Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Hub International Limited has acquired Belyer Insurance Limited dba EasyInsure
MarshBerry was financial adviser to Hub International Limited
January 2018
Acquisition
Sunstar Insurance Group, LLC has acquired the Jonesboro, AR agency operations from Stephens Insurance
MarshBerry was financial adviser to Sunstar Insurance Group, LLC
December 2017
Acquisition
Acrisure, LLC has acquired Undisclosed Insurance Agency in California
MarshBerry was financial adviser to the Seller
December 2017
Acquisition
Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan
MarshBerry was financial adviser to the Seller
December 2017
Merger
R. N. Fey Company, Inc. has merged with Beaton Insurance Agency, LLC
MarshBerry was financial adviser to the R. N. Fey Company, Inc. and Beaton Insurance Agency, LLC
December 2017
Acquisition
Hub International Limited has acquired Contractor's Services, Inc.
MarshBerry was the financial adviser to Hub International Limited
December 2017
Acquisition
Hub International Limited has acquired Surety Services, LLC
MarshBerry was the financial adviser to Hub International Limited
December 2017
Acquisition
Hub International Limited has acquired Desert Empire Insurance Services, Inc.
MarshBerry was the financial adviser to Desert Empire Insurance Services, Inc.†
December 2017
Acquisition
Hilb Group, LLC has acquired Insurance Trustees, Inc.
MarshBerry was financial adviser to Insurance Trustees, Inc.†
November 2017
Acquisition
Reschini Agency, Inc. has acquired majority ownership of S&T-Evergreen Insurance, LLC
MarshBerry was financial adviser to Reschini Agency, Inc.
November 2017
Acquisition
Hilb Group, LLC has acquired HR Knowledge, Inc.
MarshBerry was financial adviser to HR Knowledge, Inc.†
November 2017
Acquisition
Hilb Group, LLC has acquired the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.
MarshBerry was financial adviser to Hilb Group, LLC
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
Prime Risk Partners, Inc. has acquired Gunn, Steers & Company, LLC
MarshBerry was financial adviser to Prime Risk Partners, Inc.
October 2017
Acquisition
Vantage Insurance Services has acquired Maybury James Limited
IMAS acted as the exclusive financial advisor to Maybury James Limited*
October 2017
Acquisition
Hub International Limited has acquired Banyan Consulting Group, Inc.
MarshBerry was the financial adviser to Banyan Consulting Group, 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.†
September 2017
Acquisition
Hub International Limited has acquired Costello & Sons Insurance Brokers, Inc.
MarshBerry was financial adviser to Costello & Sons Insurance Brokers, Inc.
September 2017
Acquisition
PIB Group Limited has acquired Morton Michael
IMAS acted as the exclusive financial advisor to Morton Michael*
September 2017
Acquisition
Specialty Program Group LLC has acquired Borisoff Insurance Services Inc. dba Monarch E&S Insurance
MarshBerry was financial adviser to Specialty Program Group, LLC
† Advisory services provided by MarshBerry Capital