Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
BRP Group, Inc. has acquired Performance Bonding Surety & Insurance Brokerage, L.P.
MarshBerry was the financial advisor to Performance Bonding Surety & Insurance Brokerage, L.P.†
December 2021
Acquisition
Univest Insurance, Inc has acquired Paul I. Sheaffer Insurance Agency
MarshBerry was the financial advisor to Paul I. Sheaffer Insurance Agency
December 2021
Acquisition
Marsh McLennan Agency has acquired InSource Group, LLC
MarshBerry was the financial advisor to InSource Group, LLC†
December 2021
Acquisition
Alera Group, Inc. has acquired Heist Insurance Agency, Inc.
MarshBerry was the financial advisor to Heist Insurance Agency, Inc.†
December 2021
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was the financial advisor to the Seller
December 2021
Acquisition
Alera Group, Inc. has acquired The D.B.L Center Ltd.
MarshBerry was the financial advisor to The D.B.L Center Ltd.†
December 2021
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
MarshBerry was the financial advisor to PCF Insurance Services
November 2021
The Hilb Group, LLC has acquired Clark & Lavey Benefits Solutions, Inc.
MarshBerry was the financial advisor to Clark & Lavey Benefits Solutions, Inc.†
November 2021
Acquisition
HSB has acquired MD Group of Companies
IMAS acted as the exclusive financial advisor to the MD Group of Companies*
November 2021
Acquisition
Foundation Risk Partners has acquired a privately-held insurance agency in Florida
MarshBerry served as the financial advisor to the Seller
November 2021
Acquisition
Risk Strategies has acquired Meeker Sharkey Associates, LLC
MarshBerry was the financial advisor to Meeker Sharkey Associates, LLC
November 2021
Acquisition
Alera Group, Inc. has acquired McSherry & Hudson, LLC
MarshBerry was the financial advisor to McSherry & Hudson, LLC
November 2021
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was the financial advisor to the Seller
October 2021
Acquisition
Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.
MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021
Acquisition
Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group
MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021
Acquisition
Gallagher Holdings (UK) Limited has acquired Manchester Underwriting Agencies Limited
IMAS acted as the exclusive financial advisor to Manchester Underwriting Agencies Limited*
October 2021
Acquisition
PCF Insurance Services has acquired Magellan HCM
MarshBerry was the financial advisor to PCF Insurance Services
October 2021
Acquisition
BRP Group, Inc. has acquired AURA Holdings, LLC
MarshBerry was the financial advisor to AURA Holdings, LLC
October 2021
Acquisition
BRP Group, Inc. has acquired American Union Risk Management, LLC
MarshBerry was the financial advisor to American Union Risk Management, LLC
October 2021
BRP Group, Inc. has acquired American Union Risk Associates, LLC
MarshBerry was the financial advisor to American Union Risk Associates, LLC
† Advisory services provided by MarshBerry Capital