Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Alera Group, Inc. has acquired American Insurance Administrators, Inc. dba AIA Benefits Resource Group
MarshBerry was financial adviser to American Insurance Administrators, Inc. dba AIA Benefits Resource Group American Insurance Administrators, Inc. dba AIA Benefits Resource Group
December 2016
Acquisition
Alera Group, Inc. has acquired Brown & Noyes, LLC dba Ardent Solutions
MarshBerry was financial adviser to Brown & Noyes, LLC dba Ardent Solutions
December 2016
Acquisition
Alera Group, Inc. has acquired Beacon Retiree Benefits Group LLC
MarshBerry was financial adviser to Beacon Retiree Benefits Group, LLC
December 2016
Acquisition
Alera Group, Inc. has acquired Benefit Advisors Network, LLC dba BAN
MarshBerry was financial adviser to Benefit Advisors Network, LLC dba BAN
December 2016
Acquisition
Alera Group, Inc. has acquired Benico, Ltd.
MarshBerry was financial adviser to Benico, Ltd.
December 2016
Acquisition
Alera Group, Inc. has acquired C. M. Smith Agency, Inc.
MarshBerry was financial adviser to C.M. Smith Agency, Inc.
December 2016
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
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
Acquisition
Alera Group, Inc. has acquired Coury Health Services, Inc.
MarshBerry was financial adviser to Coury Health Services, Inc.
December 2016
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
Acquisition
Alera Group, Inc. has acquired Forum Benefits, Inc.
MarshBerry was financial adviser to Forum Benefits, Inc.
December 2016
Acquisition
Alera Group, Inc. has acquired GCG Financial, Inc
MarshBerry was financial adviser to the GCG Financial, Inc
December 2016
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
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
Acquisition
Alera Group, Inc. has acquired INGROUP Associates, Inc.
MarshBerry was financial adviser to INGROUP Associates, Inc.
December 2016
Acquisition
Alera Group, Inc. has acquired J.A. Counter & Associates, Inc.
MarshBerry was financial adviser to J.A. Counter & Associates, Inc.
December 2016
Acquisition
Alera Group, Inc. has acquired Pentra, Inc.
MarshBerry was financial adviser to Pentra, Inc.
December 2016
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
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
Acquisition
Alera Group, Inc. has acquired Shirazi-Miller Benefits, LLC
MarshBerry was financial adviser to Shirazi-Miller Benefits, LLC
† Advisory services provided by MarshBerry Capital