Transactions
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† Advisory services provided by MarshBerry Capital
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.
March 2017
Acquisition
Hilb Group, LLC has acquired American Truck Insurance Exchange, LLC
MarshBerry was financial adviser to Hilb Group, LLC
March 2017
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.*
† Advisory services provided by MarshBerry Capital