Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
PIB Group Limited has acquired Morton Michael
IMAS acted as the exclusive financial advisor to Morton Michael*
September 2017
Acquisition
Sunstar Insurance Group, LLC has acquired P&C division and operations of Simmons Bank
MarshBerry was financial adviser to Simmons Bank
September 2017
Acquisition
Hub International Limited has acquired Stellarus Benefits, Inc.
MarshBerry was the financial adviser to Stellarus Benefits, Inc.
August 2017
Acquisition
Hub International Limited has acquired Coordinated Resources Group, LLC
MarshBerry was financial adviser to Hub International Limited
August 2017
Acquisition
Fred C. Church, Inc. has acquired Duble & O'Hearn, Inc.
MarshBerry was financial adviser to Duble & O’Hearn, Inc.
August 2017
Acquisition
Hub International Limited has acquired the assets of East West Insurance Services, Inc. from East West Bank
MarshBerry was financial adviser to East West Insurance Services, Inc. and East West Bank
August 2017
Acquisition
Hub International Limited has acquired Rogers, Gunter, Vaughn Insurance, Inc.
MarshBerry was financial adviser to Hub International Limited
June 2017
Acquisition
Alera Group, Inc. has acquired Group Benefits, LLC
MarshBerry was financial adviser to Group Benefits, LLC†
June 2017
Acquisition
Relation Insurance, Inc. has acquired has acquired personal and small commercial lines book of business from Liberty Company Insurance Brokers, LLC
MarshBerry was financial adviser to Liberty Company Insurance Brokers, LLC
June 2017
Acquisition
The Nexus Group has acquired Aquila Underwriting
IMAS acted as the exclusive financial advisor to Aquila Underwriting*
June 2017
Acquisition
National Senior Insurance, Inc. unit Seeman Holtz Property and Casualty, Inc. has acquired Direct Choice Insurance Services, Inc.
MarshBerry was financial adviser to Direct Choice Insurance Services, Inc.
June 2017
Acquisition
Arthur J. Gallagher & Co. has acquired Northern Star Insurance Services
MarshBerry was financial adviser to Northern Star Insurance Services
June 2017
Acquisition
Hub International Limited has acquired the assets of Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates
MarshBerry was financial adviser to Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates
May 2017
Acquisition
Workers Credit Union has acquired Braley Wellington Insurance Group
MarshBerry was financial adviser to Workers Credit Union
May 2017
Acquisition
Hub International Limited has acquired CIFS Inc. dba City Insurance Services Co. and its affiliates Silver City Insurance Services Inc. and J&C Financial Planning Inc. d/b/a MOA Financial Services
MarshBerry was financial adviser to the Seller†
April 2017
Merger
Hausmann-Johnson Insurance, Inc. has acquired The Benefit Services Group, Inc.
MarshBerry was financial adviser to both Hausmann-Johnson Insurance, Inc. and The Benefit Services Group, Inc.
April 2017
Acquisition
First Defiance Financial Corp. has acquired Corporate One Benefits Agency, Inc.
MarshBerry was financial adviser to Corporate One Benefits Agency, Inc.
April 2017
Acquisition
Prime Risk Partners, Inc. has acquired Gundermann & Gundermann, Inc.
MarshBerry was financial adviser to Prime Risk Partners, Inc.
March 2017
Acquisition
USI Insurance Services, LLC has acquired Cameron M. Harris & Co. LLC
MarshBerry was financial adviser to USI, Inc.
March 2017
Acquisition
Arthur J. Gallagher & Co. has acquired Farallone Pacific Insurance Services, LLC
MarshBerry was financial adviser to Farallone Pacific Insurance Services, LLC
† Advisory services provided by MarshBerry Capital