Transactions
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† Advisory services provided by MarshBerry Capital
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†
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Jenkins, Skipworth & Associates
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Michigan
MarshBerry was the financial advisor to Alera Group, Inc.†
December 2021
Acquisition
The Hilb Group, LLC has acquired Insurance Consultants of Central Florida
MarshBerry was the financial advisor to Insurance Consultants of Central Florida
December 2021
Acquisition
Alera Group, Inc. has acquired Ashbrook-Clevidence, Inc.
MarshBerry was the financial advisor to Ashbrook-Clevidence, Inc.†
December 2021
Acquisition
Foundation Risk Partners has acquired Gaspar Insurance Services
MarshBerry was the financial advisor to Gaspar Insurance Services†
† Advisory services provided by MarshBerry Capital