Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition DOXA Insurance Holdings, LLC has acquired Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC MarshBerry was financial adviser to Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC†
March 2020
Acquisition Consolidated Claims Group has acquired JMI Reports MarshBerry was financial adviser to JMI Reports†
February 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired Bagatta Associates, Inc. MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
February 2020
Acquisition USI Insurance Services, LLC has acquired Forté Benefits MarshBerry was financial adviser to Forté Benefits
February 2020
Acquisition AssuredPartners, Inc. has acquired Nevada West Business Insurance Agency, Inc. MarshBerry was financial adviser to Nevada West Business Insurance Agency, Inc.†
February 2020
Acquisition The Hilb Group, LLC has acquired Regency Insurance Group, LLC MarshBerry was financial adviser to The Hilb Group, LLC
January 2020 
Acquisition Patriot Growth Insurance Services, LLC has acquired a privately-held insurance agency in Iowa MarshBerry was financial adviser to the Seller
January 2020
Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Michigan MarshBerry was financial adviser to the Seller
January 2020
Acquisition Insgroup, Inc. has acquired Harris F. Underwood III, Inc. MarshBerry was financial adviser to Insgroup, Inc.†
January 2020
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc. MarshBerry was financial adviser to Lanier Upshaw, Inc.†
December 2019
Acquisition AmWINS Group, Inc. has acquired a book of business from Telamon Insurance & Financial Network MarshBerry was financial adviser to Telamon Insurance & Financial Network†
December 2019
Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Texas MarshBerry was financial adviser to the Seller†
December 2019
Acquisition Hub International Limited has acquired SilverStone Group MarshBerry was financial adviser to Hub International Limited
December 2019 
Acquisition USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLC MarshBerry was financial adviser to Marcotte Wealth Management, LLC
December 2019 Acquisition USI Insurance Services, LLC has acquired Marcotte Insurance Agency, Inc. MarshBerry was financial adviser to Marcotte Insurance Agency, Inc.†
December 2019 
Acquisition Hub International Limited has acquired Blair Jarcik Insurance Agency, Inc. MarshBerry was financial adviser to Blair Jarcik Insurance Agency, Inc.†
December 2019
Acquisition Worldwide Facilities, LLC has acquired Risk Management Advisory Group MarshBerry was financial adviser to Worldwide Facilities, LLC
November 2019 
Acquisition AssuredPartners, Inc. has acquired Star & Shield Insurance Services, LLC MarshBerry was financial adviser to Star & Shield Insurance Services, LLC
November 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
November 2019
iCap Downing Ventures and Gresham House Ventures have invested in Funding Xchange
IMAS acted as the exclusive financial advisor to Funding Xchange*
† Advisory services provided by MarshBerry Capital
