Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Foundation Risk Partners has acquired a privately-held insurance agency in California MarshBerry was financial adviser to the Seller
September 2019
Acquisition The Hilb Group, LLC has acquired WNC Health Insurance MarshBerry was financial adviser to WNC Health Insurance†
September 2019
Acquisition Genstar Capital, LLC has acquired Worldwide Facilities, LLC from Lovell Minnick Partners, LLC MarshBerry was financial adviser to Genstar Capital, LLC
August 2019
Acquisition Alera Group, Inc. has acquired Benefit Commerce Group MarshBerry was financial adviser to Benefit Commerce Group†
August 2019
Acquisition Brown & Brown Insurance, Inc. has acquired West Ridge Insurance Agency, Inc. dba. Yozell Associates MarshBerry was financial adviser to West Ridge Insurance Agency, Inc. dba. Yozell Associates†
August 2019
Acquisition Confie Seguros has acquired A book of business from Wescom Insurance Services, LLC MarshBerry was financial adviser to Wescom Insurance Services, LLC†
August 2019
Acquisition Acrisure, LLC has acquired A privately-held insruance agency in Texas MarshBerry was financial adviser to the Seller
August 2019
Acquisition AssuredPartners, Inc. has acquired Hester, Heitel & Associates, Inc. MarshBerry was financial adviser to Hester, Heitel & Associates, Inc.†
August 2019
Acquisition Sunstar Insurance Group, LLC has acquired The Meyer Group MarshBerry was the financial adviser to Sunstar Insurance Group, LLC
July 2019
Acquisition Arthur J. Gallagher & Co. has acquired The FDoyle Group, Inc. dba Direct To PolicyHolder MarshBerry was financial adviser to The Novick Group, Inc.†
July 2019
Acquisition Patriot Growth Insurance Services, LLC has acquired Worksite Benefits Services, Inc. MarshBerry was financial adviser to Worksite Benefit Services, Inc.†
July 2019
Acquisition Mountain West Insurance & Financial Services, LLC has acquired Watson Insurance & Financial Group MarshBerry was financial adviser to Watson Insurance & Financial Group†
July 2019 
Acquisition Worldwide Facilities Holdings, LLC has acquired Benchmark Management Group, Inc. MarshBerry was financial adviser to Benchmark Management Group, Inc.†
July 2019 
Acquisition The Hilb Group, LLC has acquired Greenwald Berk Agency, LLC MarshBerry was financial adviser to The Hilb Group, LLC
July 2019 
Acquisition Alera Group, Inc. has acquired Landmark Benefits, Inc. MarshBerry was financial adviser to Landmark Benefits, Inc.†
July 2019
Acquisition Hub International Limited has acquired The Mechanic Group MarshBerry was financial adviser to Hub International Limited
June 2019
Acquisition PIB Group Limited has acquired the COBRA group of companies
IMAS acted as the exclusive financial advisor to Alto insurance Group Limited, the holding company for the COBRA group of companies*
June 2019
Acquisition Hub International Limited has acquired Porchlight Financial MarshBerry was the financial adviser to Hub International Limited
June 2019 
Acquisition Hub International Limited has acquired Foster & Parker Insurance Agency, Inc. MarshBerry was financial adviser to Foster & Parker Insurance Agency, Inc.†
May 2019
Acquisition Phoenix Equity Partners has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
† Advisory services provided by MarshBerry Capital
