Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Aon has acquired Portus Consulting
IMAS acted as the exclusive financial advisor to Portus Consulting*
June 2017
Acquisition
Alera Group, Inc. has acquired Group Benefits, LLC
MarshBerry was financial adviser to Group Benefits, LLC†
June 2017
Acquisition
Relation Insurance, Inc. has acquired has acquired personal and small commercial lines book of business from Liberty Company Insurance Brokers, LLC
MarshBerry was financial adviser to Liberty Company Insurance Brokers, LLC
June 2017
Acquisition
The Nexus Group has acquired Aquila Underwriting
IMAS acted as the exclusive financial advisor to Aquila Underwriting*
June 2017
Acquisition
National Senior Insurance, Inc. unit Seeman Holtz Property and Casualty, Inc. has acquired Direct Choice Insurance Services, Inc.
MarshBerry was financial adviser to Direct Choice Insurance Services, Inc.
June 2017
Acquisition
Arthur J. Gallagher & Co. has acquired Northern Star Insurance Services
MarshBerry was financial adviser to Northern Star Insurance Services
June 2017
Acquisition
Specialty Program Group, LLC has acquired Hanson & Paul Inc. dba Paul Hanson Partners
MarshBerry was financial adviser to Specialty Program Group, LLC
June 2017
Acquisition
Hub International Limited has acquired the assets of Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates
MarshBerry was financial adviser to Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates
May 2017
Acquisition
Specialty Program Group LLC has acquired Workers Compensation Business from Marketscout Corporation
MarshBerry was financial adviser to Specialty Program Group, LLC
May 2017
Acquisition
Workers Credit Union has acquired Braley Wellington Insurance Group
MarshBerry was financial adviser to Workers Credit Union
May 2017
Acquisition
Hub International Limited has acquired CIFS Inc. dba City Insurance Services Co. and its affiliates Silver City Insurance Services Inc. and J&C Financial Planning Inc. d/b/a MOA Financial Services
MarshBerry was financial adviser to the Seller†
April 2017
Merger
Hausmann-Johnson Insurance, Inc. has acquired The Benefit Services Group, Inc.
MarshBerry was financial adviser to both Hausmann-Johnson Insurance, Inc. and The Benefit Services Group, Inc.
April 2017
Acquisition
First Defiance Financial Corp. has acquired Corporate One Benefits Agency, Inc.
MarshBerry was financial adviser to Corporate One Benefits Agency, Inc.
April 2017
Acquisition
Prime Risk Partners, Inc. has acquired Gundermann & Gundermann, Inc.
MarshBerry was financial adviser to Prime Risk Partners, Inc.
March 2017
Acquisition
USI Insurance Services, LLC has acquired Cameron M. Harris & Co. LLC
MarshBerry was financial adviser to USI, Inc.
March 2017
Acquisition
Arthur J. Gallagher & Co. has acquired Farallone Pacific Insurance Services, LLC
MarshBerry was financial adviser to Farallone Pacific Insurance Services, LLC
March 2017
Acquisition
Baldwin Risk Partners has acquired Bradenton Insurance, LLC
MarshBerry was financial adviser to Bradenton Insurance, LLC
March 2017
Acquisition
Hub International Limited has acquired BCI Group, Inc.
MarshBerry was financial adviser to BCI Group, Inc.
March 2017
Acquisition
Hub International Limited has acquired Heritage Corporate Benefits, LLC
MarshBerry was financial adviser to Heritage Corporate Benefits, LLC
March 2017
Acquisition
NFP Corp. has acquired HOLE-IN-ONE U.S.A.
MarshBerry was financial adviser to HOLE-IN-ONE U.S.A.
† Advisory services provided by MarshBerry Capital