Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Broadstone has acquired CS Financial Solutions
IMAS acted as the exclusive financial advisor to CS Financial Solutions*
January 2019
Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in California MarshBerry was financial adviser to the Seller
January 2019
Acquisition Patriot Growth Insurance Services, LLC has acquired Style, Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc. MarshBerry was the financial adviser to Style Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Advantage Benefit Solutions MarshBerry was the financial adviser to Advantage Benefit Solutions
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Alliance Insurance Group, LLC MarshBerry was the financial adviser to Alliance Insurance Group, LLC
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Arrow Benefits Group MarshBerry was the financial adviser to Arrow Benefits Group
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired BenefitsTexas, Inc. MarshBerry was the financial adviser to BenefitsTexas, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Bridgeport Benefits, Inc. MarshBerry was the financial adviser to Bridgeport Benefits, Inc.
January 2019
Acquisition Alera Group, Inc. has acquired Broad Reach Benefits, Inc. MarshBerry was financial adviser to Broad Reach Benefits, Inc.†
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired California Corporate Benefits Insurance Services MarshBerry was the financial adviser to California Corporate Benefits Insurance Services
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Campbell Petrie, Inc. MarshBerry was the financial adviser to Campbell Petrie, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Churchill & Associates Insurance Services, Inc. MarshBerry was the financial adviser to Churchill & Associates Insurance Services, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Creative Group Benefits, Inc. MarshBerry was the financial adviser to Creative Group Benefits, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired HGS Insurance Services, Inc. MarshBerry was the financial adviser to HGS Insurance Services, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Innovative Cost Management Services, Inc. MarshBerry was the financial adviser to Innovative Cost Management Services
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Intrepid Solutions Insurance Services, Inc. MarshBerry was the financial adviser to Intrepid Solutions Insurance Services, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Maniaci Insurance Services, Inc. MarshBerry was the financial adviser to Maniaci Insurance Services, Inc.
January 2019 Acquisition BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Nevada MarshBerry was financial adviser to the Seller
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired TRUE Network Advisors MarshBerry was the financial adviser to TRUE Network Advisors
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Voluntary Benefit Specialists, LLC MarshBerry was the financial adviser to Voluntary Benefit Specialists, LLC
† Advisory services provided by MarshBerry Capital
