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*IMAS Corporate Finance LLP has been acquired by MarshBerry
September 2022 One80 Intermediaries, LLC C & M First Services Inc. Acquisition

One80 Intermediaries, LLC has acquired C&M First Services, Inc. 

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

September 2022 World Insurance Associates, LLC Tarpey Insurance Group Acquisition

World Insurance Associates, LLC has acquired Tarpey Insurance Group

MarshBerry served as the financial advisor to World Insurance Associates, LLC

August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC

August 2022 World Insurance Associates, LLC Rush-Kent Insurance Acquisition

World Insurance Associates, LLC has acquired Rush-Kent Insurance

MarshBerry served as the financial advisor to World Insurance Associates, LLC

July 2022 Alera Group, Inc. Noyle Johnson Insurance, Inc. Acquisition

Alera Group, Inc. has acquired Noyle Johnson Insurance, Inc.

MarshBerry served as the financial advisor to Alera Group, Inc.

May 2022 One80 Intermediaries, LLC VFIS of North Carolina Acquisition

One80 Intermediaries, LLC has acquired VFIS of North Carolina

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

April 2022 PCF Insurance Services Knoll Insurance Agency Acquisition

PCF Insurance Services has acquired Knoll Insurance Agency

MarshBerry served as the financial advisor to PCF Insurance Services

March 2022 PCF Insurance Services a privately-held insurance agency in North Carolina Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina

MarshBerry was the financial advisor to PCF Insurance Services

January 2022 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry served as the financial advisor to PCF Insurance Services

January 2022 Higginbotham Insurance Agency, Inc. The Underwriters Group, Inc. Acquisition

Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

Toggle Transaction Details 1/19/2022

Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

Higginbotham - The Underwriters Group - 1/19/2022 Buyer: Higginbotham Insurance Agency, Inc. Seller: The Underwriters Group, Inc. Closed Date: 1/19/2022 Location: KY Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial advisor to Hub International Limited

December 2021 Oakbridge Insurance Agency, LLC Shield Insurance Partners, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

December 2021 Oakbridge Insurance Agency, LLC Jenkins, Skipworth & Associates Acquisition Oakbridge Insurance Agency, LLC has acquired Jenkins, Skipworth & Associates

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

December 2021 Oakbridge Insurance Agency, LLC Marietta Insurance Services Acquisition Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

December 2021 Alera Group, Inc. a privately-held insurance agency in Michigan Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Michigan

MarshBerry was the financial advisor to Alera Group, Inc.

December 2021 U.S. Retirement Partners, Inc. Don Crawford & Associates

U.S. Retirement Partners, Inc. has acquired Don Crawford & Associates

MarshBerry served as the financial advisor to U.S. Retirement Partners, Inc.

December 2021 Oakbridge Insurance Agency, LLC Your Insurance Centers, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

December 2021 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to PCF Insurance Services

October 2021 Higginbotham Insurance Agency, Inc. Financial Benefit Services, Inc. Acquisition Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

October 2021 Higginbotham Insurance Agency, Inc. MGM Benefits Group Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

*IMAS Corporate Finance LLP has been acquired by MarshBerry