Transactions
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† Advisory services provided by MarshBerry Capital
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
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†
January 2022
Acquisition 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 
Acquisition One80 Intermediaries has acquired Innovative Risk Management MarshBerry was the financial advisor to Innovative Risk Management†
December 2021 
Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc. MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.†
December 2021 
Acquisition One80 Intermediaries has acquired Pearl Insurance MarshBerry was the financial advisor to Pearl Insurance†
† Advisory services provided by MarshBerry Capital
