Transactions
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Explore All MarshBerry Transactions
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 MarshBerry was the financial adviser to TIE Financial & Retirement Services
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.
April 2018 
Acquisition Hub International Limited has acquired The Benefits Company, Inc. MarshBerry was financial adviser to Hub International Limited
March 2018 
Acquisition Hub International Limited has acquired Spectra Management, LLC MarshBerry was the financial adviser to Hub International Limited
February 2018
Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company
February 2018 
Acquisition Alera Group, Inc. has acquired Spring Consulting Group, LLC MarshBerry was financial adviser to Alera Group, Inc.
November 2017 
Acquisition Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc. MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.
October 2017 
Acquisition GCG Financial, LLC an Alera Group, Inc. Company has acquired Axis Benefits Consultants, Inc. MarshBerry was financial adviser to Axis Benefits Consultants, Inc.
February 2017 
Acquisition Canaccord Genuity Wealth Management has acquired C. Hoare & Co.
IMAS acted as the exclusive financial advisor to C. Hoare & Co.*
