Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
USI Insurance Services, LLC has acquired The Colburn Corporation d/b/a Colburn Group
MarshBerry was financial adviser to The Colburn Corporation d/b/a Colburn Group†
August 2020
Acquisition
Patriot Growth Insurance Services, LLC has acquired Bowermaster & Associates Insurance Agency, Inc.
MarshBerry was financial adviser to Bowermaster & Associates Insurance Agency, Inc.†
August 2020
Acquisition
Alera Group, Inc. has acquired Banasky Insurance, Inc.
MarshBerry was financial adviser to Alera Group, Inc.
August 2020
Acquisition
Alera Group, Inc. has acquired Alper Services, LLC
MarshBerry was financial adviser to Alper Services, LLC†
July 2020
Acquisition
USI Insurance Services, LLC has acquired Johnson Insurance Services
MarshBerry was financial adviser to Johnson Insurance Services
July 2020
Acquisition
Higginbotham Insurance Agency, Inc. has acquired American Financial Services, Inc. d/b/a Borden Insurance
MarshBerry was financial adviser to American Financial Services, Inc. d/b/a Borden Insurance†
July 2020
Acquisition
Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado
MarshBerry was financial adviser to the Seller
July 2020
Acquisition
Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services
IMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*
July 2020
Acquisition
Specialty Program Group LLC has acquired Beacon Hill Associates, Inc.
MarshBerry was financial adviser to Beacon Hill Associates, Inc.†
July 2020
Acquisition
Specialty Program Group, LLC has acquired Avant, LLC
MarshBerry was financial adviser to Avant, LLC†
July 2020
Acquisition
Hub International Limited has acquired Gus Bates Retirement Plan Services
MarshBerry was financial adviser to Gus Bates Retirement Plan Services†
July 2020
Acquisition
The Hilb Group, LLC has acquired CIA Financial Group, Inc.
MarshBerry was financial adviser to The Hilb Group, LLC
July 2020
Acquisition
Hub International Limited has acquired GBC Benefits, Ltd. dba Gus Bates Insurance & Investments
MarshBerry was financial adviser to GBC Benefits, Ltd. dba Gus Bates Insurance & Investments
July 2020
Acquisition
Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was financial adviser to Keystone Agency Investors, LLC
June 2020
Acquisition
Beckett Investment Management Group has acquired Brown Shipley & Co
IMAS acted as the exclusive financial advisor to Brown Shipley & Co*
June 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020
Acquisition
Alera Group, Inc. has acquired Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC
MarshBerry was financial adviser to Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC†
June 2020
Acquisition
Heffernan Insurance Brokers has acquired RGEB, Inc.
MarshBerry was financial adviser to RGEB, Inc.†
June 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020
Acquisition
Hub International Limited has acquired The Clements Agency, LLC
MarshBerry was financial adviser to The Clements Agency, LLC†
† Advisory services provided by MarshBerry Capital