Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Seven Investment Management has acquired Partners Wealth Management
IMAS acted as the exclusive financial advisor to Partners Wealth Management*
September 2020
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
MarshBerry was financial adviser to Keystone Agency Investors, LLC
August 2020
Acquisition
Alera Group, Inc. has acquired Alper Services, LLC
MarshBerry was financial adviser to Alper Services, LLC†
July 2020
Acquisition
Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado
MarshBerry was financial adviser to the Seller
July 2020
Acquisition
Hub International Limited has acquired Gus Bates Retirement Plan Services
MarshBerry was financial adviser to Gus Bates Retirement Plan Services†
July 2020
Acquisition
Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was financial adviser to Keystone Agency Investors, LLC
June 2020
Acquisition
Beckett Investment Management Group has acquired Brown Shipley & Co
IMAS acted as the exclusive financial advisor to Brown Shipley & Co*
June 2020
Acquisition
Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.
MarshBerry was financial adviser to Sunstar Insurance Group, LLC
May 2020
Acquisition
High Street Partners, Inc. has acquired Ken Bleeker Insurance
MarshBerry was financial adviser to Ken Bleeker Insurance
May 2020
Acquisition
AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.
MarshBerry was financial adviser to Cypress Insurance Group, Inc.†
March 2020
Acquisition
Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.
MarshBerry was financial adviser to Alera Group, Inc.
January 2020
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.
MarshBerry was financial adviser to Lanier Upshaw, Inc.†
December 2019
Acquisition
USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLC
MarshBerry was financial adviser to Marcotte Wealth Management, LLC
November 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates
MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
November 2019
iCap
Downing Ventures and Gresham House Ventures have invested in Funding Xchange
IMAS acted as the exclusive financial advisor to Funding Xchange*
September 2019
Acquisition
AssuredPartners, Inc. has acquired Tutton Insurance Services, Inc.
MarshBerry was financial adviser to Tutton Insurance Services, Inc.†
September 2019
Acquisition
High Street Partners, Inc. has acquired Ottawa Kent Insurance, Inc.
MarshBerry was financial adviser to Ottawa Kent Insurance†
August 2019
Acquisition
Sunstar Insurance Group, LLC has acquired The Meyer Group
MarshBerry was the financial adviser to Sunstar Insurance Group, LLC
July 2019
Acquisition
Mountain West Insurance & Financial Services, LLC has acquired Watson Insurance & Financial Group
MarshBerry was financial adviser to Watson Insurance & Financial Group†
June 2019
Acquisition
Hub International Limited has acquired Porchlight Financial
MarshBerry was the financial adviser to Hub International Limited
† Advisory services provided by MarshBerry Capital