Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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
May 2019
Acquisition Phoenix Equity Partners has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
March 2019
Acquisition Canaccord Genuity Wealth Management has acquired Thomas Miller Investment
IMAS acted as the exclusive financial advisor to Thomas Miller Investment*
March 2019
Acquisition Hub International Limited has acquired The Insurance Exchange, Inc. MarshBerry was the financial adviser to The Insurance Exchange, Inc.†
January 2019
Acquisition Broadstone has acquired CS Financial Solutions
IMAS acted as the exclusive financial advisor to CS Financial Solutions*
October 2018
Acquisition Alera Group, Inc. has acquired Perspective Financial Group, LLC MarshBerry was the financial adviser to Perspective Financial Group, LLC†
August 2018 
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates MarshBerry was the financial adviser to Montoya & Associates†
April 2018 
Acquisition Alera Group, Inc. has acquired Tippett Moorhead Financial Partners LLC dba Tippett Moorhead & Haden Insurance Services, LLC MarshBerry was financial adviser to Alera Group, Inc.
† Advisory services provided by MarshBerry Capital
