Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Hub International Limited has acquired Leavitt Insurance Services of Southern California, Inc. MarshBerry was financial adviser to Leavitt Insurance Services of Southern California, Inc.
March 2017
Acquisition Ryan Specialty Group, LLC has acquired Trident Marine Managers, Inc. MarshBerry was financial adviser to Trident Marine Managers, Inc.†
February 2017
The Graham Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry served as The Graham Company’s Financial Adviser.
February 2017 
Acquisition Hub International Limited has acquired Denali Alaskan Insurance, LLC from Denali Federal Credit Union MarshBerry was financial adviser to Denali Alaskan Insurance, LLC and Denali Federal Credit Union
February 2017
Acquisition Canaccord Genuity Wealth Management has acquired C. Hoare & Co.
IMAS acted as the exclusive financial advisor to C. Hoare & Co.*
February 2017
Acquisition Zenith American Solutions has acquired Pacific Federal, LLC MarshBerry was financial adviser to Pacific Federal, LLC
February 2017
Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Florida MarshBerry was financial adviser to the Seller
February 2017
Acquisition Hilb Group, LLC has acquired Consolidated Marketing Group, Inc. dba Charlotte Insurance MarshBerry was financial adviser to Hilb Group, LLC
February 2017 
Acquisition Ryan Specialty Group, LLC has acquired Interstate Insurance Management, Inc. MarshBerry was financial adviser to Interstate Insurance Management, Inc.
January 2017
Acquisition Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan MarshBerry was financial adviser to the Seller
December 2016
Acquisition Alera Group, Inc. has acquired A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC MarshBerry was financial adviser to A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC
December 2016 
Acquisition Alera Group, Inc. has acquired American Insurance Administrators, Inc. dba AIA Benefits Resource Group MarshBerry was financial adviser to American Insurance Administrators, Inc. dba AIA Benefits Resource Group American Insurance Administrators, Inc. dba AIA Benefits Resource Group
December 2016 Acquisition Alera Group, Inc. has acquired Brown & Noyes, LLC dba Ardent Solutions MarshBerry was financial adviser to Brown & Noyes, LLC dba Ardent Solutions
December 2016 
Acquisition Alera Group, Inc. has acquired Beacon Retiree Benefits Group LLC MarshBerry was financial adviser to Beacon Retiree Benefits Group, LLC
December 2016 
Acquisition Alera Group, Inc. has acquired Benefit Advisors Network, LLC dba BAN MarshBerry was financial adviser to Benefit Advisors Network, LLC dba BAN
December 2016 
Acquisition Alera Group, Inc. has acquired Benico, Ltd. MarshBerry was financial adviser to Benico, Ltd.
December 2016 Acquisition Alera Group, Inc. has acquired C. M. Smith Agency, Inc. MarshBerry was financial adviser to C.M. Smith Agency, Inc.
December 2016 Acquisition Hub International Limited has acquired Cathedral Insurance Services (1995) Ltd. MarshBerry was financial adviser to Hub International Limited
December 2016 
Acquisition Alera Group, Inc. has acquired HP Planning, LLC dba CBP and/or Creative Benefit Planning MarshBerry was financial adviser to HP Planning, LLC dba CBP and/or Creative Benefit Planning
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.
† Advisory services provided by MarshBerry Capital
