Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
The Hilb Group, LLC has acquired Greenwald Berk Agency, LLC
MarshBerry was financial adviser to The Hilb Group, LLC
July 2019
Acquisition
Alera Group, Inc. has acquired Landmark Benefits, Inc.
MarshBerry was financial adviser to Landmark Benefits, Inc.†
July 2019
Acquisition
Hub International Limited has acquired The Mechanic Group
MarshBerry was financial adviser to Hub International Limited
June 2019
Acquisition
PIB Group Limited has acquired the COBRA group of companies
IMAS acted as the exclusive financial advisor to Alto insurance Group Limited, the holding company for the COBRA group of companies*
June 2019
Acquisition
Hub International Limited has acquired Porchlight Financial
MarshBerry was the financial adviser to Hub International Limited
June 2019
Acquisition
Hub International Limited has acquired Foster & Parker Insurance Agency, Inc.
MarshBerry was financial adviser to Foster & Parker Insurance Agency, Inc.†
May 2019
Acquisition
Phoenix Equity Partners has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
May 2019
Acquisition
Alera Group, Inc. has acquired HighRidge Insurance Services, LLC
MarshBerry was financial adviser to HighRidge Insurance Services, LLC
May 2019
Acquisition
The Hilb Group, LLC has acquired Summit Financial Group, Inc.
MarshBerry was financial adviser to The Hilb Group, LLC
May 2019
Acquisition
The Hilb Group, LLC has acquired The Keane Insruance Group, Inc.
MarshBerry was financial adviser to The Keane Insurance Group, Inc†
April 2019
Acquisition
Fringe Benefit Group has acquired Century Healthcare
MarshBerry was financial adviser to Century Healthcare
April 2019
Acquisition
CSP Holdings Limited has acquired Citybond Holdings Limited
IMAS acted as the exclusive financial advisor to Citybond Holdings Limited*
March 2019
Acquisition
Canaccord Genuity Wealth Management has acquired Thomas Miller Investment
IMAS acted as the exclusive financial advisor to Thomas Miller Investment*
March 2019
Acquisition
Aston Lark Group has acquired Highworth Insurance Limited
IMAS acted as the exclusive financial advisor to Highworth Insurance Limited*
March 2019
Acquisition
OneDigital Health and Benefits has acquired Employee Benefits Division of Deeley Insurance Group
MarshBerry served as the financial advisor to Deeley Insurance Group†
March 2019
Acquisition
Specialty Program Group LLC has acquired Insurance Programs of America, Inc. and Risk Advisors of America
MarshBerry was the financial adviser to Specialty Program Group, LLC
March 2019
Acquisition
Hub International Limited has acquired The Insurance Exchange, Inc.
MarshBerry was the financial adviser to The Insurance Exchange, Inc.†
March 2019
Acquisition
Alera Group, Inc. has acquired TriSure Corporation
MarshBerry was financial adviser to Alera Group, Inc.
January 2019
Acquisition
Hub International Limited has acquired book of business from a privately-held insurance agency in Indiana
MarshBerry was financial adviser to the Seller
January 2019
Acquisition
Diversified Insurance Industries, Inc. has acquired McQuade Consulting, LLC
MarshBerry was financial adviser to Diversified Insurance Industries, Inc.
† Advisory services provided by MarshBerry Capital