Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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
April 2021
MarshBerry served as financial advisor to NSI Insurance Group, Inc. in securing debt financing
MarshBerry served as financial advisor to NSI Insurance Group, Inc.†
April 2021
NSI Insurance Group, Inc. has secured debt financing.
MarshBerry served as financial advisor to NSI Insurance Group, Inc.†
April 2021
Acquisition
Hub International Limited has acquired Wyoming Financial Insurance
MarshBerry was financial adviser to Hub International Limited
April 2021
Acquisition
General Indemnity Group has acquired a privately-held insurance agency in Ohio
MarshBerry was the financial adviser to the Seller
April 2021
Acquisition
Alera Group, Inc. has acquired Boston Benefit Partners, LLC
MarshBerry was financial adviser to Boston Benefit Partners, LLC
April 2021
Acquisition
INSURICA has acquired Oklahoma Business Insurors Agency, LLC
MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC†
March 2021
Acquisition
J.M. Glendinning Limited has acquired Nowell & Richards Insurance Services Limited
IMAS acted as the exclusive financial advisor to Nowell & Richards Insurance Services Limited*
† Advisory services provided by MarshBerry Capital