Transactions
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† Advisory services provided by MarshBerry Capital
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
September 2017
Acquisition
Sunstar Insurance Group, LLC has acquired P&C division and operations of Simmons Bank
MarshBerry was financial adviser to Simmons Bank
September 2017
Acquisition
Hub International Limited has acquired Stellarus Benefits, Inc.
MarshBerry was the financial adviser to Stellarus Benefits, Inc.
August 2017
Acquisition
Hub International Limited has acquired Coordinated Resources Group, LLC
MarshBerry was financial adviser to Hub International Limited
August 2017
Acquisition
Fred C. Church, Inc. has acquired Duble & O'Hearn, Inc.
MarshBerry was financial adviser to Duble & O’Hearn, Inc.
August 2017
Acquisition
Hub International Limited has acquired the assets of East West Insurance Services, Inc. from East West Bank
MarshBerry was financial adviser to East West Insurance Services, Inc. and East West Bank
August 2017
Acquisition
Hub International Limited has acquired Rogers, Gunter, Vaughn Insurance, Inc.
MarshBerry was financial adviser to Hub International Limited
July 2017
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
† Advisory services provided by MarshBerry Capital