Transactions
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† Advisory services provided by MarshBerry Capital
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.†
January 2020
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.
MarshBerry was financial adviser to Lanier Upshaw, Inc.†
December 2019
Acquisition
AmWINS Group, Inc. has acquired a book of business from Telamon Insurance & Financial Network
MarshBerry was financial adviser to Telamon Insurance & Financial Network†
December 2019
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Texas
MarshBerry was financial adviser to the Seller†
December 2019
Acquisition
Hub International Limited has acquired SilverStone Group
MarshBerry was financial adviser to Hub International Limited
December 2019
Acquisition
USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLC
MarshBerry was financial adviser to Marcotte Wealth Management, LLC
December 2019
Acquisition
USI Insurance Services, LLC has acquired Marcotte Insurance Agency, Inc.
MarshBerry was financial adviser to Marcotte Insurance Agency, Inc.†
December 2019
Acquisition
Hub International Limited has acquired Blair Jarcik Insurance Agency, Inc.
MarshBerry was financial adviser to Blair Jarcik Insurance Agency, Inc.†
December 2019
Acquisition
Worldwide Facilities, LLC has acquired Risk Management Advisory Group
MarshBerry was financial adviser to Worldwide Facilities, LLC
† Advisory services provided by MarshBerry Capital