Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Seven Investment Management has acquired Partners Wealth Management
IMAS acted as the exclusive financial advisor to Partners Wealth Management*
October 2020
Acquisition NFP Corp. has acquired Santa Maria & Company MarshBerry was financial adviser to Santa Maria & Company†
October 2020
Acquisition JenCap, Inc. has acquired Landmark E&S Insurance Brokers, LLC MarshBerry was financial adviser to Landmark E&S Insurance Brokers, LLC†
October 2020
Acquisition Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc. MarshBerry was financial adviser to Hub International Limited
October 2020
Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
October 2020
Acquisition Alera Group, Inc. has acquired Legacy Risk & Insurance Services, LLC MarshBerry was financial adviser to Legacy Risk & Insurance Services, LLC†
September 2020
Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions MarshBerry was financial adviser to Keystone Agency Investors, LLC
September 2020
Acquisition Clear Insurance Management has acquired Brokerbility Holdings Limited
IMAS acted as the exclusive financial advisor to Brokerbility Holdings Limited*
September 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired Capstone Brokerage, Inc. MarshBerry was financial adviser to Capstone Brokerage, Inc.†
September 2020
Acquisition DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability MarshBerry was financial adviser to DOXA Insurance Holdings, LLC†
August 2020
Acquisition High Street Insurance Partners, Inc. has acquired Berkshire Agency, Inc. dba Capital Insurance Group MarshBerry was financial adviser to Berkshire Agency, Inc. dba Capital Insurance Group†
August 2020 
Acquisition Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc. MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
August 2020
Acquisition USI Insurance Services, LLC has acquired The Colburn Corporation d/b/a Colburn Group MarshBerry was financial adviser to The Colburn Corporation d/b/a Colburn Group†
August 2020 
Acquisition Patriot Growth Insurance Services, LLC has acquired Bowermaster & Associates Insurance Agency, Inc. MarshBerry was financial adviser to Bowermaster & Associates Insurance Agency, Inc.†
August 2020 
Acquisition Alera Group, Inc. has acquired Banasky Insurance, Inc. MarshBerry was financial adviser to Alera Group, Inc.
August 2020 
Acquisition Alera Group, Inc. has acquired Alper Services, LLC MarshBerry was financial adviser to Alper Services, LLC†
July 2020 
Acquisition USI Insurance Services, LLC has acquired Johnson Insurance Services MarshBerry was financial adviser to Johnson Insurance Services
July 2020
Acquisition Higginbotham Insurance Agency, Inc. has acquired American Financial Services, Inc. d/b/a Borden Insurance MarshBerry was financial adviser to American Financial Services, Inc. d/b/a Borden Insurance†
July 2020
Acquisition Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado MarshBerry was financial adviser to the Seller
July 2020
Acquisition Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services
IMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*
† Advisory services provided by MarshBerry Capital
