Transactions
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† Advisory services provided by MarshBerry Capital
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†
September 2022
Acquisition One80 Intermediaries, LLC has acquired C&M First Services, Inc.
MarshBerry served as the financial advisor to One80 Intermediaries, LLC
September 2022
Acquisition Partners Group has invested in Foundation Risk Partners
MarshBerry served as the financial advisor to Foundation Risk Partners†
August 2022
Acquisition Scottish American has acquired Brookside General Insurance Services, Inc.
MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.†
August 2022
Acquisition Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC
MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC
† Advisory services provided by MarshBerry Capital
