Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Carson Group has acquired Wells Trecaso Financial Group, LLC
MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
September 2025
Acquisition
World Insurance Associates, LLC has acquired The Fidella Agency, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
September 2025
Acquisition
The Liberty Company Insurance Brokers has acquired a California-Based Insurance Broker and Risk Management Consultant
MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition
Heffernan Insurance Brokers has acquired Brashears & Newendorp
MarshBerry served as the financial advisor to Brashears & Newendorp†
September 2025
Acquisition
HUB International Limited has acquired Don Ramatici Insurance, Inc.
MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†
August 2025
Acquisition
Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc.
MarshBerry served as the financial advisor to Robins Insurance Agency, Inc.†
August 2025
Acquisition
Alkeme Insurance has acquired Innovative Insurance Group
MarshBerry served as the financial advisor to Alkeme Insurance
August 2025
Acquisition
HUB International Limited has acquired GroupeBrissette
MarshBerry served as the financial advisor to HUB International Limited
August 2025
Acquisition
HUB International Limited has acquired a New Hampshire-Based Business
MarshBerry served as the financial advisor to HUB International Limited
August 2025
Acquisition
Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions
MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†
August 2025
Acquisition
Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc.
MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†
August 2025
Acquisition
Inszone Insurance Services, LLC has acquired CJ Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025
Acquisition
INSURICA has acquired Sullivan Insurance Agency
MarshBerry served as the financial advisor to Sullivan Insurance Agency†
July 2025
Acquisition
Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025
Acquisition
Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025
Acquisition
Oakbridge Insurance Agency LLC has acquired a Florida-Based Business
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
July 2025
Risman Insurance Agency, Inc. has successfully raised an undisclosed amount of Debt Capital from Bank of Montreal
MarshBerry served as the financial advisor to Risman Insurance Agency, Inc.†
July 2025
Acquisition
The Hilb Group, LLC has acquired a Florida-Based Business
MarshBerry served as the financial advisor to the Seller†
July 2025
Acquisition
The Hilb Group, LLC has acquired a Kentucky-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
July 2025
Acquisition
HUB International Limited has acquired Alliance Insurance
MarshBerry served as the financial advisor to HUB International Limited
† Advisory services provided by MarshBerry Capital