Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Oakbridge Insurance Agency, LLC has acquired Waites & Foshee Insurance, Inc.
MarshBerry was financial adviser to Waites & Foshee Insurance, Inc.†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency
MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Founders Insurance Group, LLC
MarshBerry was financial adviser to Founders Insurance Group, LLC†
December 2020
Acquisition
One80 Intermediaries has acquired Safeware Insurance Agency, Inc.
MarshBerry was financial adviser to Safeware Insurance Agency, Inc.†
December 2020
Acquisition
Wilton Group Limited has acquired IOMA Group of Companies
IMAS acted as the exclusive financial advisor to the IOMA Group of Companies*
December 2020
Acquisition
Gresham House plc has acquired Appian Asset Management Limited
IMAS acted as the exclusive financial advisor to Appian Asset Management Limited*
December 2020
Acquisition
DOXA Insurance Holdings, LLC has acquired Marine Underwriters of America
MarshBerry was financial adviser to Marine Underwriters of America†
December 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Texas
MarshBerry was financial adviser to the Seller
December 2020
Acquisition
Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.
MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.†
December 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Illinois
MarshBerry was financial adviser to the Seller
November 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
November 2020
Acquisition
World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance)
MarshBerry was financial adviser to World Insurance Associates, LLC
November 2020
Acquisition
Howden Group has acquired Safeonline
IMAS acted as the exclusive financial advisor to Safeonline*
November 2020
Acquisition
Aston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin
IMAS acted as the exclusive financial advisor to MS Amlin*
November 2020
Acquisition
Apiary Capital has acquired Radiant Financial Group
IMAS acted as the exclusive financial advisor to Radiant Financial Group*
November 2020
Acquisition
PayPoint has acquired i-movo
IMAS acted as the exclusive financial advisor to i-movo*
November 2020
iCap
Souter Investments and Manfield Partners have invested in LIKEZERO Limted
IMAS acted as the exclusive financial advisor to LIKEZERO Limited*
November 2020
Acquisition
BRP Group, Inc. has acquired Insgroup, Inc.
MarshBerry was financial adviser to Insgroup, Inc.†
November 2020
Acquisition
Heffernan Insurance Brokers has acquired PNL Insurance Services
MarshBerry was financial adviser to PNL Insurance Services†
November 2020
Merger
Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC
MarshBerry was financial adviser to Higginbotham Insurance Agency, Inc
† Advisory services provided by MarshBerry Capital