Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Mountain West Insurance & Financial Services, LLC has acquired Watson Insurance & Financial Group
MarshBerry was financial adviser to Watson Insurance & Financial Group†
July 2019
Acquisition
Worldwide Facilities Holdings, LLC has acquired Benchmark Management Group, Inc.
MarshBerry was financial adviser to Benchmark Management Group, Inc.†
July 2019
Acquisition
Alera Group, Inc. has acquired Landmark Benefits, Inc.
MarshBerry was financial adviser to Landmark Benefits, Inc.†
June 2019
Acquisition
PIB Group Limited has acquired the COBRA group of companies
IMAS acted as the exclusive financial advisor to Alto insurance Group Limited, the holding company for the COBRA group of companies*
June 2019
Acquisition
Hub International Limited has acquired Foster & Parker Insurance Agency, Inc.
MarshBerry was financial adviser to Foster & Parker Insurance Agency, Inc.†
May 2019
Acquisition
Phoenix Equity Partners has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
May 2019
Acquisition
Alera Group, Inc. has acquired HighRidge Insurance Services, LLC
MarshBerry was financial adviser to HighRidge Insurance Services, LLC
May 2019
Acquisition
The Hilb Group, LLC has acquired The Keane Insruance Group, Inc.
MarshBerry was financial adviser to The Keane Insurance Group, Inc†
April 2019
Acquisition
Fringe Benefit Group has acquired Century Healthcare
MarshBerry was financial adviser to Century Healthcare
April 2019
Acquisition
CSP Holdings Limited has acquired Citybond Holdings Limited
IMAS acted as the exclusive financial advisor to Citybond Holdings Limited*
March 2019
Acquisition
Canaccord Genuity Wealth Management has acquired Thomas Miller Investment
IMAS acted as the exclusive financial advisor to Thomas Miller Investment*
March 2019
Acquisition
Aston Lark Group has acquired Highworth Insurance Limited
IMAS acted as the exclusive financial advisor to Highworth Insurance Limited*
March 2019
Acquisition
OneDigital Health and Benefits has acquired Employee Benefits Division of Deeley Insurance Group
MarshBerry served as the financial advisor to Deeley Insurance Group†
March 2019
Acquisition
Hub International Limited has acquired The Insurance Exchange, Inc.
MarshBerry was the financial adviser to The Insurance Exchange, Inc.†
January 2019
Acquisition
Hub International Limited has acquired book of business from a privately-held insurance agency in Indiana
MarshBerry was financial adviser to the Seller
January 2019
Acquisition
Broadstone has acquired CS Financial Solutions
IMAS acted as the exclusive financial advisor to CS Financial Solutions*
January 2019
Acquisition
BroadStreet Partners, Inc. has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Style, Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.
MarshBerry was the financial adviser to Style Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Advantage Benefit Solutions
MarshBerry was the financial adviser to Advantage Benefit Solutions
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Alliance Insurance Group, LLC
MarshBerry was the financial adviser to Alliance Insurance Group, LLC
† Advisory services provided by MarshBerry Capital