Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Alera Group, Inc. has acquired TriSure Corporation
MarshBerry was financial adviser to Alera Group, 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
Diversified Insurance Industries, Inc. has acquired McQuade Consulting, LLC
MarshBerry was financial adviser to Diversified Insurance Industries, Inc.
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
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Arrow Benefits Group
MarshBerry was the financial adviser to Arrow Benefits Group
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired BenefitsTexas, Inc.
MarshBerry was the financial adviser to BenefitsTexas, Inc.
January 2019
MarshBerry was the financial adviser to Bridgeport Benefits, Inc.
January 2019
Acquisition
Alera Group, Inc. has acquired Broad Reach Benefits, Inc.
MarshBerry was financial adviser to Broad Reach Benefits, Inc.†
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired California Corporate Benefits Insurance Services
MarshBerry was the financial adviser to California Corporate Benefits Insurance Services
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Campbell Petrie, Inc.
MarshBerry was the financial adviser to Campbell Petrie, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Churchill & Associates Insurance Services, Inc.
MarshBerry was the financial adviser to Churchill & Associates Insurance Services, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Creative Group Benefits, Inc.
MarshBerry was the financial adviser to Creative Group Benefits, Inc.
January 2019
MarshBerry was the financial adviser to HGS Insurance Services, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Innovative Cost Management Services, Inc.
MarshBerry was the financial adviser to Innovative Cost Management Services
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Intrepid Solutions Insurance Services, Inc.
MarshBerry was the financial adviser to Intrepid Solutions Insurance Services, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Maniaci Insurance Services, Inc.
MarshBerry was the financial adviser to Maniaci Insurance Services, Inc.
January 2019
Acquisition
BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Nevada
MarshBerry was financial adviser to the Seller
† Advisory services provided by MarshBerry Capital