Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Arthur J. Gallagher & Co. has acquired International Employee Benefit Solutions, Inc
MarshBerry was financial adviser to International Employee Benefit Solutions, Inc.
August 2018
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates
MarshBerry was the financial adviser to Montoya & Associates†
August 2018
Acquisition
Marsh, LLC has acquired Wortham LLC, General Partner, John L. Wortham & Son, L.P.
MarshBerry was the financial adviser for Wortham LLC, General Partner, John L. Wortham & Son, L.P.†
August 2018
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates, LLC dba Montoya & Associates, Montoya Property & Casualty Insurance, LLC and Montoya Employer Services, LLC
MarshBerry was the financial adviser to the Seller†
July 2018
Acquisition
PIB Group Limited has acquired Wheatley Wright Insurance Services and Online Risk Solutions
IMAS acted as the exclusive financial advisor to Wheatley Wright Insurance Services and Online Risk Solutions*
June 2018
Acquisition
Alera Group, Inc. has acquired Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.
MarshBerry was financial adviser to Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.†
May 2018
Acquisition
Vantage Insurance Services has acquired Fresh Insurance Services Group Limited
IMAS acted as the exclusive financial advisor to Fresh Insurance Services Group Limited*
May 2018
Acquisition
USI Insurance Services, LLC has acquired CHS Insurance Services, LLC and Certain Related Entities from CHS, Inc.
MarshBerry was financial adviser to CHS, Inc., CHS Insurance Services, LLC
May 2018
Acquisition
Alera Group, Inc. has acquired Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin
MarshBerry was financial adviser to Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin
May 2018
Acquisition
Alera Group, Inc. has acquired Dickerson Employee Benefits, Inc.
MarshBerry was financial adviser to Dickerson Employee Benefits, Inc.†
April 2018
Acquisition
Seeman Holtz Property and Casualty, Inc. has acquired Elton Porter Marine Insurance Agency, Inc.
MarshBerry was financial adviser to Elton Porter Marine Insurance Agency, Inc.
April 2018
Acquisition
PIB Group Limited has acquired Wilby (Group) Limited
IMAS acted as the exclusive financial advisor to Wilby (Group) Limited*
April 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Ohio
MarshBerry was financial adviser to the Seller
April 2018
Acquisition
Worldwide Facilities, LLC has acquired Tennant Risk Services Insurance Agency, LLC
MarshBerry was financial adviser to Tennant Risk Services Insurance Agency, LLC
April 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to the Seller
April 2018
Acquisition
Acrisure, LLC has acquired HNI Risk Services, LLC
MarshBerry was financial adviser to HNI Risk Services, LLC
March 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Michigan
MarshBerry was financial adviser to the Seller
February 2018
Acquisition
Long Ridge Equity Partners LLC has acquired SALI Fund Management, LLC dba SALI Fund Services, LLC
MarshBerry was financial adviser to SALI Fund Management, LLC d/b/a SALI Fund Services, LLC
February 2018
Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company
February 2018
Acquisition
Hub International Limited has acquired Der Manouel Insurance & Financial Services, Inc.
MarshBerry was the financial adviser to Der Manouel Insurance & Financial Services, Inc.†
† Advisory services provided by MarshBerry Capital