Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Brown & Brown Insurance, Inc. has acquired West Ridge Insurance Agency, Inc. dba. Yozell Associates
MarshBerry was financial adviser to West Ridge Insurance Agency, Inc. dba. Yozell Associates†
August 2019
The Liberty Company Insurance Brokers has secured debt financing.
MarshBerry served as financial advisor to The Liberty Company Insurance Brokers†
August 2019
Acquisition
Confie Seguros has acquired A book of business from Wescom Insurance Services, LLC
MarshBerry was financial adviser to Wescom Insurance Services, LLC†
August 2019
Acquisition
Acrisure, LLC has acquired A privately-held insruance agency in Texas
MarshBerry was financial adviser to the Seller
August 2019
Acquisition
AssuredPartners, Inc. has acquired Hester, Heitel & Associates, Inc.
MarshBerry was financial adviser to Hester, Heitel & Associates, Inc.†
August 2019
Acquisition
Sunstar Insurance Group, LLC has acquired The Meyer Group
MarshBerry was the financial adviser to Sunstar Insurance Group, LLC
July 2019
Acquisition
Arthur J. Gallagher & Co. has acquired The FDoyle Group, Inc. dba Direct To PolicyHolder
MarshBerry was financial adviser to The Novick Group, Inc.†
July 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Worksite Benefits Services, Inc.
MarshBerry was financial adviser to Worksite Benefit Services, Inc.†
July 2019
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
The Hilb Group, LLC has acquired Greenwald Berk Agency, LLC
MarshBerry was financial adviser to The Hilb Group, LLC
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 Porchlight Financial
MarshBerry was the financial adviser to Hub International Limited
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
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 Summit Financial Group, Inc.
MarshBerry was financial adviser to The Hilb Group, 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†
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.†
† Advisory services provided by MarshBerry Capital