Transactions
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† Advisory services provided by MarshBerry Capital


Specialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry served as the financial advisor to ESP Brokerage LLC
July 2022

Cover Genius Holdings Pty Limited has acquired Booking Projects Limited
IMAS acted as the exclusive financial advisor to Booking Project Limited*
May 2022

One80 Intermediaries, LLC has acquired VFIS of North Carolina
MarshBerry served as the financial advisor to One80 Intermediaries, LLC
May 2022

Field Pros Direct has acquired Dineley Claims Services, Inc.
MarshBerry served as the financial advisor to Dineley Claims Services, Inc.†
May 2022

MarshBerry served as the financial advisor to Jones Birdsong, LLC†
April 2022

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

Lockton Affinity has acquired SBG, Inc. Insurance Services
MarshBerry served as the financial advisor to SBG, Inc. Insurance Services†
March 2022

MarshBerry served as the financial advisor to Hawley & Associates, LLC†
January 2022

Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services
MarshBerry was the financial advisor to Warner Pacific Insurance Services†
Toggle Transaction Details January 2022

Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services
MarshBerry was the financial advisor to Warner Pacific Insurance Services†
Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services Buyer: Lovell Minnick Partners, LLC Seller: Warner Pacific Insurance Services Firm Type: MGA Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry was the financial advisor to Warner Pacific Insurance Services December 2021

MarshBerry was the financial advisor to Innovative Risk Management†
December 2021

MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.†
December 2021

MarshBerry was the financial advisor to Pearl Insurance†
December 2021

Davies Group has acquired Building Validation Solutions Group of Companies
IMAS acted as the exclusive financial advisor to the Building Validation Solutions Group of Companies*
December 2021

MarshBerry was the financial advisor to Arcana Insurance Services, LP†
December 2021

MarshBerry was the financial advisor to Construction Risk Partners†
December 2021

MarshBerry was the financial advisor to The D.B.L Center Ltd.†
November 2021

HSB has acquired MD Group of Companies
IMAS acted as the exclusive financial advisor to the MD Group of Companies*
October 2021

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021

MarshBerry was the financial advisor to AURA Holdings, LLC
October 2021

MarshBerry was the financial advisor to American Union Risk Management, LLC
† Advisory services provided by MarshBerry Capital