Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.
MarshBerry was financial adviser to Sunstar Insurance Group, LLC
May 2020
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.†
† Advisory services provided by MarshBerry Capital