Transactions
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Acquisition Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired The Banks Agency, Inc. Buyer: Evertree Insurance Group Seller: The Banks Agency, Inc. Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023
Acquisition C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023 C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Private Management Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Private Management Insurance Agency Closed Date: 7/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023 
Acquisition C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023 C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Clark Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Clark Insurance Agency Closed Date: 07/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023 
Acquisition Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alliance Insurance Services Buyer: Evertree Insurance Group Seller: Alliance Insurance Services Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023 
Acquisition Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired 1st American Insurance Buyer: Evertree Insurance Group Seller: 1st American Insurance Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023 
Acquisition Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc. Buyer: Evertree Insurance Group Seller: Alex Johnson Insurance Agency Inc. Closed Date: 07/01/2023 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023
Acquisition Alkeme Insurance has acquired Milestone Company
MarshBerry served as the financial advisor to Alkeme Insurance
Toggle Transaction Details July 2023 Alkeme Insurance has acquired Milestone Company
MarshBerry served as the financial advisor to Alkeme Insurance
Alkeme Insurance has acquired Milestone Company Buyer: Alkeme Insurance Seller: Milestone Company Closed Date: 07/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance July 2023 
Acquisition Evertree Insurance Group has acquired State of Art Insurance Agency
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired State of Art Insurance Agency
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired State of Art Insurance Agency Buyer: Evertree Insurance Group Seller: State of Art Insurance Agency Closed Date: 07/01/2023 Location: Washington DC MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group June 2023
Acquisition King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
Toggle Transaction Details June 2023 King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
King Insurance Partners has acquired Pavese-McCormick Agency, Inc. Buyer: King Insurance Partners Seller: Pavese-McCormick Agency, Inc. Closed Date: 06/15/23 Location: New Jersey MarshBerry Advisory Role: MarshBerry served as the financial advisor to King Insurance Partners June 2023
Acquisition Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Custom Results Corporate Consulting, LLC Buyer: Hub International Limited Seller: Custom Results Corporate Consulting, LLC Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc. Buyer: Hub International Limited Seller: Ibex Enterprises, Inc. Closed Date: 06/01/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Business Benefits Resource, LLC Buyer: Hub International Limited Seller: Business Benefits Resource, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Health Insurance Consultants Buyer: Hub International Limited Seller: Health Insurance Consultants Closed Date: 06/01/2023 Location: Illinois Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Creative Benefit Solutions, LLC Buyer: Hub International Limited Seller: Creative Benefit Solutions, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired Joseph Aiello & Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Joseph Aiello & Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Joseph Aiello & Associates, Inc. Buyer: Hub International Limited Seller: Joseph Aiello & Associates, Inc. Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited May 2023
Acquisition Oakbridge Insurance Agency LLC has acquired JHA Risk Management
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Toggle Transaction Details May 2023 Oakbridge Insurance Agency LLC has acquired JHA Risk Management
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC has acquired JHA Risk Management Buyer: Oakbridge Insurance Agency LLC Seller: JHA Risk Management Closed Date: 05/01/2023 Location: North Carolina Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC April 2023 
Acquisition Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details April 2023 Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired The Wooditch Company Buyer: Hub International Limited Seller: The Wooditch Company Closed Date: 4/24/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited April 2023
Acquisition Alera Group, Inc. has acquired iPros Insurance Professionals
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details April 2023 Alera Group, Inc. has acquired iPros Insurance Professionals
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired iPros Insurance Professionals Buyer: Alera Group, Inc. Seller: iPros Insurance Professionals Closed Date: 4/1/2023 Location: California Media: Goto Alera Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. April 2023
Acquisition Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Toggle Transaction Details April 2023 Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Arch Insurance Group has acquired Thimble Insurance Buyer: Arch Insurance Group Seller: Thimble Insurance Closed Date: 4/3/2023 Location: New York Media: Goto Arch Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arch Insurance Group April 2023
Acquisition Warburg Pincus, LLC has invested in K2 Insurance Services
MarshBerry served as a financial advisor to Warburg Pincus, LLC†
Toggle Transaction Details April 2023 Warburg Pincus, LLC has invested in K2 Insurance Services
MarshBerry served as a financial advisor to Warburg Pincus, LLC†
Warburg Pincus, LLC has invested in K2 Insurance Services Buyer: Warburg Pincus, LLC Seller: K2 Insurance Services Closed Date: 4/1/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as a financial advisor to Warburg Pincus, LLC† Advisory services provided by MarshBerry Capital
