Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Hub International Limited has acquired Pinnacle Financial Group, Inc. and Pinnacle Insurance Agency, Inc.
MarshBerry was financial adviser to Pinnacle Financial Group, Inc. and Pinnacle Insurance Agency, Inc.†
November 2016
Acquisition
AssuredPartners, Inc. has acquired TJ&S, Inc.
MarshBerry was financial adviser to TJ&S, Inc.
November 2016
Acquisition
Leavitt Group Enterprises, Inc. has acquired BB&H Benefit Designs, Inc.
MarshBerry was financial adviser to BB&H Benefit Designs, Inc.
November 2016
Acquisition
USI Insurance Services, LLC has acquired Johnson & Bryan, Inc.
MarshBerry was financial adviser to USI Insurance Services, LLC
October 2016
Acquisition
The Hilb Group, LLC has acquired Fundamental Insurance And Retirement Planning, Inc.
MarshBerry was financial adviser to Fundamental Insurance And Retirement Planning, Inc.
October 2016
Acquisition
Northwest Bancshares, Inc. has acquired Winans Insurance & Employee Benefits
MarshBerry was financial adviser to Northwest Bancshares, Inc.
October 2016
Acquisition
Hub International Limited has acquired Mayport Insurance & Realty, Inc
MarshBerry was financial adviser to Mayport Insurance & Realty, Inc.
October 2016
Acquisition
WinStar Insurance Group, LLC has acquired Regnier & Associates, Inc.
MarshBerry was financial adviser to Regnier & Associates, Inc.
October 2016
Acquisition
Hub International Limited has acquired Sweet & Baker Insurance Brokers, Inc.
MarshBerry was financial adviser to Sweet & Baker Insurance Brokers, Inc.†
October 2016
Acquisition
Hub International Limited has acquired Tevis Insurance Solutions, LLC
MarshBerry was financial adviser to Hub International Limited
September 2016
Acquisition
Hub International Limited has acquired Patterson Insurance Brokers Inc.
MarshBerry was financial adviser to Hub International Limited
September 2016
Acquisition
Hub International Limited has acquired Sarjeant Insurance Brokers Limited
MarshBerry was financial adviser to Hub International Limited.
August 2016
Acquisition
Inflexion Private Equity and Global Reach Partners have acquired FC Exchange
IMAS acted as the exclusive financial advisor to FC Exchange*
August 2016
Acquisition
Hub International Limited has acquired KeenanSuggs Insurance Inc.
MarshBerry was financial adviser to Hub International Limited
July 2016
Acquisition
Arthur J. Gallagher & Co. has acquired Blue Horizon Insurance Services, Inc.
MarshBerry was financial adviser to Blue Horizon Insurance Services, Inc.
July 2016
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
July 2016
Acquisition
Embark Group has acquired Rowanmoor Group plc
IMAS acted as the exclusive financial advisor to Rowanmoor Group plc*
July 2016
Acquisition
Hub International Limited has acquired Tenth Dot Benefit Solutions, LLC dba Gateway Financial Group Inc.
MarshBerry was financial adviser to Tenth Dot Benefit Solutions, LLC dba Gateway Financial Group Inc.†
July 2016
Acquisition
Acrisure, LLC has acquired a privately-held insurance agency in California
MarshBerry was financial adviser to the Seller
June 2016
Acquisition
Advance Capital Holdings has acquired Sentinel Security
MarshBerry was financial adviser to Sentinel Security Life Insurance Co.
† Advisory services provided by MarshBerry Capital