Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Heffernan Insurance Brokers has acquired PNL Insurance Services
MarshBerry was financial adviser to PNL Insurance Services†
November 2020
Merger
Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC
MarshBerry was financial adviser to Higginbotham Insurance Agency, Inc
November 2020
Acquisition
The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC
MarshBerry was financial adviser to The Hilb Group, LLC
November 2020
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Wisconsin
MarshBerry was financial adviser to the Seller†
November 2020
Acquisition
CRC Group Insurance Services, Inc. has acquired W. Brown Property & Casualty Insurance Services
MarshBerry was financial adviser to W. Brown Property & Casualty Insurance Services†
November 2020
Acquisition
Hub International Limited has acquired United Shortline Insurance Services, Inc.
MarshBerry was financial adviser to United Shortline Insurance Services, Inc.†
November 2020
Acquisition
Risk Placement Services, Inc. has acquired Arrowhead Wholesale Insurance Services, LLC
MarshBerry was financial adviser to Arrowhead Wholesale Insurance Services, LLC†
October 2020
Acquisition
Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC
MarshBerry was financial adviser to FBinsure, LLC†
October 2020
Acquisition
Diversified Insurance Industries, Inc. has acquired a book of business from Jones Birdsong, LLP
MarshBerry was financial adviser to Jones Birdsong, LLP†
October 2020
Acquisition
The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions
MarshBerry was financial adviser to The Hilb Group, LLC
October 2020
Acquisition
Seven Investment Management has acquired Partners Wealth Management
IMAS acted as the exclusive financial advisor to Partners Wealth Management*
October 2020
Acquisition
NFP Corp. has acquired Santa Maria & Company
MarshBerry was financial adviser to Santa Maria & Company†
October 2020
Acquisition
JenCap, Inc. has acquired Landmark E&S Insurance Brokers, LLC
MarshBerry was financial adviser to Landmark E&S Insurance Brokers, LLC†
October 2020
Acquisition
Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc.
MarshBerry was financial adviser to Hub International Limited
October 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
October 2020
Acquisition
Alera Group, Inc. has acquired Legacy Risk & Insurance Services, LLC
MarshBerry was financial adviser to Legacy Risk & Insurance Services, LLC†
September 2020
Acquisition
Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions
MarshBerry was financial adviser to Keystone Agency Investors, LLC
September 2020
Acquisition
Clear Insurance Management has acquired Brokerbility Holdings Limited
IMAS acted as the exclusive financial advisor to Brokerbility Holdings Limited*
September 2020
Acquisition
Patriot Growth Insurance Services, LLC has acquired Capstone Brokerage, Inc.
MarshBerry was financial adviser to Capstone Brokerage, Inc.†
September 2020
Acquisition
DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability
MarshBerry was financial adviser to DOXA Insurance Holdings, LLC†
† Advisory services provided by MarshBerry Capital