Transactions
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† Advisory services provided by MarshBerry Capital
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
July 2021
Acquisition
Scottish American has acquired FastComp.com, LLC
MarshBerry was the financial adviser to FastComp.com, LLC†
July 2021
Acquisition
The Hilb Group, LLC has acquired Ronnie Shriner Insurance Agency, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
Scottish American has acquired Kaliff Insurance
MarshBerry was the financial adviser to Kaliff Insurance†
July 2021
Acquisition
The Hilb Group, LLC has acquired Easley Hendrick Insurance & Financial
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
The Hilb Group, LLC has acquired Mayo Insurance Agency, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
Alera Group, Inc has acquired New England Benefits Company
MarshBerry served as financial adviser to Alera Group, Inc.
July 2021
Acquisition
Keystone Agency Investors has acquired Árachas Group, LLC
MarshBerry was the financial adviser to Keystone Agency Investors
July 2021
Acquisition
Scottish American has acquired Universal Insurance Group
MarshBerry was the financial adviser to Scottish American
† Advisory services provided by MarshBerry Capital