Transactions

The Leader in Merger & Acquisition Transactions.

Home » Financial Advisory » Transactions

Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2016 Alera Group, Inc. HP Planning, LLC dba CBP and/or Creative Benefit Planning Acquisition Alera Group, Inc. has acquired HP Planning, LLC dba CBP and/or Creative Benefit Planning

MarshBerry was financial adviser to HP Planning, LLC dba CBP and/or Creative Benefit Planning

 December 2016 Alera Group, Inc. Centennial Group Benefits and Insurance Services, Inc. Acquisition Alera Group, Inc. has acquired Centennial Group Benefits and Insurance Services, Inc.

MarshBerry was financial adviser to Centennial Group Benefits and Insurance Services, Inc.

 December 2016 Alera Group, Inc. Coury Health Services, Inc. Acquisition Alera Group, Inc. has acquired Coury Health Services, Inc.

MarshBerry was financial adviser to Coury Health Services, Inc.

 December 2016 Alera Group, Inc. Corporate Plans, Inc. dba CPI-HR Acquisition Alera Group, Inc. has acquired Corporate Plans, Inc. dba CPI-HR

MarshBerry was financial adviser to Corporate Plans, Inc. dba CPI-HR

 December 2016 Alera Group, Inc. Forum Benefits, Inc. Acquisition Alera Group, Inc. has acquired Forum Benefits, Inc.

MarshBerry was financial adviser to Forum Benefits, Inc.

 December 2016 Alera Group, Inc. GCG Financial, Inc Acquisition Alera Group, Inc. has acquired GCG Financial, Inc

MarshBerry was financial adviser to the GCG Financial, Inc

 December 2016 Alera Group, Inc. K.B. Group Services, Inc. dba Group Services, Inc Acquisition Alera Group, Inc. has acquired K.B. Group Services, Inc. dba Group Services, Inc

MarshBerry was financial adviser to K.B. Group Services, Inc. dba Group Services, Inc.

 December 2016 Alera Group, Inc. Hampson Mowrer Agency, Inc. dba Hampson Mowrer Kreitz Agency Acquisition Alera Group, Inc. has acquired Hampson Mowrer Agency, Inc. dba Hampson Mowrer Kreitz Agency

MarshBerry was financial adviser to Hampson Mowrer Agency, Inc. dba Hampson Mowrer Kreitz Agency

 December 2016 Alera Group, Inc. INGROUP Associates, Inc. Acquisition Alera Group, Inc. has acquired INGROUP Associates, Inc.

MarshBerry was financial adviser to INGROUP Associates, Inc.

 December 2016 Alera Group, Inc. J.A. Counter & Associates, Inc. Acquisition Alera Group, Inc. has acquired J.A. Counter & Associates, Inc.

MarshBerry was financial adviser to J.A. Counter & Associates, Inc.

 December 2016 Alera Group, Inc. Pentra, Inc. Acquisition Alera Group, Inc. has acquired Pentra, Inc.

MarshBerry was financial adviser to Pentra, Inc.

 December 2016 Alera Group, Inc. MFG Retirement Systems, Inc. dba PWA Insurance Services Acquisition Alera Group, Inc. has acquired MFG Retirement Systems, Inc. dba PWA Insurance Services

MarshBerry was financial adviser to MFG Retirement Systems, Inc. dba PWA Insurance Services

 December 2016 Alera Group, Inc. Robert G. Relph Agency, Inc. dba Relph Benefit Advisors & Flexible Benefits System, Inc. Acquisition Alera Group, Inc. has acquired Robert G. Relph Agency, Inc. dba Relph Benefit Advisors & Flexible Benefits System, Inc.

MarshBerry was financial adviser to Robert G. Relph Agency, Inc. dba Relph Benefit Advisors & Flexible Benefits System, Inc

 December 2016 Alera Group, Inc. Shirazi-Miller Benefits, LLC Acquisition Alera Group, Inc. has acquired Shirazi-Miller Benefits, LLC

MarshBerry was financial adviser to Shirazi-Miller Benefits, LLC

 December 2016 Alera Group, Inc. Silberstein Insurance Group, LLC Acquisition Alera Group, Inc. has acquired Silberstein Insurance Group, LLC

MarshBerry was financial adviser to Silberstein Insurance Group, LLC

 December 2016 Alera Group, Inc. TRUEBenefits, LLC Acquisition Alera Group, Inc. has acquired TRUEBenefits, LLC

MarshBerry was financial adviser to TRUEBenefits, LLC

 December 2016 Acrisure, LLC a privately-held insurance agency in Pennsylvania Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was financial adviser to the Seller

 December 2016 Alera Group, Inc. Virtus Benefits, LLC Acquisition Alera Group, Inc. has acquired Virtus Benefits, LLC

MarshBerry was financial adviser to Virtus Benefits, LLC

 December 2016 Acrisure, LLC A Book of Business from a Privately-Held Insurance Agency in Alaska Acquisition Acrisure, LLC has acquired A Book of Business from a Privately-Held Insurance Agency in Alaska

MarshBerry was financial adviser to the Seller

 December 2016 Berends Hendricks Stuit Insurance Agency, Inc. Strategic Employee Benefit Services of Western Michigan, LLC Acquisition Berends Hendricks Stuit Insurance Agency, Inc. has acquired Strategic Employee Benefit Services of Western Michigan, LLC

MarshBerry was financial adviser to Strategic Employee Benefit Services of Western Michigan, LLC
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital