Transactions

The Leader in Merger & Acquisition Transactions.

Home » Financial Advisory » Transactions

Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
September 2019 AssuredPartners, Inc. Tutton Insurance Services, Inc. Acquisition AssuredPartners, Inc. has acquired Tutton Insurance Services, Inc.

MarshBerry was financial adviser to Tutton Insurance Services, Inc.†

 September 2019 Patriot Growth Insurance Services, LLC James R Taylor Agency, Inc. dba Launchways Acquisition Patriot Growth Insurance Services, LLC has acquired James R Taylor Agency, Inc. dba Launchways

MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC

 September 2019 Acrisure, LLC Privately-held insurance agency in South Dakota Acquisition Acrisure, LLC has acquired Privately-held insurance agency in South Dakota

MarshBerry was financial adviser to the Seller

 September 2019 High Street Partners, Inc. Ottawa Kent Insurance, Inc. Acquisition High Street Partners, Inc. has acquired Ottawa Kent Insurance, Inc.

MarshBerry was financial adviser to Ottawa Kent Insurance†

 September 2019 Foundation Risk Partners a privately-held insurance agency in California Acquisition Foundation Risk Partners has acquired a privately-held insurance agency in California

MarshBerry was financial adviser to the Seller

 September 2019 Foundation Risk Partners a privately-held insurance agency in California Acquisition Foundation Risk Partners has acquired a privately-held insurance agency in California

MarshBerry was financial adviser to the Seller

 September 2019 The Hilb Group, LLC WNC Health Insurance Acquisition The Hilb Group, LLC has acquired WNC Health Insurance

MarshBerry was financial adviser to WNC Health Insurance†

 September 2019 Genstar Capital, LLC Worldwide Facilities, LLC from Lovell Minnick Partners, LLC Acquisition Genstar Capital, LLC has acquired Worldwide Facilities, LLC from Lovell Minnick Partners, LLC

MarshBerry was financial adviser to Genstar Capital, LLC

 August 2019 Alera Group, Inc. Benefit Commerce Group Acquisition Alera Group, Inc. has acquired Benefit Commerce Group

MarshBerry was financial adviser to Benefit Commerce Group†

 August 2019 Brown & Brown Insurance, Inc. West Ridge Insurance Agency, Inc. dba. Yozell Associates Acquisition Brown & Brown Insurance, Inc. has acquired West Ridge Insurance Agency, Inc. dba. Yozell Associates

MarshBerry was financial adviser to West Ridge Insurance Agency, Inc. dba. Yozell Associates†

 August 2019 The Liberty Company Insurance Brokers

MarshBerry served as financial advisor to The Liberty Company Insurance Brokers in securing debt financing

MarshBerry served as financial advisor to The Liberty Company Insurance Brokers†

 August 2019 Confie Seguros A book of business from Wescom Insurance Services, LLC Acquisition Confie Seguros has acquired A book of business from Wescom Insurance Services, LLC

MarshBerry was financial adviser to Wescom Insurance Services, LLC†

 August 2019 Acrisure, LLC A privately-held insruance agency in Texas Acquisition Acrisure, LLC has acquired A privately-held insruance agency in Texas

MarshBerry was financial adviser to the Seller

 August 2019 AssuredPartners, Inc. Hester, Heitel & Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Hester, Heitel & Associates, Inc.

MarshBerry was financial adviser to Hester, Heitel & Associates, Inc.†

 August 2019 Sunstar Insurance Group, LLC The Meyer Group Acquisition Sunstar Insurance Group, LLC has acquired The Meyer Group

MarshBerry was the financial adviser to Sunstar Insurance Group, LLC

 July 2019 Arthur J. Gallagher & Co. The FDoyle Group, Inc. dba Direct To PolicyHolder Acquisition Arthur J. Gallagher & Co. has acquired The FDoyle Group, Inc. dba Direct To PolicyHolder

MarshBerry was financial adviser to The Novick Group, Inc.†

 July 2019 Patriot Growth Insurance Services, LLC Worksite Benefits Services, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Worksite Benefits Services, Inc.

MarshBerry was financial adviser to Worksite Benefit Services, Inc.†

 July 2019 Mountain West Insurance & Financial Services, LLC  Watson Insurance & Financial Group Acquisition Mountain West Insurance & Financial Services, LLC  has acquired Watson Insurance & Financial Group

MarshBerry was financial adviser to Watson Insurance & Financial Group†

 July 2019 Worldwide Facilities Holdings, LLC Benchmark Management Group, Inc. Acquisition Worldwide Facilities Holdings, LLC has acquired Benchmark Management Group, Inc.

MarshBerry was financial adviser to Benchmark Management Group, Inc.†

 July 2019 The Hilb Group, LLC Greenwald Berk Agency, LLC Acquisition The Hilb Group, LLC has acquired Greenwald Berk Agency, LLC

MarshBerry was financial adviser to The Hilb Group, LLC
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital