Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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
April 2018
Acquisition
Hub International Limited has acquired The Benefits Company, Inc.
MarshBerry was financial adviser to Hub International Limited
April 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to the Seller
April 2018
Acquisition
Acrisure, LLC has acquired HNI Risk Services, LLC
MarshBerry was financial adviser to HNI Risk Services, LLC
March 2018
Acquisition
Hub International Limited has acquired Spectra Management, LLC
MarshBerry was the financial adviser to Hub International Limited
March 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Michigan
MarshBerry was financial adviser to the Seller
February 2018
Acquisition
Long Ridge Equity Partners LLC has acquired SALI Fund Management, LLC dba SALI Fund Services, LLC
MarshBerry was financial adviser to SALI Fund Management, LLC d/b/a SALI Fund Services, LLC
February 2018
Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company
February 2018
Acquisition
Alera Group, Inc. has acquired Davidson Benefits Planning, LLC
MarshBerry was financial adviser to Alera Group, Inc.
February 2018
Acquisition
Hub International Limited has acquired Der Manouel Insurance & Financial Services, Inc.
MarshBerry was the financial adviser to Der Manouel Insurance & Financial Services, Inc.†
February 2018
Acquisition
Alera Group, Inc. has acquired Spring Consulting Group, LLC
MarshBerry was financial adviser to Alera Group, Inc.
February 2018
Acquisition
Alera Group, Inc. has acquired Wilson Albers & Company LLC and certain related entities
MarshBerry was financial adviser to the Wilson Albers & Company LLC and certain entities†
January 2018
Acquisition
Seeman Holtz Property and Casualty, Inc. has acquired Xponent Employer Solutions, Inc.
MarshBerry was financial adviser to Xponent Employer Solutions, Inc.†
January 2018
Acquisition
Hub International Limited has acquired Belyer Insurance Limited dba EasyInsure
MarshBerry was financial adviser to Hub International Limited
January 2018
Acquisition
Sunstar Insurance Group, LLC has acquired the Jonesboro, AR agency operations from Stephens Insurance
MarshBerry was financial adviser to Sunstar Insurance Group, LLC
December 2017
Acquisition
Acrisure, LLC has acquired Undisclosed Insurance Agency in California
MarshBerry was financial adviser to the Seller
December 2017
Acquisition
Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan
MarshBerry was financial adviser to the Seller
December 2017
Merger
R. N. Fey Company, Inc. has merged with Beaton Insurance Agency, LLC
MarshBerry was financial adviser to the R. N. Fey Company, Inc. and Beaton Insurance Agency, LLC
December 2017
Acquisition
Hub International Limited has acquired Contractor's Services, Inc.
MarshBerry was the financial adviser to Hub International Limited
† Advisory services provided by MarshBerry Capital