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March 2023
Acquisition
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Acquisition
World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details 3/1/2023
World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance-Iron Gates-03/2023 Buyer: World Insurance Associates, LLC Seller: Iron Gates Insurance Group, LLC # of Employees: 7 Closed Date: 3/1/2023 Location: Kansas Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC February 2023
Acquisition
One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
Toggle Transaction Details 2/1/2023
One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
One80-Manchester-02/2023 Buyer: One80 Intermediaries, LLC Seller: Manchester Specialty Programs Insurance Closed Date: 2/1/2023 Location: MA Media: Goto One 80 Intermediaries MarshBerry Advisory Role: MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance February 2023
Acquisition
Alkeme Insurance has acquired PEO Exchange, Inc.
MarshBerry served as the financial advisor to Alkeme Insurance
Toggle Transaction Details 2/1/2023
Alkeme Insurance has acquired PEO Exchange, Inc.
MarshBerry served as the financial advisor to Alkeme Insurance
Alkeme Insurance-PEO-02/2023 Buyer: Alkeme Insurance Seller: PEO Exchange, Inc. # of Employees: 150 Closed Date: 2/1/2023 Location: California Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance February 2023
Acquisition
Inszone Insurance Services, Inc. has acquired Champions Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details 2/3/2023
Inszone Insurance Services, Inc. has acquired Champions Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone-Champions-02/2023 Buyer: Inszone Insurance Services, Inc. Seller: Champions Insurance Group Closed Date: 2/3/2023 Location: Texas Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. February 2023
Acquisition
The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details 2/1/2023
The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC
MarshBerry served as the financial advisor to The Hilb Group, LLC
Hilb-National-02/2023 Buyer: The Hilb Group, LLC Seller: National Enrollment Partners Holdings, LLC Closed Date: 2/1/2023 Location: Virginia Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC February 2023
Acquisition
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023
Acquisition
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023
Acquisition
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023
Acquisition
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
January 2023
Acquisition
Quintes has acquired Weitenberg
MarshBerry International served as the financial advisor to Weitenberg
Toggle Transaction Details 1/26/2023
Quintes has acquired Weitenberg
MarshBerry International served as the financial advisor to Weitenberg
Quintes-Weitenberg-01/2023 Buyer: Quintes Seller: Weitenberg Closed Date: 1/26/2023 Location: Netherlands Media: Learn More MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Weitenberg January 2023
Acquisition
Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details 1/12/2023
Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree-Provision-01/2023 Buyer: Evertree Insurance Group Seller: Provision Insurance Group Closed Date: 1/12/2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group January 2023
Acquisition
Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc.
MarshBerry served as the financial advisor to John C. Breckenridge Insurance Solutions, Inc.
Toggle Transaction Details 1/11/2023
Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc.
MarshBerry served as the financial advisor to John C. Breckenridge Insurance Solutions, Inc.
AJG-JCB Insurance-01/2023 Buyer: Arthur J. Gallagher & Co. Seller: John C. Breckenridge Insurance Solutions, Inc. Closed Date: 1/11/2023 Media: Goto Money Controller MarshBerry Advisory Role: MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc. January 2023
Acquisition
Relation Insurance Services Inc. has acquired Napa Valley Insurance Services
MarshBerry served as the financial advisor to Napa Valley Insurance Services
Toggle Transaction Details 1/10/2023
Relation Insurance Services Inc. has acquired Napa Valley Insurance Services
MarshBerry served as the financial advisor to Napa Valley Insurance Services
Relation Insurance-Napa Valley Insurance 01/2023 Buyer: Relation Insurance Services, Inc. Seller: Napa Valley Insurance Services Closed Date: 1/10/2023 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Napa Valley Insurance Services January 2023
Acquisition
AssuredPartners, Inc. has acquired IFS Benefits
MarshBerry served as the financial advisor to IFS Benefits
Toggle Transaction Details 1/1/2023
AssuredPartners, Inc. has acquired IFS Benefits
MarshBerry served as the financial advisor to IFS Benefits
Assured Partners-IFS Benefits-01/2023 Buyer: AssuredPartners, Inc. Seller: IFS Benefits # of Employees: 180 Closed Date: 1/1/2023 Location: Delaware Media: Goto PRWeb MarshBerry Advisory Role: MarshBerry served as the financial advisor to IFS Benefits January 2023
Acquisition
Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details 1/10/2023
Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services
Specialty Program Group-Euclid Fiduciary 01/2023 Buyer: Specialty Program Group, LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services December 2022
Acquisition
World Insurance Associates, LLC has acquired Tomlinson & O’Neil Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition
RSC Insurance Brokerage, Inc. has acquired Bullen Insurance Group
MarshBerry served as the financial advisor to Bullen Insurance Group
December 2022
Acquisition
Cadence Insurance has acquired Warriner & Associates Insurance, Inc.
MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.
December 2022
Acquisition
Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC
MarshBerry served as the financial advisor to Technical Assurance, LLC
December 2022
Acquisition
World Insurance Associates, LLC has acquired Durfee Buffinton Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
