Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
World Insurance Associates, LLC has acquired Heuring Crop Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
November 2025
Acquisition
Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC
MarshBerry served as the financial advisor to Poulton Associates, LLC†
November 2025
Acquisition
Alliant Insurance Services has acquired Highpoint Insurance Group
MarshBerry served as the financial advisor to Highpoint Insurance Group†
November 2025
Acquisition
Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd.
MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.
October 2025
Acquisition
EPIC Insurance Brokers & Consultants has acquired Price Insurance Group
MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants
October 2025
Merger
Dagley Insurance Agency has merged with Aegis Insurance and Financial Services
MarshBerry facilitated the merger between Dagley Insurance Agency and Aegis Insurance and Financial Services
October 2025
Acquisition
Inszone Insurance Services, LLC has acquired Mark V. Williamson Company, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
October 2025
Acquisition
LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors
MarshBerry served as the financial advisor to LD&B Insurance and Financial Services
October 2025
Acquisition
HUB International Limited has acquired an Ontario, Canada-Based Business
MarshBerry served as the financial advisor to HUB International Limited
October 2025
Acquisition
HUB International Limited has acquired a California-Based RIA Business
MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition
Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC
September 2025
Acquisition
The McGowan Companies has acquired Limit
MarshBerry served as the financial advisor to Limit†
September 2025
Acquisition
Carson Group has acquired Wells Trecaso Financial Group, LLC
MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
September 2025
Acquisition
World Insurance Associates, LLC has acquired The Fidella Agency, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
September 2025
Acquisition
The Liberty Company Insurance Brokers has acquired a California-Based Insurance Broker and Risk Management Consultant
MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition
Heffernan Insurance Brokers has acquired Brashears & Newendorp
MarshBerry served as the financial advisor to Brashears & Newendorp†
September 2025
Acquisition
HUB International Limited has acquired Don Ramatici Insurance, Inc.
MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†
August 2025
Acquisition
Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc.
MarshBerry served as the financial advisor to Robins Insurance Agency, Inc.†
August 2025
Acquisition
Alkeme Insurance has acquired Innovative Insurance Group
MarshBerry served as the financial advisor to Alkeme Insurance
August 2025
Acquisition
HUB International Limited has acquired GroupeBrissette
MarshBerry served as the financial advisor to HUB International Limited
† Advisory services provided by MarshBerry Capital