Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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
November 2019
Acquisition
AssuredPartners, Inc. has acquired Star & Shield Insurance Services, LLC
MarshBerry was financial adviser to Star & Shield Insurance Services, LLC
November 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates
MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
November 2019
iCap
Downing Ventures and Gresham House Ventures have invested in Funding Xchange
IMAS acted as the exclusive financial advisor to Funding Xchange*
November 2019
iCap
AV8 Ventures, IQ Capital and JamJar Investments have invested in M-QUBE
IMAS acted as the sole financial advisor to M-QUBE*
November 2019
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Vermont
MarshBerry was financial adviser to the Seller
November 2019
Acquisition
The Hilb Group, LLC has acquired G&N Insurance
MarshBerry was financial adviser to The Hilb Group, LLC
November 2019
Acquisition
AssuredPartners, Inc. has acquired Mack, Mack & Waltz Insurance Group, Inc.
MarshBerry was financial adviser to Mack, Mack & Waltz Insurance Group, Inc.
November 2019
Acquisition
BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Arkansas
MarshBerry was financial adviser to the Seller
November 2019
Acquisition
BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Texas
MarshBerry was financial adviser to the Seller
October 2019
Acquisition
McNeil & Co. Inc. has acquired Bonding and Insurance Specialists Agency
MarshBerry was an advisor to the transaction
October 2019
Acquisition
The Hilb Group, LLC has acquired Avanti Associates, Ltd.
MarshBerry was financial adviser to The Hilb Group, LLC
October 2019
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†
† Advisory services provided by MarshBerry Capital