Transactions
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† Advisory services provided by MarshBerry Capital
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.†
February 2018
Acquisition
Alera Group, Inc. has acquired Wilson Albers & Company LLC and certain related entities
MarshBerry was financial adviser to the Wilson Albers & Company LLC and certain entities†
January 2018
Acquisition
Seeman Holtz Property and Casualty, Inc. has acquired Xponent Employer Solutions, Inc.
MarshBerry was financial adviser to Xponent Employer Solutions, Inc.†
December 2017
Acquisition
Acrisure, LLC has acquired Undisclosed Insurance Agency in California
MarshBerry was financial adviser to the Seller
December 2017
Acquisition
Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan
MarshBerry was financial adviser to the Seller
December 2017
Acquisition
Hub International Limited has acquired Desert Empire Insurance Services, Inc.
MarshBerry was the financial adviser to Desert Empire Insurance Services, Inc.†
December 2017
Acquisition
Hilb Group, LLC has acquired Insurance Trustees, Inc.
MarshBerry was financial adviser to Insurance Trustees, Inc.†
† Advisory services provided by MarshBerry Capital