Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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
July 2021
Acquisition
BRP Group, Inc. has acquired RogersGray, Inc.
MarshBerry was the financial adviser to RogersGray, Inc.†
June 2021
Acquisition
AssuredPartners, Inc. has acquired Sterling Insurance Group
MarshBerry was the financial adviser to Sterling Insurance Group
June 2021
Acquisition
Abry Partners has invested in Socius Insurance Services, Inc.
MarshBerry was the financial adviser to Socius Insurance Services, Inc.†
June 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Pittman Insurance Group, LLC
MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC
May 2021
Acquisition
Keystone Agency Investors has acquired The Yurconic Agency
MarshBerry was the financial adviser to Keystone Agency Investors
May 2021
Acquisition
Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
IMAS acted as the exclusive financial advisor to Mattioli Woods plc*
May 2021
Acquisition
Alera Group, Inc. has acquired Lamb Insurance Services
MarshBerry was financial adviser to Alera Group, Inc.
May 2021
Acquisition
Hub International Limited has acquired Ion Insurance Corporation
MarshBerry was financial adviser to Hub International Limited
May 2021
Acquisition
Hub International Limited has acquired Conover Insurance Services, LLC
MarshBerry was financial adviser to Conover Insurance Services, LLC†
May 2021
Acquisition
Alera Group, Inc. has acquired Direct Benefits, Inc.
MarshBerry was financial adviser to Direct Benefits, Inc.†
April 2021
Acquisition
PCF Insurance Services has acquired Hale & Associates
MarshBerry was the financial adviser to PCF Insurance Services
April 2021
Acquisition
Alera Group, Inc. has acquired Bell Insurance Services, LLC
MarshBerry was financial adviser to Alera Group, Inc.
April 2021
Acquisition
The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to The Liberty Company Insurance Brokers
† Advisory services provided by MarshBerry Capital