Transactions
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† Advisory services provided by MarshBerry Capital
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
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
† Advisory services provided by MarshBerry Capital