Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC
MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC†
Toggle Transaction Details June 2024 Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC
MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC†
Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC Buyer: Arthur J. Gallagher & Co. Seller: OperationsInc, LLC & The HR Roundtable, LLC Closed Date: 06/21/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC† June 2024
Acquisition Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM†
Toggle Transaction Details June 2024 Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM†
Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc. Buyer: Hub International Limited Seller: Combined HCM Closed Date: 06/04/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Combined HCM† June 2024
Acquisition Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance†
Toggle Transaction Details June 2024 Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance†
Amerilife has acquired Succession Capital Alliance Buyer: Amerilife Seller: Succession Capital Alliance Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Succession Capital Alliance† May 2024
Acquisition Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Toggle Transaction Details May 2024 Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC† May 2024 
Acquisition Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services†
Toggle Transaction Details May 2024 Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services†
Hub International Limited has acquired Merriwether & Williams Insurance Services Buyer: Hub International Limited Seller: Merriwether & Williams Insurance Services Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services† May 2024
Acquisition Insurance for Students, Inc. has acquired Global Secutive, LLC
MarshBerry served as the financial advisor to Global Secutive, LLC†
Toggle Transaction Details May 2024 Insurance for Students, Inc. has acquired Global Secutive, LLC
MarshBerry served as the financial advisor to Global Secutive, LLC†
Insurance for Students, Inc. has acquired Global Secutive, LLC Buyer: Insurance for Students, Inc. Seller: Global Secutive, LLC Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Global Secutive, LLC† April 2024
Acquisition bswift has acquired Davis & Company
MarshBerry served as the financial advisor to Davis & Company†
Toggle Transaction Details April 2024 bswift has acquired Davis & Company
MarshBerry served as the financial advisor to Davis & Company†
bswift has acquired Davis & Company Buyer: bswift Seller: Davis & Company Closed Date: 4/12/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Davis & Company† April 2024 
Acquisition Hub International Limited has acquired Sale Insurance Agency, Inc.
MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.†
Toggle Transaction Details April 2024 Hub International Limited has acquired Sale Insurance Agency, Inc.
MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.†
Hub International Limited has acquired Sale Insurance Agency, Inc. Buyer: Hub International Limited Seller: Sale Insurance Agency, Inc. Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.† April 2024
Acquisition Higginbotham Insurance Agency, Inc. has acquired Eagan Insurance Agency, LLC.
MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC†
Toggle Transaction Details April 2024 Higginbotham Insurance Agency, Inc. has acquired Eagan Insurance Agency, LLC.
MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC†
Higginbotham Insurance Agency, Inc. has acquired Eagan Insurance Agency, LLC. Buyer: Higginbotham Insurance Agency, Inc. Seller: Eagan Insurance Agency, LLC. Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC.† April 2024
Acquisition Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.
MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.†
Toggle Transaction Details April 2024 Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.
MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.†
Alera Group, Inc. has acquired HealthSure Insurance Services, Inc. Buyer: Alera Group, Inc. Seller: HealthSure Insurance Services, Inc. Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.† April 2024
Acquisition Alkeme Insurance has acquired Ralph Weiner & Associates, LLC
MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC†
Toggle Transaction Details April 2024 Alkeme Insurance has acquired Ralph Weiner & Associates, LLC
MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC†
Alkeme Insurance has acquired Ralph Weiner & Associates, LLC Buyer: Alkeme Insurance Seller: Ralph Weiner & Associates, LLC Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC† March 2024
Acquisition Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024
Merger Hg Capital has invested in induver and Clover
MarshBerry served as the financial advisor to induver
March 2024
Acquisition Marsh & McLennan Agency, LLC has acquired Querbes & Nelson
MarshBerry served as the financial advisor to Querbes & Nelson†
Toggle Transaction Details March 2024 Marsh & McLennan Agency, LLC has acquired Querbes & Nelson
MarshBerry served as the financial advisor to Querbes & Nelson†
Marsh & McLennan Agency, LLC has acquired Querbes & Nelson Buyer: Marsh & McLennan Agency, LLC Seller: Querbes & Nelson Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Querbes & Nelson† March 2024 
Acquisition Marsh & McLennan Agency, LLC has acquired Louisiana Companies
MarshBerry served as the financial advisor for Louisiana Companies†
Toggle Transaction Details March 2024 Marsh & McLennan Agency, LLC has acquired Louisiana Companies
MarshBerry served as the financial advisor for Louisiana Companies†
Marsh & McLennan Agency, LLC has acquired Louisiana Companies Buyer: Marsh & McLennan Agency, LLC Seller: Louisiana Companies Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor for Louisiana Companies† March 2024
Acquisition AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.
MarshBerry served as a financial advisor to BRP Group, Inc.†
Toggle Transaction Details March 2024 AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.
MarshBerry served as a financial advisor to BRP Group, Inc.†
AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc. Buyer: AmWINS Group, Inc. Seller: BRP Group, Inc. Closed Date: 03/01/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to BRP Group, Inc.† January 2024
Acquisition Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency†
Toggle Transaction Details January 2024 Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency†
Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: John Galt Insurance Agency Closed Date: 01/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to John Galt Insurance Agency† January 2024
Acquisition Highstreet Insurance Partners, Inc. has acquired A privately-held insurance agency
MarshBerry served as the financial advisor to the Seller†
January 2024
Acquisition Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC†
Toggle Transaction Details January 2024 Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC†
Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon December 2023
Acquisition Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies
MarshBerry served as the financial advisor to Aldrich Benefits LP†
Toggle Transaction Details December 2023 Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies
MarshBerry served as the financial advisor to Aldrich Benefits LP†
Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Buyer: Alliant Insurance Services, Inc. Seller: Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Closed Date: 12/31/2023 Location: Oregon Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Aldrich Benefits†† Advisory services provided by MarshBerry Capital
