Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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†
December 2021
Acquisition
Alkeme Holdings, LLC has acquired Pauli-Shaw Insurance Agency, Inc.
MarshBerry was the financial advisor to Pauli-Shaw Insurance Agency, Inc†
December 2021
Acquisition
AssuredPartners Holdings Limited has acquired PSP Insurance and Financial Solutions
IMAS acted as the exclusive financial advisor to PSP Insurance and Financial Solutions*
December 2021
Acquisition
The Hilb Group, LLC has acquired PSA Insurance & Financial Services, LLC
MarshBerry was the financial advisor to PSA Insurance & Financial Services, LLC†
December 2021
Acquisition
Inszone Insurance Services, LLC has acquired a Privately-Held Insurance Agency in Illinois
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
High Street Insurance Partners, Inc. has acquired a privately-held insurance agency in Michigan
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
Hub International Limited has acquired Basi Insurance Services, Inc.
MarshBerry was the financial advisor to Basi Insurance Services, Inc.†
December 2021
Acquisition
Davies Group has acquired Building Validation Solutions Group of Companies
IMAS acted as the exclusive financial advisor to the Building Validation Solutions Group of Companies*
December 2021
Acquisition
Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP
MarshBerry was the financial advisor to Arcana Insurance Services, LP†
December 2021
U.S. Retirement Partners, Inc. has acquired Don Crawford & Associates
MarshBerry served as the financial advisor to U.S. Retirement Partners, Inc.†
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
BRP Group, Inc. has acquired Construction Risk Partners
MarshBerry was the financial advisor to Construction Risk Partners†
December 2021
Acquisition
BRP Group, Inc. has acquired WGB Benefits Insurance Services, L.P.
MarshBerry was the financial advisor to WGB Benefits Insurance Services, L.P.†
December 2021
Acquisition
BRP Group, Inc. has acquired Wood Gutmann & Bogart Insurance Brokers
MarshBerry was the financial advisor to Wood Gutmann & Bogart Insurance Brokers†
† Advisory services provided by MarshBerry Capital