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† Advisory services provided by MarshBerry Capital
Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company
February 2018
Acquisition
Alera Group, Inc. has acquired Davidson Benefits Planning, LLC
MarshBerry was financial adviser to Alera Group, Inc.
February 2018
Acquisition
Hub International Limited has acquired Der Manouel Insurance & Financial Services, Inc.
MarshBerry was the financial adviser to Der Manouel Insurance & Financial Services, Inc.†
February 2018
Acquisition
Alera Group, Inc. has acquired Spring Consulting Group, LLC
MarshBerry was financial adviser to Alera Group, Inc.
February 2018
Acquisition
Alera Group, Inc. has acquired Wilson Albers & Company LLC and certain related entities
MarshBerry was financial adviser to the Wilson Albers & Company LLC and certain entities†
January 2018
Acquisition
Seeman Holtz Property and Casualty, Inc. has acquired Xponent Employer Solutions, Inc.
MarshBerry was financial adviser to Xponent Employer Solutions, Inc.†
January 2018
Acquisition
Hub International Limited has acquired Belyer Insurance Limited dba EasyInsure
MarshBerry was financial adviser to Hub International Limited
January 2018
Acquisition
Sunstar Insurance Group, LLC has acquired the Jonesboro, AR agency operations from Stephens Insurance
MarshBerry was financial adviser to Sunstar Insurance Group, LLC
December 2017
Acquisition
Acrisure, LLC has acquired Undisclosed Insurance Agency in California
MarshBerry was financial adviser to the Seller
December 2017
Acquisition
Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan
MarshBerry was financial adviser to the Seller
December 2017
Merger
R. N. Fey Company, Inc. has merged with Beaton Insurance Agency, LLC
MarshBerry was financial adviser to the R. N. Fey Company, Inc. and Beaton Insurance Agency, LLC
December 2017
Acquisition
Hub International Limited has acquired Contractor's Services, Inc.
MarshBerry was the financial adviser to Hub International Limited
December 2017
Acquisition
Hub International Limited has acquired Surety Services, LLC
MarshBerry was the financial adviser to Hub International Limited
December 2017
Acquisition
Hub International Limited has acquired Desert Empire Insurance Services, Inc.
MarshBerry was the financial adviser to Desert Empire Insurance Services, Inc.†
December 2017
Acquisition
Hilb Group, LLC has acquired Insurance Trustees, Inc.
MarshBerry was financial adviser to Insurance Trustees, Inc.†
November 2017
Acquisition
Reschini Agency, Inc. has acquired majority ownership of S&T-Evergreen Insurance, LLC
MarshBerry was financial adviser to Reschini Agency, Inc.
November 2017
Acquisition
Hilb Group, LLC has acquired HR Knowledge, Inc.
MarshBerry was financial adviser to HR Knowledge, Inc.†
November 2017
Acquisition
Hilb Group, LLC has acquired the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.
MarshBerry was financial adviser to Hilb Group, LLC
November 2017
Acquisition
Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc.
MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.†
October 2017
Acquisition
Prime Risk Partners, Inc. has acquired Gunn, Steers & Company, LLC
MarshBerry was financial adviser to Prime Risk Partners, Inc.
† Advisory services provided by MarshBerry Capital