Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates
MarshBerry was the financial adviser to Montoya & Associates†
August 2018
Acquisition
Marsh, LLC has acquired Wortham LLC, General Partner, John L. Wortham & Son, L.P.
MarshBerry was the financial adviser for Wortham LLC, General Partner, John L. Wortham & Son, L.P.†
August 2018
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
† Advisory services provided by MarshBerry Capital