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† Advisory services provided by MarshBerry Capital
Acquisition
Specialty Program Group LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC†
Toggle Transaction Details November 2023
Specialty Program Group LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC†
Specialty Program Group, LLC has acquired Insurance Allies, LLC Buyer: Specialty Program Group, LLC Seller: Insurance Allies, LLC Closed Date: 11/1/2023 Location: Illinois MarshBerry Advisory Role: MarshBerry served as the financial advisor to Insurance Allies, LLC† October 2023
Acquisition
HUB International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.†
Toggle Transaction Details October 2023
HUB International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.†
HUB International Limited has acquired Asset Protection Group, Inc. Buyer: HUB International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc. September 2023
Acquisition
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services†
Toggle Transaction Details September 2023
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services†
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services† September 2023
Acquisition
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage†
Toggle Transaction Details 09/07/23
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage†
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage† June 2023
Acquisition
Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.†
Toggle Transaction Details June 2023
Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.†
Novatae Risk Group has acquired Far East Insurance Marketing, Inc. Buyer: Novatae Risk Group Seller: Far East Insurance Marketing, Inc. Firm Type: Wholesale Closed Date: 06/30/23 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.† May 2023
Acquisition
Specialist Risk Group has acquired The Medical Professional Liability Company Limited
IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*
May 2023
Acquisition
Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.†
Toggle Transaction Details May 2023
Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.†
Risk Placement Services, Inc. has acquired RHP General Agency, Inc. Buyer: Risk Placement Services, Inc. Seller: RHP General Agency, Inc. Firm Type: MGA Closed Date: 05/11/2023 Location: Texas Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to RHP General Agency, Inc.† April 2023
Acquisition
Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Toggle Transaction Details April 2023
Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Arch Insurance Group has acquired Thimble Insurance Buyer: Arch Insurance Group Seller: Thimble Insurance Closed Date: 4/3/2023 Location: New York Media: Goto Arch Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arch Insurance Group April 2023
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† Advisory services provided by MarshBerry Capital