Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Alera Group, Inc. has acquired Burnham Financial Services, LLC dba Burnham Benefit Advisors MarshBerry was financial adviser to Burnham Financial Services, LLC dba Burnham Benefit Advisors†
August 2018
Acquisition Arthur J. Gallagher & Co. has acquired International Employee Benefit Solutions, Inc MarshBerry was financial adviser to International Employee Benefit Solutions, Inc.
August 2018
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates MarshBerry was the financial adviser to Montoya & Associates†
August 2018
Acquisition Marsh, LLC has acquired Wortham LLC, General Partner, John L. Wortham & Son, L.P. MarshBerry was the financial adviser for Wortham LLC, General Partner, John L. Wortham & Son, L.P.
August 2018 
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates, LLC dba Montoya & Associates, Montoya Property & Casualty Insurance, LLC and Montoya Employer Services, LLC MarshBerry was the financial adviser to the Seller†
July 2018
Acquisition PIB Group Limited has acquired Wheatley Wright Insurance Services and Online Risk Solutions
IMAS acted as the exclusive financial advisor to Wheatley Wright Insurance Services and Online Risk Solutions*
June 2018 
Acquisition Alera Group, Inc. has acquired Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc. MarshBerry was financial adviser to Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.†
May 2018
Acquisition Vantage Insurance Services has acquired Fresh Insurance Services Group Limited
IMAS acted as the exclusive financial advisor to Fresh Insurance Services Group Limited*
May 2018
Acquisition USI Insurance Services, LLC has acquired CHS Insurance Services, LLC and Certain Related Entities from CHS, Inc. MarshBerry was financial adviser to CHS, Inc., CHS Insurance Services, LLC
May 2018 
Acquisition Alera Group, Inc. has acquired Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin MarshBerry was financial adviser to Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin
May 2018 
Acquisition Alera Group, Inc. has acquired Dickerson Employee Benefits, Inc. MarshBerry was financial adviser to Dickerson Employee Benefits, Inc.†
April 2018
Acquisition Seeman Holtz Property and Casualty, Inc. has acquired Elton Porter Marine Insurance Agency, Inc. MarshBerry was financial adviser to Elton Porter Marine Insurance Agency, Inc.
April 2018 
Acquisition PIB Group Limited has acquired Wilby (Group) Limited
IMAS acted as the exclusive financial advisor to Wilby (Group) Limited*
April 2018
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Ohio MarshBerry was financial adviser to the Seller
April 2018
Acquisition Worldwide Facilities, LLC has acquired Tennant Risk Services Insurance Agency, LLC MarshBerry was financial adviser to Tennant Risk Services Insurance Agency, LLC
April 2018 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Florida MarshBerry was financial adviser to the Seller
April 2018 
Acquisition Acrisure, LLC has acquired HNI Risk Services, LLC MarshBerry was financial adviser to HNI Risk Services, LLC
March 2018 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Michigan MarshBerry was financial adviser to the Seller
February 2018
Acquisition Long Ridge Equity Partners LLC has acquired SALI Fund Management, LLC dba SALI Fund Services, LLC MarshBerry was financial adviser to SALI Fund Management, LLC d/b/a SALI Fund Services, LLC
February 2018
Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company
† Advisory services provided by MarshBerry Capital
