Transactions
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† Advisory services provided by MarshBerry Capital
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.†
April 2020
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Insurance Risk Partners, LLC MarshBerry was financial adviser to Insurance Risk Partners, Inc.†
March 2020
Acquisition Willis Europe B.V. has acquired Unity Group Holdings Corp. and its affiliates MarshBerry was financial adviser to Unity Group Holdings Corp.†
March 2020
Acquisition Arthur J. Gallagher & Co. has acquired DLS Insurance Services MarshBerry was financial adviser to DLS Insurance Services
March 2020
Acquisition Hub International Limited has acquired Harris, Madden, Powell, Stallings & Brown, Inc. MarshBerry was financial adviser to Harris, Madden, Powell, Stallings & Brown, Inc.†
March 2020 
Acquisition AssuredPartners, Inc. has acquired Wateridge Insurance Services MarshBerry was financial adviser to Wateridge Insurance Services†
March 2020 
Acquisition Hub International Limited has acquired Linton & Associates, LLC MarshBerry was financial adviser to Linton & Associates, LLC†
March 2020
Acquisition Hutchinson Traylor Insurance Agency has acquired Webber & Associates, Inc. MarshBerry was financial adviser to Hutchinson Traylor Insurance Agency
March 2020
Acquisition Alera Group, Inc. has acquired Georgetown Insurance Services, Inc. MarshBerry was financial adviser to Alera Group, Inc.
March 2020
Acquisition DOXA Insurance Holdings, LLC has acquired Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC MarshBerry was financial adviser to Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC†
March 2020
Acquisition Consolidated Claims Group has acquired JMI Reports MarshBerry was financial adviser to JMI Reports†
February 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired Bagatta Associates, Inc. MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
February 2020
Acquisition USI Insurance Services, LLC has acquired Forté Benefits MarshBerry was financial adviser to Forté Benefits
February 2020 
Acquisition AssuredPartners, Inc. has acquired Nevada West Business Insurance Agency, Inc. MarshBerry was financial adviser to Nevada West Business Insurance Agency, Inc.†
February 2020
Acquisition The Hilb Group, LLC has acquired Regency Insurance Group, LLC MarshBerry was financial adviser to The Hilb Group, LLC
January 2020 
Acquisition Patriot Growth Insurance Services, LLC has acquired PDCM Insurance MarshBerry served as the financial advisor to the Seller†
January 2020
Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Michigan MarshBerry was financial adviser to the Seller
January 2020
Acquisition Insgroup, Inc. has acquired Harris F. Underwood III, Inc. MarshBerry was financial adviser to Insgroup, Inc.†
January 2020 
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc. MarshBerry was financial adviser to Lanier Upshaw, Inc.†
† Advisory services provided by MarshBerry Capital
