Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Hub International Limited has acquired GBC Benefits, Ltd. dba Gus Bates Insurance & Investments
MarshBerry was financial adviser to GBC Benefits, Ltd. dba Gus Bates Insurance & Investments
July 2020
Acquisition
Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania
MarshBerry was financial adviser to Keystone Agency Investors, LLC
June 2020
Acquisition
Beckett Investment Management Group has acquired Brown Shipley & Co
IMAS acted as the exclusive financial advisor to Brown Shipley & Co*
June 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020
Acquisition
Alera Group, Inc. has acquired Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC
MarshBerry was financial adviser to Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC†
June 2020
Acquisition
Heffernan Insurance Brokers has acquired RGEB, Inc.
MarshBerry was financial adviser to RGEB, Inc.†
June 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020
Acquisition
Hub International Limited has acquired The Clements Agency, LLC
MarshBerry was financial adviser to The Clements Agency, LLC†
June 2020
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†
† Advisory services provided by MarshBerry Capital