Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
The Hilb Group, LLC has acquired LCIA, Inc. dba Campisano Insurance Agency
MarshBerry was financial adviser to The Hilb Group, LLC
October 2019
Acquisition
Arthur J. Gallagher & Co. has acquired The Doyle Group, Inc. dba Direct to PolicyHolder
MarshBerry was financial adviser to The Doyle Group, Inc. dba Direct To PolicyHolder.
September 2019
Acquisition
AssuredPartners, Inc. has acquired Tutton Insurance Services, Inc.
MarshBerry was financial adviser to Tutton Insurance Services, Inc.†
September 2019
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
Acquisition
Acrisure, LLC has acquired Privately-held insurance agency in South Dakota
MarshBerry was financial adviser to the Seller
September 2019
Acquisition
High Street Partners, Inc. has acquired Ottawa Kent Insurance, Inc.
MarshBerry was financial adviser to Ottawa Kent Insurance†
September 2019
Acquisition
Foundation Risk Partners has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
September 2019
Acquisition
Foundation Risk Partners has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
September 2019
Acquisition
The Hilb Group, LLC has acquired WNC Health Insurance
MarshBerry was financial adviser to WNC Health Insurance†
September 2019
Acquisition
Genstar Capital, LLC has acquired Worldwide Facilities, LLC from Lovell Minnick Partners, LLC
MarshBerry was financial adviser to Genstar Capital, LLC
August 2019
Acquisition
Alera Group, Inc. has acquired Benefit Commerce Group
MarshBerry was financial adviser to Benefit Commerce Group†
August 2019
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
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
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
Acquisition
Acrisure, LLC has acquired A privately-held insruance agency in Texas
MarshBerry was financial adviser to the Seller
August 2019
Acquisition
AssuredPartners, Inc. has acquired Hester, Heitel & Associates, Inc.
MarshBerry was financial adviser to Hester, Heitel & Associates, Inc.†
August 2019
Acquisition
Sunstar Insurance Group, LLC has acquired The Meyer Group
MarshBerry was the financial adviser to Sunstar Insurance Group, LLC
July 2019
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
Acquisition
Patriot Growth Insurance Services, LLC has acquired Worksite Benefits Services, Inc.
MarshBerry was financial adviser to Worksite Benefit Services, Inc.†
July 2019
Acquisition
Mountain West Insurance & Financial Services, LLC has acquired Watson Insurance & Financial Group
MarshBerry was financial adviser to Watson Insurance & Financial Group†
† Advisory services provided by MarshBerry Capital