Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
The Hilb Group, LLC has acquired a Florida-Based Business
MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition
King Risk Partners, LLC has acquired Louisiana Insurance Services
MarshBerry served as the financial advisor to Louisiana Insurance Services†
June 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition
HUB International Limited has acquired Fenner & Esler Agency
MarshBerry served as the financial advisor to Fenner & Esler Agency†
June 2025
Acquisition
Specialty Program Group LLC has acquired ANOVA Marine Insurance
MarshBerry served as the financial advisor to ANOVA Marine Insurance†
May 2025
Acquisition
Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management
MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
April 2025
Acquisition
The Hilb Group, LLC has acquired a Maine-Based Business
MarshBerry served as the financial advisor to the Seller†
April 2025
Acquisition
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.
MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Toggle Transaction Details 4/1/2025
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.
MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025
Acquisition
Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc.
MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†
April 2025
Acquisition
Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Pac Global Insurance Brokerage, Inc.†
April 2025
Acquisition
HUB International Limited has acquired Henriott Group, Inc.
MarshBerry served as the financial advisor to Henriott Group, Inc.†
March 2025
Acquisition
Balance Partners, LLC has acquired Vanguard Specialty, LLC
MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
March 2025
Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.
MarshBerry served as the financial advisor to Intercare Holdings, Inc.†
February 2025
Acquisition
Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust
MarshBerry served as the financial advisor to First International Bank & Trust†
February 2025
Acquisition
Composition Wealth, LLC has acquired Vinoble Group
MarshBerry served as the financial advisor to Vinoble Group†
February 2025
Acquisition
Risk Strategies Company has acquired GMC Advisors, LLC
MarshBerry served as the financial advisor to GMC Advisors, LLC†
† Advisory services provided by MarshBerry Capital