Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
PIB Group Limited has acquired Wheatley Wright Insurance Services and Online Risk Solutions
IMAS acted as the exclusive financial advisor to Wheatley Wright Insurance Services and Online Risk Solutions*
July 2018
Acquisition
Hilb Group, LLC has acquired Southern Maryland Insurance, Inc.
MarshBerry was the financial adviser to Hilb Group, LLC
June 2018
Acquisition
Alera Group, Inc. has acquired Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.
MarshBerry was financial adviser to Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.†
May 2018
Acquisition
Vantage Insurance Services has acquired Fresh Insurance Services Group Limited
IMAS acted as the exclusive financial advisor to Fresh Insurance Services Group Limited*
May 2018
Acquisition
USI Insurance Services, LLC has acquired CHS Insurance Services, LLC and Certain Related Entities from CHS, Inc.
MarshBerry was financial adviser to CHS, Inc., CHS Insurance Services, LLC
May 2018
Acquisition
Alera Group, Inc. has acquired Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin
MarshBerry was financial adviser to Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin
May 2018
Acquisition
Alera Group, Inc. has acquired Dickerson Employee Benefits, Inc.
MarshBerry was financial adviser to Dickerson Employee Benefits, Inc.†
May 2018
Acquisition
Hub International Limited has acquired Les Avantages Sociaux Delta Inc., operating as the dElta Group
MarshBerry was financial adviser to Hub International Limited
April 2018
Acquisition
Seeman Holtz Property and Casualty, Inc. has acquired Elton Porter Marine Insurance Agency, Inc.
MarshBerry was financial adviser to Elton Porter Marine Insurance Agency, Inc.
April 2018
Acquisition
Alera Group, Inc. has acquired Tippett Moorhead Financial Partners LLC dba Tippett Moorhead & Haden Insurance Services, LLC
MarshBerry was financial adviser to Alera Group, Inc.
April 2018
Acquisition
Stackhouse Poland has acquired Honour Point Limited
IMAS acted as the exclusive financial advisor to Stackhouse Poland*
April 2018
Acquisition
PIB Group Limited has acquired Wilby (Group) Limited
IMAS acted as the exclusive financial advisor to Wilby (Group) Limited*
April 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Ohio
MarshBerry was financial adviser to the Seller
April 2018
Acquisition
Specialty Program Group, LLC has acquired Norman-Spencer Agency, Inc. (the marine and crane divisions)
MarshBerry was financial adviser to Specialty Program Group, LLC
April 2018
Acquisition
Hub International Limited has acquired The Benefits Company, Inc.
MarshBerry was financial adviser to Hub International Limited
April 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to the Seller
April 2018
Acquisition
Acrisure, LLC has acquired HNI Risk Services, LLC
MarshBerry was financial adviser to HNI Risk Services, LLC
March 2018
Acquisition
Hub International Limited has acquired Spectra Management, LLC
MarshBerry was the financial adviser to Hub International Limited
March 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Michigan
MarshBerry was financial adviser to the Seller
February 2018
Acquisition
Long Ridge Equity Partners LLC has acquired SALI Fund Management, LLC dba SALI Fund Services, LLC
MarshBerry was financial adviser to SALI Fund Management, LLC d/b/a SALI Fund Services, LLC
† Advisory services provided by MarshBerry Capital