Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
December 2018
Acquisition
JenCap Inc. has acquired Risk Innovations, LLC
MarshBerry was financial adviser to Risk Innovations, LLC
November 2018
Acquisition
Great American Holdings Inc. has acquired ABA Insurance Services Inc., a wholly owned subsidiary of American Bankers Mutual Insurance, Ltd.
MarshBerry was financial adviser to ABA Insurance Services Inc., a wholly owned subsidiary of American Bankers Mutual Insurance, Ltd.
November 2018
Acquisition
Alera Group, Inc. has acquired Bailey & Company Benefits Group
MarshBerry was financial adviser to Bailey & Company Benefits Group†
November 2018
Acquisition
Scottish Friendly has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
November 2018
Acquisition
Aviva plc has acquired Neos Ventures Ltd
IMAS acted as the exclusive financial advisor to Neos Ventures Ltd*
October 2018
Acquisition
Sunstar Insurance Group, LLC has acquired GIG of Missouri, Inc. dba The Insurancenter from Arthur J. Glatfelter, Inc.
MarshBerry was financial adviser to Arthur J. Glatfelter, Inc. in the sale of its wholly owned subsidiary, GIG of Missouri, Inc.
October 2018
Acquisition
Alera Group, Inc. has acquired Distinctive Insurance, Inc. and Affiliates
MarshBerry was financial adviser to Distinctive Insurance, Inc. and Affiliates†
October 2018
Acquisition
Alera Group, Inc. has acquired GLB & AP, LLC dba GLB Insurance Group of Nevada
MarshBerry was financial adviser to GLB & AP, LLC dba GLB Insurance Group of Nevada†
October 2018
Acquisition
Hub International Limited has acquired Liberty New Gate Insurance Services, LLC
MarshBerry was financial adviser to Liberty New Gate Insurance Services, LLC
September 2018
Acquisition
Worldwide Facilities, LLC has acquired McClelland & Hine, Inc.
MarshBerry was financial adviser to McClelland & Hine, Inc.
September 2018
Acquisition
Arthur J. Gallagher & Co. has acquired Rogers & Young Insurance Services, LLC
MarshBerry was financial adviser to Rogers & Young Insurance Services, LLC†
August 2018
Acquisition
USI Insurance Services, LLC has acquired The Gaudreau Group, Inc.
MarshBerry was financial adviser to The Gaudreau Group, Inc.†
August 2018
Acquisition
Alera Group, Inc. has acquired Burnham Financial Services, LLC dba Burnham Benefit Advisors
MarshBerry was financial adviser to Burnham Financial Services, LLC dba Burnham Benefit Advisors†
August 2018
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.†
† Advisory services provided by MarshBerry Capital