Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Seeman Holtz Property and Casualty, Inc. has acquired Elton Porter Marine Insurance Agency, Inc.
MarshBerry was financial adviser to Elton Porter Marine Insurance Agency, Inc.
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
Stackhouse Poland has acquired Honour Point Limited
IMAS acted as the exclusive financial advisor to Stackhouse Poland*
April 2018
Acquisition
PIB Group Limited has acquired Wilby (Group) Limited
IMAS acted as the exclusive financial advisor to Wilby (Group) Limited*
April 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Ohio
MarshBerry was financial adviser to the Seller
April 2018
Acquisition
CompStar Holding Company, LLC has acquired CompStar Insurance Services, LLC (a wholly owned entity of Exstar Financial Corporation)
MarshBerry was the financial adviser in this transaction
April 2018
Acquisition
Specialty Program Group, LLC has acquired Norman-Spencer Agency, Inc. (the marine and crane divisions)
MarshBerry was financial adviser to Specialty Program Group, LLC
April 2018
Acquisition
Worldwide Facilities, LLC has acquired Tennant Risk Services Insurance Agency, LLC
MarshBerry was financial adviser to Tennant Risk Services Insurance Agency, LLC
April 2018
Acquisition
Hub International Limited has acquired The Benefits Company, Inc.
MarshBerry was financial adviser to Hub International Limited
April 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to the Seller
April 2018
Acquisition
Acrisure, LLC has acquired HNI Risk Services, LLC
MarshBerry was financial adviser to HNI Risk Services, LLC
March 2018
Acquisition
Hub International Limited has acquired Spectra Management, LLC
MarshBerry was the financial adviser to Hub International Limited
March 2018
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in Michigan
MarshBerry was financial adviser to the Seller
February 2018
Acquisition
Long Ridge Equity Partners LLC has acquired SALI Fund Management, LLC dba SALI Fund Services, LLC
MarshBerry was financial adviser to SALI Fund Management, LLC d/b/a SALI Fund Services, LLC
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 Davidson Benefits Planning, LLC
MarshBerry was financial adviser to Alera Group, Inc.
February 2018
Acquisition
Hub International Limited has acquired Der Manouel Insurance & Financial Services, Inc.
MarshBerry was the financial adviser to Der Manouel Insurance & Financial Services, Inc.†
February 2018
Acquisition
Alera Group, Inc. has acquired Spring Consulting Group, LLC
MarshBerry was financial adviser to Alera Group, Inc.
February 2018
Acquisition
Alera Group, Inc. has acquired Wilson Albers & Company LLC and certain related entities
MarshBerry was financial adviser to the Wilson Albers & Company LLC and certain entities†
January 2018
Acquisition
Seeman Holtz Property and Casualty, Inc. has acquired Xponent Employer Solutions, Inc.
MarshBerry was financial adviser to Xponent Employer Solutions, Inc.†
† Advisory services provided by MarshBerry Capital