Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Hub International Limited has acquired Porchlight Financial
MarshBerry was the financial adviser to Hub International Limited
May 2019
Acquisition
Phoenix Equity Partners has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
March 2019
Acquisition
Canaccord Genuity Wealth Management has acquired Thomas Miller Investment
IMAS acted as the exclusive financial advisor to Thomas Miller Investment*
March 2019
Acquisition
Hub International Limited has acquired The Insurance Exchange, Inc.
MarshBerry was the financial adviser to The Insurance Exchange, Inc.†
January 2019
Acquisition
Broadstone has acquired CS Financial Solutions
IMAS acted as the exclusive financial advisor to CS Financial Solutions*
October 2018
Acquisition
Alera Group, Inc. has acquired Perspective Financial Group, LLC
MarshBerry was the financial adviser to Perspective Financial Group, LLC†
August 2018
Acquisition
Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates
MarshBerry was the financial adviser to Montoya & Associates†
April 2018
Acquisition
Alera Group, Inc. has acquired Tippett Moorhead Financial Partners LLC dba Tippett Moorhead & Haden Insurance Services, LLC
MarshBerry was financial adviser to Alera Group, Inc.
April 2018
Acquisition
Hub International Limited has acquired The Benefits Company, Inc.
MarshBerry was financial adviser to Hub International Limited
March 2018
Acquisition
Hub International Limited has acquired Spectra Management, LLC
MarshBerry was the financial adviser to Hub International Limited
February 2018
Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company
February 2018
Acquisition
Alera Group, Inc. has acquired Spring Consulting Group, LLC
MarshBerry was financial adviser to Alera Group, Inc.
November 2017
Acquisition
Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc.
MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.†
October 2017
Acquisition
GCG Financial, LLC an Alera Group, Inc. Company has acquired Axis Benefits Consultants, Inc.
MarshBerry was financial adviser to Axis Benefits Consultants, Inc.†
February 2017
Acquisition
Canaccord Genuity Wealth Management has acquired C. Hoare & Co.
IMAS acted as the exclusive financial advisor to C. Hoare & Co.*
December 2016
Acquisition
Alera Group, Inc. has acquired J.A. Counter & Associates, Inc.
MarshBerry was financial adviser to J.A. Counter & Associates, Inc.
December 2016
Acquisition
Alera Group, Inc. has acquired GCG Financial, Inc
MarshBerry was financial adviser to the GCG Financial, Inc
December 2016
Acquisition
Alera Group, Inc. has acquired Centennial Group Benefits and Insurance Services, Inc.
MarshBerry was financial adviser to Centennial Group Benefits and Insurance Services, Inc.
August 2016
Acquisition
Inflexion Private Equity and Global Reach Partners have acquired FC Exchange
IMAS acted as the exclusive financial advisor to FC Exchange*
July 2016
Acquisition
Embark Group has acquired Rowanmoor Group plc
IMAS acted as the exclusive financial advisor to Rowanmoor Group plc*
† Advisory services provided by MarshBerry Capital