Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates, LLC dba Montoya & Associates, Montoya Property & Casualty Insurance, LLC and Montoya Employer Services, LLC MarshBerry was the financial adviser to the Seller†
July 2018
Acquisition PIB Group Limited has acquired Wheatley Wright Insurance Services and Online Risk Solutions
IMAS acted as the exclusive financial advisor to Wheatley Wright Insurance Services and Online Risk Solutions*
July 2018
Acquisition Hilb Group, LLC has acquired Southern Maryland Insurance, Inc. MarshBerry was the financial adviser to Hilb Group, LLC
June 2018
Acquisition Specialty Program Group LLC has acquired Professional Program Insurance Brokerage MarshBerry was the financial adviser to Specialty Program Group, LLC
June 2018
Acquisition Alera Group, Inc. has acquired Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc. MarshBerry was financial adviser to Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.†
June 2018
Acquisition Worldwide Facilities, LLC has acquired RIC Insurance General Agency, Inc. MarshBerry was financial adviser to Worldwide Facilities, LLC
May 2018
Acquisition Vantage Insurance Services has acquired Fresh Insurance Services Group Limited
IMAS acted as the exclusive financial advisor to Fresh Insurance Services Group Limited*
May 2018
Acquisition USI Insurance Services, LLC has acquired CHS Insurance Services, LLC and Certain Related Entities from CHS, Inc. MarshBerry was financial adviser to CHS, Inc., CHS Insurance Services, LLC
May 2018 
Acquisition Alera Group, Inc. has acquired Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin MarshBerry was financial adviser to Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin
May 2018 
Acquisition Alera Group, Inc. has acquired Dickerson Employee Benefits, Inc. MarshBerry was financial adviser to Dickerson Employee Benefits, Inc.†
May 2018
Acquisition Hub International Limited has acquired Les Avantages Sociaux Delta Inc., operating as the dElta Group MarshBerry was financial adviser to Hub International Limited
April 2018 
Acquisition Worldwide Facilities, LLC has acquired Gerald J. Sullivan & Associates, Inc. dba The Sullivan Group MarshBerry was financial adviser to Worldwide Facilities, LLC
April 2018
Acquisition Seeman Holtz Property and Casualty, Inc. has acquired Elton Porter Marine Insurance Agency, Inc. MarshBerry was financial adviser to Elton Porter Marine Insurance Agency, Inc.
April 2018 
Acquisition Alera Group, Inc. has acquired Tippett Moorhead Financial Partners LLC dba Tippett Moorhead & Haden Insurance Services, LLC MarshBerry was financial adviser to Alera Group, Inc.
April 2018
Acquisition Stackhouse Poland has acquired Honour Point Limited
IMAS acted as the exclusive financial advisor to Stackhouse Poland*
April 2018 
Acquisition PIB Group Limited has acquired Wilby (Group) Limited
IMAS acted as the exclusive financial advisor to Wilby (Group) Limited*
April 2018
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Ohio MarshBerry was financial adviser to the Seller
April 2018
Acquisition CompStar Holding Company, LLC has acquired CompStar Insurance Services, LLC (a wholly owned entity of Exstar Financial Corporation) MarshBerry was the financial adviser in this transaction
April 2018 
Acquisition Specialty Program Group, LLC has acquired Norman-Spencer Agency, Inc. (the marine and crane divisions) MarshBerry was financial adviser to Specialty Program Group, LLC
April 2018 
Acquisition Worldwide Facilities, LLC has acquired Tennant Risk Services Insurance Agency, LLC MarshBerry was financial adviser to Tennant Risk Services Insurance Agency, LLC
† Advisory services provided by MarshBerry Capital
