Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Patriot Growth Insurance Services, LLC has acquired Alliance Insurance Group, LLC
MarshBerry was the financial adviser to Alliance Insurance Group, LLC
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Arrow Benefits Group
MarshBerry was the financial adviser to Arrow Benefits Group
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired BenefitsTexas, Inc.
MarshBerry was the financial adviser to BenefitsTexas, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Bridgeport Benefits, Inc.
MarshBerry was the financial adviser to Bridgeport Benefits, Inc.
January 2019
Acquisition
Alera Group, Inc. has acquired Broad Reach Benefits, Inc.
MarshBerry was financial adviser to Broad Reach Benefits, Inc.†
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired California Corporate Benefits Insurance Services
MarshBerry was the financial adviser to California Corporate Benefits Insurance Services
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Campbell Petrie, Inc.
MarshBerry was the financial adviser to Campbell Petrie, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Churchill & Associates Insurance Services, Inc.
MarshBerry was the financial adviser to Churchill & Associates Insurance Services, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Creative Group Benefits, Inc.
MarshBerry was the financial adviser to Creative Group Benefits, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired HGS Insurance Services, Inc.
MarshBerry was the financial adviser to HGS Insurance Services, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Innovative Cost Management Services, Inc.
MarshBerry was the financial adviser to Innovative Cost Management Services
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Intrepid Solutions Insurance Services, Inc.
MarshBerry was the financial adviser to Intrepid Solutions Insurance Services, Inc.
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Maniaci Insurance Services, Inc.
MarshBerry was the financial adviser to Maniaci Insurance Services, Inc.
January 2019
Acquisition
BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Nevada
MarshBerry was financial adviser to the Seller
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired TRUE Network Advisors
MarshBerry was the financial adviser to TRUE Network Advisors
January 2019
Acquisition
Patriot Growth Insurance Services, LLC has acquired Voluntary Benefit Specialists, LLC
MarshBerry was the financial adviser to Voluntary Benefit Specialists, LLC
December 2018
Acquisition
Alera Group, Inc. has acquired the assets of Avon-Dixon Agency, LLC from Shore Bancshares, Inc.
MarshBerry was financial adviser to Shore Bancshares, Inc. in the sale of its wholly-owned subsidiary, Avon-Dixon Agency, LLC†
December 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Wisconsin
MarshBerry was financial adviser to the Seller†
December 2018
Acquisition
NFP Corp. has acquired Wright Insurance Agency
MarshBerry was financial adviser to Wright Insurance Agency†
December 2018
Acquisition
Stackhouse Poland Group has acquired Property Insurance Initiatives Limited
IMAS acted as the exclusive financial advisor to Risk Solutions Group Limited and its subsidiary Property Insurance Initiatives Limited*
† Advisory services provided by MarshBerry Capital