Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Hilb Group, LLC has acquired HR Knowledge, Inc. MarshBerry was financial adviser to HR Knowledge, Inc.†
November 2017
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
Acquisition Vantage Insurance Services has acquired Maybury James Limited
IMAS acted as the exclusive financial advisor to Maybury James Limited*
October 2017 
Acquisition Hub International Limited has acquired Banyan Consulting Group, Inc. MarshBerry was the financial adviser to Banyan Consulting Group, Inc.†
October 2017
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 
Acquisition Hub International Limited has acquired Costello & Sons Insurance Brokers, Inc. MarshBerry was financial adviser to Costello & Sons Insurance Brokers, Inc.
September 2017
Acquisition PIB Group Limited has acquired Morton Michael
IMAS acted as the exclusive financial advisor to Morton Michael*
September 2017
Acquisition Sunstar Insurance Group, LLC has acquired P&C division and operations of Simmons Bank MarshBerry was financial adviser to Simmons Bank
September 2017 
Acquisition Hub International Limited has acquired Stellarus Benefits, Inc. MarshBerry was the financial adviser to Stellarus Benefits, Inc.
August 2017
Acquisition Fred C. Church, Inc. has acquired Duble & O'Hearn, Inc. MarshBerry was financial adviser to Duble & O’Hearn, Inc.
August 2017 
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
Acquisition Aon has acquired Portus Consulting
IMAS acted as the exclusive financial advisor to Portus Consulting*
June 2017 
Acquisition Alera Group, Inc. has acquired Group Benefits, LLC MarshBerry was financial adviser to Group Benefits, LLC†
June 2017
Acquisition Relation Insurance, Inc. has acquired has acquired personal and small commercial lines book of business from Liberty Company Insurance Brokers, LLC MarshBerry was financial adviser to Liberty Company Insurance Brokers, LLC
June 2017
Acquisition The Nexus Group has acquired Aquila Underwriting
IMAS acted as the exclusive financial advisor to Aquila Underwriting*
June 2017
Acquisition National Senior Insurance, Inc. unit Seeman Holtz Property and Casualty, Inc. has acquired Direct Choice Insurance Services, Inc. MarshBerry was financial adviser to Direct Choice Insurance Services, Inc.
June 2017
Acquisition Arthur J. Gallagher & Co. has acquired Northern Star Insurance Services MarshBerry was financial adviser to Northern Star Insurance Services
June 2017 
Acquisition Hub International Limited has acquired the assets of Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates MarshBerry was financial adviser to Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates
May 2017 
Acquisition Hub International Limited has acquired CIFS Inc. dba City Insurance Services Co. and its affiliates Silver City Insurance Services Inc. and J&C Financial Planning Inc. d/b/a MOA Financial Services MarshBerry was financial adviser to the Seller†
April 2017
Merger Hausmann-Johnson Insurance, Inc. has acquired The Benefit Services Group, Inc. MarshBerry was financial adviser to both Hausmann-Johnson Insurance, Inc. and The Benefit Services Group, Inc.
† Advisory services provided by MarshBerry Capital
