Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
INSURICA has acquired Sullivan Insurance Agency
MarshBerry served as the financial advisor to Sullivan Insurance Agency†
July 2025
Acquisition
Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025
Acquisition
Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025
Acquisition
Oakbridge Insurance Agency LLC has acquired a Florida-Based Business
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
July 2025
Risman Insurance Agency, Inc. has successfully raised an undisclosed amount of Debt Capital from Bank of Montreal
MarshBerry served as the financial advisor to Risman Insurance Agency, Inc.†
July 2025
Acquisition
The Hilb Group, LLC has acquired a Florida-Based Business
MarshBerry served as the financial advisor to the Seller†
July 2025
Acquisition
The Hilb Group, LLC has acquired a Kentucky-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
July 2025
Acquisition
HUB International Limited has acquired Alliance Insurance
MarshBerry served as the financial advisor to HUB International Limited
July 2025
Acquisition
Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
June 2025
Acquisition
Alkeme Insurance has acquired SFD Insurance, LLC
MarshBerry served as the financial advisor to Alkeme Insurance
June 2025
Acquisition
King Risk Partners, LLC has acquired Nobles Insurance Agency, Inc.
MarshBerry served as the financial advisor to King Risk Partners, LLC
June 2025
Acquisition
King Risk Partners, LLC has acquired Louisiana Insurance Services
MarshBerry served as the financial advisor to Louisiana Insurance Services†
June 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
June 2025
Acquisition
HUB International Limited has acquired Wycoff Insurance Agency, Inc.
MarshBerry served as the financial advisor to HUB International Limited
June 2025
Acquisition
HUB International Limited has acquired Fenner & Esler Agency
MarshBerry served as the financial advisor to Fenner & Esler Agency†
June 2025
Acquisition
Specialty Program Group LLC has acquired ANOVA Marine Insurance
MarshBerry served as the financial advisor to ANOVA Marine Insurance†
May 2025
Acquisition
Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management
MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
† Advisory services provided by MarshBerry Capital