Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
SIAA has acquired a Massachusetts-Based Business
MarshBerry served as the financial advisor to the Seller†
November 2025
Acquisition
Inszone Insurance Services, LLC has acquired Scarbrough, Medlin & Associates, Inc.
MarshBerry served as the financial advisor to Scarbrough, Medlin & Associates†
November 2025
Acquisition
Sunstar Insurance Group, LLC has acquired Clay & Land Insurance, Inc.
MarshBerry served as the financial advisor to Clay & Land Insurance, Inc.†
November 2025
Acquisition
Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC
MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†
November 2025
Acquisition
King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty
MarshBerry served as the financial advisor to King Risk Partners, LLC
November 2025
Acquisition
Trucordia Insurance Services, LLC. has acquired Breezy Seguros
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
November 2025
Acquisition
Higginbotham & Associates, Inc. has acquired Monarch Solutions
MarshBerry served as the financial advisor to Monarch Solutions†
November 2025
Acquisition
Afore Insurance Services, LLC has acquired Salzberg Insurance Agency
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
November 2025
Acquisition
World Insurance Associates, LLC has acquired Heuring Crop Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
November 2025
Acquisition
Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC
MarshBerry served as the financial advisor to Poulton Associates, LLC†
November 2025
Acquisition
Alliant Insurance Services has acquired Highpoint Insurance Group
MarshBerry served as the financial advisor to Highpoint Insurance Group†
November 2025
Acquisition
Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd.
MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.
October 2025
Acquisition
EPIC Insurance Brokers & Consultants has acquired Price Insurance Group
MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants
October 2025
Merger
Dagley Insurance Agency has merged with Aegis Insurance and Financial Services
MarshBerry facilitated the merger between Dagley Insurance Agency and Aegis Insurance and Financial Services
October 2025
Acquisition
Inszone Insurance Services, LLC has acquired Mark V. Williamson Company, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
October 2025
Acquisition
LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors
MarshBerry served as the financial advisor to LD&B Insurance and Financial Services
October 2025
Acquisition
HUB International Limited has acquired an Ontario, Canada-Based Business
MarshBerry served as the financial advisor to HUB International Limited
October 2025
Acquisition
HUB International Limited has acquired a California-Based RIA Business
MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition
Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC
September 2025
Acquisition
The McGowan Companies has acquired Limit
MarshBerry served as the financial advisor to Limit†
† Advisory services provided by MarshBerry Capital