Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
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
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
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.
December 2016
Acquisition
NFP Corp. has acquired City Securities Insurance, LLC
MarshBerry was financial adviser to NFP Corp.
December 2016
Acquisition
Alera Group, Inc. has acquired Coury Health Services, Inc.
MarshBerry was financial adviser to Coury Health Services, Inc.
December 2016
Acquisition
Alera Group, Inc. has acquired Corporate Plans, Inc. dba CPI-HR
MarshBerry was financial adviser to Corporate Plans, Inc. dba CPI-HR
December 2016
Acquisition
Alera Group, Inc. has acquired Forum Benefits, Inc.
MarshBerry was financial adviser to Forum Benefits, Inc.
December 2016
Acquisition
Alera Group, Inc. has acquired GCG Financial, Inc
MarshBerry was financial adviser to the GCG Financial, Inc
† Advisory services provided by MarshBerry Capital