Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc.
MarshBerry was financial adviser to Hub International Limited
October 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
October 2020
Acquisition
Alera Group, Inc. has acquired Legacy Risk & Insurance Services, LLC
MarshBerry was financial adviser to Legacy Risk & Insurance Services, LLC†
September 2020
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
MarshBerry was financial adviser to Keystone Agency Investors, LLC
September 2020
Acquisition
Clear Insurance Management has acquired Brokerbility Holdings Limited
IMAS acted as the exclusive financial advisor to Brokerbility Holdings Limited*
September 2020
Acquisition
Patriot Growth Insurance Services, LLC has acquired Capstone Brokerage, Inc.
MarshBerry was financial adviser to Capstone Brokerage, Inc.†
September 2020
Acquisition
DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability
MarshBerry was financial adviser to DOXA Insurance Holdings, LLC†
August 2020
Acquisition
High Street Insurance Partners, Inc. has acquired Berkshire Agency, Inc. dba Capital Insurance Group
MarshBerry was financial adviser to Berkshire Agency, Inc. dba Capital Insurance Group†
August 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
August 2020
Acquisition
USI Insurance Services, LLC has acquired The Colburn Corporation d/b/a Colburn Group
MarshBerry was financial adviser to The Colburn Corporation d/b/a Colburn Group†
August 2020
Acquisition
Patriot Growth Insurance Services, LLC has acquired Bowermaster & Associates Insurance Agency, Inc.
MarshBerry was financial adviser to Bowermaster & Associates Insurance Agency, Inc.†
August 2020
Acquisition
Alera Group, Inc. has acquired Banasky Insurance, Inc.
MarshBerry was financial adviser to Alera Group, Inc.
August 2020
Acquisition
Alera Group, Inc. has acquired Alper Services, LLC
MarshBerry was financial adviser to Alper Services, LLC†
July 2020
Acquisition
USI Insurance Services, LLC has acquired Johnson Insurance Services
MarshBerry was financial adviser to Johnson Insurance Services
July 2020
Acquisition
Higginbotham Insurance Agency, Inc. has acquired American Financial Services, Inc. d/b/a Borden Insurance
MarshBerry was financial adviser to American Financial Services, Inc. d/b/a Borden Insurance†
July 2020
Acquisition
Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado
MarshBerry was financial adviser to the Seller
July 2020
Acquisition
Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services
IMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*
July 2020
Acquisition
Specialty Program Group LLC has acquired Beacon Hill Associates, Inc.
MarshBerry was financial adviser to Beacon Hill Associates, Inc.†
July 2020
Acquisition
Specialty Program Group, LLC has acquired Avant, LLC
MarshBerry was financial adviser to Avant, LLC†
July 2020
Acquisition
Hub International Limited has acquired Gus Bates Retirement Plan Services
MarshBerry was financial adviser to Gus Bates Retirement Plan Services†
† Advisory services provided by MarshBerry Capital
