Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
November 2022

Specialty Program Group, LLC has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions†

November 2022 Acquisition

Ryan Specialty Group has acquired Centurion Liability Insurance Services

MarshBerry served as the financial advisor to Ryan Specialty Group

October 2022

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.†

October 2022 Acquisition

World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services

MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services†

October 2022 Acquisition

Warner Pacific Insurance Services has acquired American Insurance Brokers, Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO

MarshBerry served as the financial advisor to UNICO†

October 2022 Acquisition

World Insurance Associates, LLC has acquired CDR Insurance Group Inc 

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

September 2022 Acquisition

RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group 

MarshBerry served as the financial advisor to Wallace Specialty Insurance Group†

September 2022 Acquisition

Alera Group, Inc. has acquired Greenhill Insurance Services 

MarshBerry served as the financial advisor to Greenhill Insurance Services†

September 2022 One80 Intermediaries, LLC Acquisition

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

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

September 2022 Acquisition

Partners Group has invested in Foundation Risk Partners

MarshBerry served as the financial advisor to Foundation Risk Partners†

August 2022 Acquisition

Scottish American has acquired Brookside General Insurance Services, Inc.

MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.†

August 2022 Acquisition

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

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

July 2022 Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

July 2022 Acquisition

Cover Genius Holdings Pty Limited has acquired Booking Projects Limited 

IMAS acted as the exclusive financial advisor to Booking Project Limited*

May 2022 Acquisition

One80 Intermediaries, LLC has acquired VFIS of North Carolina

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

May 2022 Acquisition

Field Pros Direct has acquired Dineley Claims Services, Inc.

MarshBerry served as the financial advisor to Dineley Claims Services, Inc.†

May 2022 Acquisition Specialty Program Group LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC†

April 2022 Acquisition

Risk Placement Services, Inc. has acquired G. A. Mavon & Co. & it’s wholly-owned subsidiary, Mavco Insurance Agency 

MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency†

April 2022 Acquisition

Lockton Affinity has acquired SBG, Inc. Insurance Services

MarshBerry served as the financial advisor to SBG, Inc. Insurance Services†

March 2022 Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry served as the financial advisor to Hawley & Associates, LLC†

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital