LLC has acquired Waites & Foshee Insurance, Inc. MarshBerry was financial adviser to Waites & Foshee Insurance, Inc.†
† Advisory services provided by MarshBerry Capital
