Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Embark Group has acquired Rowanmoor Group plc
IMAS acted as the exclusive financial advisor to Rowanmoor Group plc*
July 2016
Acquisition
Hub International Limited has acquired Tenth Dot Benefit Solutions, LLC dba Gateway Financial Group Inc.
MarshBerry was financial adviser to Tenth Dot Benefit Solutions, LLC dba Gateway Financial Group Inc.†
July 2016
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
June 2016
Acquisition
Advance Capital Holdings has acquired Sentinel Security
MarshBerry was financial adviser to Sentinel Security Life Insurance Co.
June 2016
Acquisition
Jacobson, Goldfarb & Scott, Inc. has acquired AURA Holdings, LLC
MarshBerry was financial adviser to AURA Holdings, LLC
June 2016
Acquisition
Arthur J. Gallagher & Co. has acquired KRW Insurance Agency, Inc.
MarshBerry was financial adviser to KRW Insurance Agency, Inc.
June 2016
Acquisition
Confie Seguros Holding Co has acquired ExpressLink, Inc.
MarshBerry was financial adviser to ExpressLink, Inc.†
June 2016
Acquisition
RSC Insurance Brokerage Inc has acquired OakBridge Advisors Inc.
MarshBerry was financial adviser to OakBridge Advisors Inc.
June 2016
Acquisition
Confie Seguros Holdings II has acquired Lloyd D. Sprague & Son, Inc.
MarshBerry was financial adviser to Lloyd D. Sprague & Son, Inc.
May 2016
Acquisition
Arthur J. Gallagher & Co. has acquired McNeary, Inc.
MarshBerry was financial adviser to McNeary, Inc.†
May 2016
Acquisition
BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Indiana
MarshBerry was financial adviser to the Seller
April 2016
Acquisition
The Hilb Group, LLC has acquired Clark-Mortenson Agency, Inc.
MarshBerry was financial adviser to Hilb Group, LLC.
April 2016
Acquisition
USI Insurance Services, LLC has acquired First Financial Forrest Sherer
MarshBerry was financial adviser to Forrest Sherer, Inc.
April 2016
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
March 2016
Acquisition
Integro Insurance Brokers has acquired Croton Stokes Wilson Holden
IMAS acted as the exclusive financial advisor to Croton Stokes Wilson Holden*
March 2016
Acquisition
RSC Insurance Brokerage Inc. dba Risk Strategies Company, Inc has acquired Lester Brokerage, Inc.
MarshBerry was financial adviser to Lester Brokerage, Inc.†
March 2016
Acquisition
HealthSCOPE Benefits, Inc. has acquired a privately-held third party administrator in Louisiana
MarshBerry was financial adviser to the Seller
February 2016
Acquisition
The Hilb Group, LLC has acquired Dowling & O'Neil Insurance Agency, Inc.
MarshBerry was financial adviser to Dowling & O’Neil Insurance Agency, Inc.†
February 2016
Acquisition
Hub International Limited has acquired Equity Risk Partners, Inc.
MarshBerry was financial adviser to Hub International Limited
February 2016
Acquisition
BD Capital Partners, LLC has acquired Pinkerton Insurance Agency, Inc.
MarshBerry was financial adviser to Pinkerton Insurance Agency, Inc.
† Advisory services provided by MarshBerry Capital