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† Advisory services provided by MarshBerry Capital
Acquisition Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC†
Toggle Transaction Details April 2023 Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC†
Rising Medical Solutions has acquired Preferred Disability Management, LLC Buyer: Rising Medical Solutions Seller: Preferred Disabilities Management, LLC Closed Date: 4/1/2023 Location: Indiana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Preferred Disability Management, LLC† March 2023
Acquisition SMA BTP has acquired DUPI Group Netherlands
MarshBerry served as the financial advisor to DUPI Group Netherlands
Toggle Transaction Details March 2023 SMA BTP has acquired DUPI Group Netherlands
MarshBerry served as the financial advisor to DUPI Group Netherlands
SMA BTP has acquired DUPI Group Netherlands Buyer: SMA BTP Seller: DUPI Group Netherlands Closed Date: 3/1/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry served as the financial advisor to DUPI Group Netherlands March 2023
Acquisition World Insurance Associates, LLC has acquired Landscape Contractors Insurance Services, Inc.
MarshBerry served as the financial advisor to Landscape Contractors Insurance Services, Inc.†
Toggle Transaction Details March 2023 World Insurance Associates, LLC has acquired Landscape Contractors Insurance Services, Inc.
MarshBerry served as the financial advisor to Landscape Contractors Insurance Services, Inc.†
World Insurance Associates, LLC has acquired Landscape Contractors Insurance Services, Inc. Buyer: World Insurance Associates, LLC Seller: Landscape Contractors Insurance Services, Inc. Closed Date: 3/1/2023 Location: California Media: Goto World Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Landscape Contractors Insurance Services, Inc.† February 2023
Acquisition One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance†
Toggle Transaction Details February 2023 One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance†
One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance Buyer: One80 Intermediaries, LLC Seller: Manchester Specialty Programs Insurance Closed Date: 2/1/2023 Location: MA Media: Goto One 80 Intermediaries MarshBerry Advisory Role: MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance† February 2023
Acquisition Global Risk Partners has acquired Henshalls Insurance Brokers
IMAS acted as the exclusive financial advisor to Henshalls Insurance Brokers*
February 2023
Acquisition Alkeme Insurance has acquired PEO Exchange, Inc.
MarshBerry served as the financial advisor to Alkeme Insurance
Toggle Transaction Details February 2023 Alkeme Insurance has acquired PEO Exchange, Inc.
MarshBerry served as the financial advisor to Alkeme Insurance
Alkeme Insurance has acquired PEO Exchange, Inc. Buyer: Alkeme Insurance Seller: PEO Exchange, Inc. Closed Date: 2/1/2023 Location: California Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance January 2023 
Acquisition Global Risk Partners has acquired Christopher Trigg Ltd
IMAS acted as the exclusive financial advisor to Christopher Trigg Ltd*
January 2023
Acquisition Specialty Program Group LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services†
Toggle Transaction Details January 2023 Specialty Program Group LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services†
Specialty Program Group LLC has acquired Euclid Fiduciary Buyer: Specialty Program Group LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services† December 2022
Acquisition PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
December 2022
Acquisition Specialist Risk Group has acquired Fleet and Commercial
IMAS acted as the exclusive financial advisor to Fleet and Commercial*
December 2022
Acquisition Alera Group, Inc has acquired Collective Choice Insurance Solutions
MarshBerry served as the financial advisor to the Alera Group, Inc.
November 2022
Acquisition Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates†
Toggle Transaction Details November 2022 Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates†
Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates Buyer: Alliant Insurance Services, Inc. Seller: Trivedi Capacity Associates Closed Date: 11/2/2022 Media: Goto Alliant MarshBerry Advisory Role: MarshBerry served as the financial advisor to Trivedi Capacity Associates November 2022
Specialty Program Group, LLC has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions†
November 2022
Acquisition Ryan Specialty Group has acquired Centurion Liability Insurance Services
MarshBerry served as the financial advisor to Ryan Specialty Group
October 2022
ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc.
MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.†
October 2022
Acquisition RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group
MarshBerry served as the financial advisor to Wallace Specialty Insurance Group†
October 2022 
Acquisition World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services
MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services†
October 2022
Acquisition Warner Pacific Insurance Services has acquired American Insurance Brokers, Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO
MarshBerry served as the financial advisor to UNICO†
October 2022 
Acquisition World Insurance Associates, LLC has acquired CDR Insurance Group Inc
MarshBerry served as the financial advisor to World Insurance Associates, LLC
September 2022
Acquisition Alera Group, Inc. has acquired Greenhill Insurance Services
MarshBerry served as the financial advisor to Greenhill Insurance Services†
† Advisory services provided by MarshBerry Capital
