Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Toggle Transaction Details June 2024 Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group Buyer: Keystone Agency Partners Seller: The Paladin Group Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Keystone Agency Partners June 2024
Acquisition The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details June 2024 The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc. Buyer: The Hilb Group, LLC Seller: German American Bancorp, Inc. Closed Date: 06/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC June 2024
Acquisition Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Toggle Transaction Details June 2024 Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Blumberg & Associates, Inc. Closed Date: 06/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC March 2024
Acquisition Vantage Insurance Partners, Inc. has acquired a Privately-Held Insurance Agency MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
March 2024
Acquisition Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024 Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited January 2024
Acquisition Higginbotham & Associates, Inc. has acquired a Privately-Held Insurance Agency
MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.
December 2023
Acquisition Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC
MarshBerry served as the financial advisor to Specialty Program Group LLC
Toggle Transaction Details December 2023 Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC
MarshBerry served as the financial advisor to Specialty Program Group LLC
Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC Buyer: Specialty Program Group LLC Seller: Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC Closed Date: 12/31/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Specialty Program Group LLC December 2023
Acquisition Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023 Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. December 2023
Acquisition Howden has acquired VLC & Partners Holding
MarshBerry served as the financial advisor to Howden
December 2023
Acquisition Champion Risk & Insurance Services has acquired assets of LUX Insurance Services
MarshBerry served as the financial advisor to Champion Risk & Insurance Services
Toggle Transaction Details December 2023 Champion Risk & Insurance Services has acquired assets of LUX Insurance Services
MarshBerry served as the financial advisor to Champion Risk & Insurance Services
Champion Risk & Insurance Services has acquired assets of LUX Insurance Services Buyer: Champion Risk & Insurance Services Seller: LUX Insurance Services Firm Type: Employee Benefits & Consulting Closed Date: 12/15/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Champion Risk & Insurance Services December 2023
Acquisition World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details December 2023 World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC† December 2023 
Acquisition The Hilb Group, LLC has acquired multiple privately-held entities
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2023 Acquisition Vantage Insurance Partners, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
November 2023 
Acquisition Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023 Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited October 2023
Acquisition RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC†
Toggle Transaction Details October 2023 RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC†
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD Buyer: RMS Insurance Brokerage, LLC Seller: Clancy & Clancy Brokerage LTD Closed Date: 10/16/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC† September 2023 Acquisition The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
September 2023 
Acquisition The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details September 2023 The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired Quality Plus Insurance Buyer: The Hilb Group, LLC Seller: Quality Plus Insurance Location: Louisiana Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC August 2023
Acquisition Inszone Insurance Services, LLC has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details November 2023 Inszone Insurance Services, LLC has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired Hawks View Insurance Buyer: Inszone Insurance Services, LLC Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 8/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC August 2023
Acquisition McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
Toggle Transaction Details August 2023 McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
McConkey & Company Insurance & Benefits has acquired Gallen Insurance Buyer: McConkey & Company Insurance & Benefits Seller: Gallen Insurance Closed Date: 08/03/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits August 2023
Acquisition Inszone Insurance Services, LLC has acquired a California-Based Business MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
† Advisory services provided by MarshBerry Capital
