Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to the Seller
December 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
December 2018
Acquisition
Hilb Group, LLC has acquired Mackintire Insurance Agency, Inc.
MarshBerry was the financial adviser to Hilb Group, LLC
December 2018
Acquisition
JenCap Inc. has acquired Risk Innovations, LLC
MarshBerry was financial adviser to Risk Innovations, LLC
November 2018
Acquisition
Great American Holdings Inc. has acquired ABA Insurance Services Inc., a wholly owned subsidiary of American Bankers Mutual Insurance, Ltd.
MarshBerry was financial adviser to ABA Insurance Services Inc., a wholly owned subsidiary of American Bankers Mutual Insurance, Ltd.
November 2018
Acquisition
Alera Group, Inc. has acquired Bailey & Company Benefits Group
MarshBerry was financial adviser to Bailey & Company Benefits Group†
November 2018
Acquisition
Alera Group, Inc. has acquired Orion Risk Management Insurance Services, Inc.
MarshBerry was financial adviser to Alera Group, Inc.
November 2018
Acquisition
Scottish Friendly has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
November 2018
Acquisition
Aviva plc has acquired Neos Ventures Ltd
IMAS acted as the exclusive financial advisor to Neos Ventures Ltd*
November 2018
Acquisition
Hub International Limited has acquired Proteus Performance Management, Inc.
MarshBerry was financial adviser to Hub International Limited
November 2018
Acquisition
Alera Group, Inc. has acquired Crisp Insurance Advisors, LLC
MarshBerry was financial adviser to Alera Group, Inc.
November 2018
Acquisition
Hub International Limited has acquired Insurance Management Associates, Inc.
MarshBerry was financial adviser to Hub International Limited
November 2018
Acquisition
Hub International Limited has acquired TAMRAC Group Inc.
MarshBerry was financial adviser to Hub International Limited
October 2018
Acquisition
Alera Group, Inc. has acquired Perspective Financial Group, LLC
MarshBerry was the financial adviser to Perspective Financial Group, LLC†
October 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in New Jersey
MarshBerry was financial adviser to the Buyer
October 2018
Acquisition
Sunstar Insurance Group, LLC has acquired GIG of Missouri, Inc. dba The Insurancenter from Arthur J. Glatfelter, Inc.
MarshBerry was financial adviser to Arthur J. Glatfelter, Inc. in the sale of its wholly owned subsidiary, GIG of Missouri, Inc.
October 2018
Acquisition
Hub International Limited has acquired Anderson McTague & Associates Ltd.
MarshBerry was financial adviser to Hub International Limited
October 2018
Acquisition
Alera Group, Inc. has acquired Distinctive Insurance, Inc. and Affiliates
MarshBerry was financial adviser to Distinctive Insurance, Inc. and Affiliates†
October 2018
Acquisition
Alera Group, Inc. has acquired GLB & AP, LLC dba GLB Insurance Group of Nevada
MarshBerry was financial adviser to GLB & AP, LLC dba GLB Insurance Group of Nevada†
October 2018
Acquisition
BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to BroadStreet Partners, Inc.
† Advisory services provided by MarshBerry Capital