Transactions
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† Advisory services provided by MarshBerry Capital
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.
October 2018
Acquisition
Hub International Limited has acquired Liberty New Gate Insurance Services, LLC
MarshBerry was financial adviser to Liberty New Gate Insurance Services, LLC
October 2018
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired S.S. Nesbitt & Co. Inc.
MarshBerry was the financial adviser to Baldwin Krystyn Sherman Partners, LLC
October 2018
Acquisition
Worldwide Facilities, LLC has acquired Draco Insurance Solutions, Inc.
MarshBerry was financial adviser to Worldwide Facilities, LLC
September 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in New Jersey
MarshBerry was financial adviser to the Acrisure, LLC
September 2018
Acquisition
Worldwide Facilities, LLC has acquired McClelland & Hine, Inc.
MarshBerry was financial adviser to McClelland & Hine, Inc.
September 2018
Acquisition
Arthur J. Gallagher & Co. has acquired Rogers & Young Insurance Services, LLC
MarshBerry was financial adviser to Rogers & Young Insurance Services, LLC†
September 2018
Acquisition
Hub International Limited has acquired Cash & Associates, PA
MarshBerry was financial adviser to Hub International Limited
September 2018
Acquisition
Insgroup, Inc. has acquired Fred Brown and Associates
MarshBerry was financial adviser to Insgroup, Inc.
† Advisory services provided by MarshBerry Capital