Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc.
MarshBerry was an advisor to Wilson Gregory Agency, Inc.†
December 2020
Acquisition
Constellation Affiliated Partners has acquired INSUREtrust
MarshBerry was financial adviser to INSUREtrust†
December 2020
Acquisition
Patriot Growth Insurance Services, LLC has acquired a privately-held insurance agency in Arizona
MarshBerry was financial adviser to the Seller
December 2020
Acquisition
Alera Group, Inc. has acquired Todd Associates, Inc.
MarshBerry was financial adviser to Todd Associates, Inc.†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired MGNMRB, LLC dba McGinty-Gordon & Associates
MarshBerry was financial adviser to MGNMRB, LLC dba McGinty-Gordon & Associates†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Waites & Foshee Insurance, Inc.
MarshBerry was financial adviser to Waites & Foshee Insurance, Inc.†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency
MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency†
December 2020
Acquisition
Oakbridge Insurance Agency, LLC has acquired Founders Insurance Group, LLC
MarshBerry was financial adviser to Founders Insurance Group, LLC†
December 2020
Acquisition
One80 Intermediaries has acquired Safeware Insurance Agency, Inc.
MarshBerry was financial adviser to Safeware Insurance Agency, Inc.†
December 2020
Acquisition
Wilton Group Limited has acquired IOMA Group of Companies
IMAS acted as the exclusive financial advisor to the IOMA Group of Companies*
December 2020
Acquisition
Gresham House plc has acquired Appian Asset Management Limited
IMAS acted as the exclusive financial advisor to Appian Asset Management Limited*
December 2020
Acquisition
DOXA Insurance Holdings, LLC has acquired Marine Underwriters of America
MarshBerry was financial adviser to Marine Underwriters of America†
December 2020
Oakbridge Insurance Agency LLC has secured debt financing.
MarshBerry served as financial advisor to Oakbridge Insurance Agency LLC†
December 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Texas
MarshBerry was financial adviser to the Seller
December 2020
Acquisition
Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.
MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.†
December 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Illinois
MarshBerry was financial adviser to the Seller
November 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
November 2020
Acquisition
World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance)
MarshBerry was financial adviser to World Insurance Associates, LLC
November 2020
Acquisition
Howden Group has acquired Safeonline
IMAS acted as the exclusive financial advisor to Safeonline*
November 2020
Acquisition
Aston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin
IMAS acted as the exclusive financial advisor to MS Amlin*
† Advisory services provided by MarshBerry Capital