Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations
MarshBerry was the financial adviser to Caitlin Morgan Insurance Services†
September 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management
MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC
September 2021
Acquisition
PIB Group has acquired JRT Insurance Brokers
IMAS acted as the exclusive financial advisor to JRT Insurance Brokers*
September 2021
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in Utah
MarshBerry was financial adviser to the Seller
September 2021
Acquisition
PCF Insurance Services has acquired Good's Insurance Agency, Inc.
MarshBerry was financial adviser to Good’s Insurance Agency, Inc.
September 2021
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Missouri
MarshBerry was financial adviser to the Seller
September 2021
Acquisition
Marsh McLennan Agency has acquired Vaaler Insurance, Inc.
MarshBerry was the financial adviser to Vaaler Insurance, Inc.†
August 2021
Acquisition
Alera Group, Inc. has acquired Risk Consulting Partners
MarshBerry was the financial adviser to Risk Consulting Partners†
August 2021
Acquisition
Risk Strategies has acquired Danna-Gracey
MarshBerry was the financial adviser to Risk Strategies
August 2021
Acquisition
PCF Insurance Services has acquired Levi & Associates Insurance
MarshBerry was financial adviser to PCF Insurance Services
August 2021
Acquisition
World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.
MarshBerry was the financial adviser to World Insurance Associates, LLC
August 2021
Acquisition
BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group
MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group†
July 2021
Acquisition
Alera Group, Inc. has acquired Fringe Benefit Analysts
MarshBerry was financial adviser to Alera Group, Inc.
July 2021
Acquisition
PCF Insurance Services has acquired Gordon Insurance
MarshBerry was financial adviser to Gordon Insurance
July 2021
Acquisition
Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York
MarshBerry was financial adviser to the Seller
July 2021
Acquisition
PCF Insurance Services has acquired Rice Insurance, LLC
MarshBerry was financial adviser to Rice Insurance, LLC†
July 2021
Acquisition
The Hilb Group, LLC has acquired Braddon Insurance Advisors
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
The Hilb Group, LLC has acquired Ryan Harris Insurance and Financial Services, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
The Hilb Group, LLC has acquired Harvey Insurance Agency, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
† Advisory services provided by MarshBerry Capital