Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
February 2018 Hub International Limited Der Manouel Insurance & Financial Services, Inc. Acquisition Hub International Limited has acquired Der Manouel Insurance & Financial Services, Inc.

MarshBerry was the financial adviser to Der Manouel Insurance & Financial Services, Inc.†

February 2018 Alera Group, Inc. Wilson Albers & Company LLC and certain related entities Acquisition Alera Group, Inc. has acquired Wilson Albers & Company LLC and certain related entities

MarshBerry was financial adviser to the Wilson Albers & Company LLC and certain entities†

January 2018 Seeman Holtz Property and Casualty, Inc. Xponent Employer Solutions, Inc. Acquisition Seeman Holtz Property and Casualty, Inc. has acquired Xponent Employer Solutions, Inc.

MarshBerry was financial adviser to Xponent Employer Solutions, Inc.†

December 2017 Acrisure, LLC Undisclosed Insurance Agency in California Acquisition Acrisure, LLC has acquired Undisclosed Insurance Agency in California

MarshBerry was financial adviser to the Seller

December 2017 Acrisure, LLC Undisclosed Independent Agency in Michigan Acquisition Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan

MarshBerry was financial adviser to the Seller

December 2017 Hub International Limited Desert Empire Insurance Services, Inc. Acquisition Hub International Limited has acquired Desert Empire Insurance Services, Inc.

MarshBerry was the financial adviser to Desert Empire Insurance Services, Inc.†

December 2017 Hilb Group, LLC Insurance Trustees, Inc. Acquisition Hilb Group, LLC has acquired Insurance Trustees, Inc.

MarshBerry was financial adviser to Insurance Trustees, Inc.†

November 2017 Hilb Group, LLC HR Knowledge, Inc. Acquisition Hilb Group, LLC has acquired HR Knowledge, Inc.

MarshBerry was financial adviser to HR Knowledge, Inc.†

November 2017 Hub International Limited Summit Financial Corp. and Summit Financial Insurance Agency Inc. Acquisition Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc.

MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.†

October 2017 Vantage Insurance Services Maybury James Limited Acquisition

Vantage Insurance Services has acquired Maybury James Limited

IMAS acted as the exclusive financial advisor to Maybury James Limited*

October 2017 Hub International Limited Banyan Consulting Group, Inc. Acquisition Hub International Limited has acquired Banyan Consulting Group, Inc.

MarshBerry was the financial adviser to Banyan Consulting Group, Inc.†

October 2017 GCG Financial, LLC an Alera Group, Inc. Company Axis Benefits Consultants, Inc. Acquisition GCG Financial, LLC an Alera Group, Inc. Company has acquired Axis Benefits Consultants, Inc.

MarshBerry was financial adviser to Axis Benefits Consultants, Inc.†

September 2017 Hub International Limited Costello & Sons Insurance Brokers, Inc. Acquisition Hub International Limited has acquired Costello & Sons Insurance Brokers, Inc.

MarshBerry was financial adviser to Costello & Sons Insurance Brokers, Inc.

September 2017 PIB Group Morton Michael Acquisition

PIB Group Limited has acquired Morton Michael

IMAS acted as the exclusive financial advisor to Morton Michael*

September 2017 Sunstar Insurance Group, LLC P&C division and operations of Simmons Bank Acquisition Sunstar Insurance Group, LLC has acquired P&C division and operations of Simmons Bank

MarshBerry was financial adviser to Simmons Bank

September 2017 Hub International Limited Stellarus Benefits, Inc. Acquisition Hub International Limited has acquired Stellarus Benefits, Inc.

MarshBerry was the financial adviser to Stellarus Benefits, Inc.

August 2017 Fred C. Church, Inc.  Duble & O'Hearn, Inc. Acquisition Fred C. Church, Inc.  has acquired Duble & O'Hearn, Inc.

MarshBerry was financial adviser to Duble & O’Hearn, Inc.

August 2017 Hub International Limited the assets of East West Insurance Services, Inc. from East West Bank Acquisition Hub International Limited has acquired the assets of East West Insurance Services, Inc. from East West Bank

MarshBerry was financial adviser to East West Insurance Services, Inc. and East West Bank

July 2017 Aon Portus Consulting Acquisition

Aon has acquired Portus Consulting

IMAS acted as the exclusive financial advisor to Portus Consulting*

June 2017 Alera Group, Inc. Group Benefits, LLC Acquisition Alera Group, Inc. has acquired Group Benefits, LLC

MarshBerry was financial adviser to Group Benefits, LLC†

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital