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† Advisory services provided by MarshBerry Capital
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims
MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†
Toggle Transaction Details 11/2024
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims
MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims Buyer: Brightstone Specialty Group Seller: DMI Insurance Services and South Valley Claims MarshBerry Advisory Role: MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims† November 2024
Specialist Risk Group Limited has acquired One Claim Limited
MarshBerry served as the financial advisor to One Claim Limited
November 2024
Acquisition
Hub International Limited has acquired R.K. Gore & Associates
MarshBerry served as the financial advisor to R.K. Gore & Associates†
Toggle Transaction Details November 2024
Hub International Limited has acquired R.K. Gore & Associates
MarshBerry served as the financial advisor to R.K. Gore & Associates†
Hub International Limited has acquired R.K. Gore & Associates Buyer: Hub International Limited Seller: R.K. Gore & Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to R.K. Gore & Associates† November 2024
HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association
MarshBerry served as the financial advisor to Western Growers Association†
Toggle Transaction Details 11/4/24
HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association
MarshBerry served as the financial advisor to Western Growers Association†
HUB International Limited has acquired Western Growers Insurance Service Buyer: HUB International Limited Seller: Western Growers Insurance Service, a subsidiary of Western Growers Association. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Western Growers Association† November 2024
Acquisition
HUB International Limited has acquired Legacy Planning Partners
MarshBerry served as the financial advisor to Legacy Planning Partners†
October 2024
Acquisition
Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Toggle Transaction Details October 2024
Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Signers National LLC has acquired TRX Insurance Services, Inc. Buyer: Signers National LLC Seller: TRX Insurance Services, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to TRX Insurance Services, Inc. October 2024
Arthur J. Gallagher & Co. has acquired Adept Benefits
MarshBerry served as the financial advisor to Adept Benefits†
October 2024
Acquisition
Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Toggle Transaction Details October 2024
Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Connection Capital has acquired Hood Group Limited Buyer: Connection Capital Seller: Hood Group Limited MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hood Group Limited October 2024
Acquisition
Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited
MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited
October 2024
Unison Risk Advisors has acquired Avondale Insurance Associates
MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Toggle Transaction Details 10/10/2024
Unison Risk Advisors has acquired Avondale Insurance Associates
MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Unison Risk Advisors has acquired Avondale Insurance Associates Buyer: Unison Risk Advisors Seller: Avondale Insurance Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale Insurance Associates† October 2024
Acquisition
World Insurance Associates LLC has acquired First International Insurance
MarshBerry served as the financial advisor to First International Bank & Trust†
October 2024
Higginbotham Insurance Agency, Inc. has acquired Fitts Agency, Inc.
MarshBerry served as the financial advisor to Fitts Agency, Inc.†
Toggle Transaction Details 10/31/2024
Higginbotham Insurance Agency, Inc. has acquired Fitts Agency, Inc.
MarshBerry served as the financial advisor to Fitts Agency, Inc.†
Higginbotham Insurance Agency, Inc has acquired Fitts Agency, Inc. Buyer: Higginbotham Insurance Agency, Inc. Seller: Fitts Agency, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Fitts Agency, Inc.† October 2024
Acquisition
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
Toggle Transaction Details October 2024
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc. Buyer: AssuredPartners, Inc. Seller: CoyleKiley Insurance Agency, Inc. Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.† October 2024
Acquisition
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Toggle Transaction Details October 2024
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC Buyer: Marshall & Sterling, Inc. Seller: FitzGibbons Agency LLC Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FitzGibbons Agency LLC† September 2024
Acquisition
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Toggle Transaction Details September 2024
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.† September 2024
PIB Group Limited has acquired RS Insurance Brokers Limited
MarshBerry served as the financial advisor to RS Insurance Brokers Limited
September 2024
Acquisition
CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
Toggle Transaction Details September 2024
CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
CAC Group has acquired Media Guarantors Buyer: CAC Group Seller: Media Guarantors Closed Date: 09/19/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Media Guarantors† September 2024
Acquisition
True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC†
September 2024
Acquisition
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Toggle Transaction Details September 2024
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc. Buyer: Specialty Program Group LLC Seller: Professional Insurance Executives, Inc. Closed Date: 09/13/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.† September 2024
Acquisition
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
Toggle Transaction Details September 2024
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services) Buyer: South Shore Insurance Underwriters Seller: Linneman Specialty Insurance (LSI Insurance Services) Closed Date: 9/4/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)† Advisory services provided by MarshBerry Capital