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*IMAS Corporate Finance LLP has been acquired by MarshBerry
May 2023 Patriot Growth Insurance Services, LLC CoreMark Insurance Services, Inc. Acquisition

Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.

MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.

Toggle Transaction Details May 2023

Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.

MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.

Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc. Buyer: Patriot Growth Insurance Services, LLC Seller: CoreMark Insurance Services, Inc. Closed Date: 05/02/2023 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.
May 2023 Oakbridge Insurance Agency LLC JHA Risk Management Acquisition

Oakbridge Insurance Agency LLC has acquired JHA Risk Management

MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC

Toggle Transaction Details May 2023

Oakbridge Insurance Agency LLC has acquired JHA Risk Management

MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC

Oakbridge Insurance Agency LLC has acquired JHA Risk Management Buyer: Oakbridge Insurance Agency LLC Seller: JHA Risk Management Closed Date: 05/01/2023 Location: North Carolina Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
April 2023 Hub International Limited The Wooditch Company Acquisition

Hub International Limited has acquired The Wooditch Company

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details April 2023

Hub International Limited has acquired The Wooditch Company

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired The Wooditch Company Buyer: Hub International Limited Seller: The Wooditch Company Closed Date: 4/24/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
April 2023 Alera Group, Inc. iPros Insurance Professionals Acquisition

Alera Group, Inc. has acquired iPros Insurance Professionals

MarshBerry served as the financial advisor to Alera Group, Inc.

Toggle Transaction Details April 2023

Alera Group, Inc. has acquired iPros Insurance Professionals

MarshBerry served as the financial advisor to Alera Group, Inc.

Alera Group, Inc. has acquired iPros Insurance Professionals Buyer: Alera Group, Inc. Seller: iPros Insurance Professionals Closed Date: 4/1/2023 Location: California Media: Goto Alera Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc.
April 2023 Arch Insurance Group Thimble Insurance Acquisition

Arch Insurance Group has acquired Thimble Insurance

MarshBerry served as the financial advisor to Arch Insurance Group

Toggle Transaction Details April 2023

Arch Insurance Group has acquired Thimble Insurance

MarshBerry served as the financial advisor to Arch Insurance Group

Arch Insurance Group has acquired Thimble Insurance Buyer: Arch Insurance Group Seller: Thimble Insurance Closed Date: 4/3/2023 Location: New York Media: Goto Arch Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arch Insurance Group
April 2023 Rising Medical Solutions Preferred Disabilities Management, LLC Acquisition

Rising Medical Solutions has acquired Preferred Disability Management, LLC

MarshBerry served as the financial advisor to Preferred Disability Management, LLC

Toggle Transaction Details April 2023

Rising Medical Solutions has acquired Preferred Disability Management, LLC

MarshBerry served as the financial advisor to Preferred Disability Management, LLC

Rising Medical Solutions has acquired Preferred Disability Management, LLC Buyer: Rising Medical Solutions Seller: Preferred Disabilities Management, LLC Closed Date: 4/1/2023 Location: Indiana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Preferred Disability Management, LLC
April 2023 Warburg Pincus, LLC K2 Insurance Services Acquisition

Warburg Pincus, LLC has invested in K2 Insurance Services

MarshBerry served as a financial advisor to Warburg Pincus, LLC

Toggle Transaction Details April 2023

Warburg Pincus, LLC has invested in K2 Insurance Services

MarshBerry served as a financial advisor to Warburg Pincus, LLC

Warburg Pincus, LLC has invested in K2 Insurance Services Buyer: Warburg Pincus, LLC Seller: K2 Insurance Services Closed Date: 4/1/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as a financial advisor to Warburg Pincus, LLC
April 2023 Momentum Global Investment Management Crown Investments Management Acquisition

Momentum Global Investment Management has acquired Crown Agents Investment Management

IMAS acted as the exclusive financial advisor to Crown Agents Bank*

April 2023 Hub International Limited Hobson Insurance Acquisition

Hub International Limited has acquired Hobson Insurance

MarshBerry served as the financial advisor to Hobson Insurance

Toggle Transaction Details April 2023

Hub International Limited has acquired Hobson Insurance

MarshBerry served as the financial advisor to Hobson Insurance

Hub International Limited has acquired Hobson Insurance Buyer: Hub International Limited Seller: Hobson Insurance Closed Date: 4/2/2023 Location: Montana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hobson Insurance
March 2023 Inszone Insurance Services, Inc. Citizens General Insurance Brokers, Inc. Acquisition

Inszone Insurance Services, Inc. has acquired Citizens General Insurance Brokers, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Toggle Transaction Details March 2023

Inszone Insurance Services, Inc. has acquired Citizens General Insurance Brokers, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Inszone Insurance Services, Inc. has acquired Citizens General Insurance Brokers, Inc. Buyer: Inszone Insurance Services, Inc. Seller: Citizens General Insurance Brokers, Inc. Closed Date: 03/31/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
March 2023 Inszone Insurance Services, Inc. Starline Insurance Group Acquisition

Inszone Insurance Services, Inc. has acquired Starline Insurance Group

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Toggle Transaction Details March 2023

Inszone Insurance Services, Inc. has acquired Starline Insurance Group

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Inszone Insurance Services, Inc. has acquired Starline Insurance Group Buyer: Inszone Insurance Services, Inc. Seller: Starline Insurance Group Closed Date: 03/31/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
March 2023 Inszone Insurance Services Corbett & Associates Insurance Agency, Inc Acquisition

Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.

MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.

Toggle Transaction Details March 2023

Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.

MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.

Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc. Buyer: Inszone Insurance Services Seller: Corbett & Associates Insurance Agency, Inc Closed Date: 3/15/2023 Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.
March 2023 Gilde Equity Management Krabbe Assurantien Acquisition

Gilde Equity Management has acquired Krabbe Assurantien

MarshBerry International served as the financial advisor to Krabbe Assurantien

Toggle Transaction Details March 2023

Gilde Equity Management has acquired Krabbe Assurantien

MarshBerry International served as the financial advisor to Krabbe Assurantien

Gilde Equity Management has acquired Krabbe Assurantien Buyer: Gilde Equity Management Seller: Krabbe Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Krabbe Assurantien
March 2023 Gilde Equity Management De Croes Adviesgroep Acquisition

Gilde Equity Management has acquired De Croes Adviesgroep

MarshBerry International served as the financial advisor to De Croes Adviesgroep

Toggle Transaction Details March 2023

Gilde Equity Management has acquired De Croes Adviesgroep

MarshBerry International served as the financial advisor to De Croes Adviesgroep

Gilde Equity Management has acquired De Croes Adviesgroep Buyer: Gilde Equity Management Seller: De Croes Adviesgroep Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to De Croes Adviesgroep
March 2023 Gilde Equity Management Velthuis Assurantien Acquisition

Gilde Equity Management has acquired Velthuis Assurantien 

MarshBerry International served as the financial advisor to Velthuis Assurantien

Toggle Transaction Details March 2023

Gilde Equity Management has acquired Velthuis Assurantien 

MarshBerry International served as the financial advisor to Velthuis Assurantien

Gilde Equity Management has acquired Velthuis Assurantien  Buyer: Gilde Equity Management Seller: Velthuis Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Velthuis Assurantien
March 2023 Gilde Equity Management Holtkamp Assurantien Acquisition

Gilde Equity Management has acquired Holtkamp Assurantien 

MarshBerry International served as the financial advisor to Holtkamp Assurantien

Toggle Transaction Details March 2023

Gilde Equity Management has acquired Holtkamp Assurantien 

MarshBerry International served as the financial advisor to Holtkamp Assurantien

Gilde Equity Management has acquired Holtkamp Assurantien  Buyer: Gilde Equity Management Seller: Holtkamp Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Holtkamp Assurantien
March 2023 Gilde Equity Management Asbroek Adviesgroep Acquisition

Gilde Equity Management has acquired Asbroek Adviesgroep

MarshBerry International served as the financial advisor to Asbroek Adviesgroep

Toggle Transaction Details March 2023

Gilde Equity Management has acquired Asbroek Adviesgroep

MarshBerry International served as the financial advisor to Asbroek Adviesgroep

Gilde Equity Management has acquired Asbroek Adviesgroep Buyer: Gilde Equity Management Seller: Asbroek Adviesgroep Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Asbroek Adviesgroep
March 2023 Gilde Equity Management De Bedrijfsverzekeraar Acquisition

Gilde Equity Management has acquired De Bedrijfsverzekeraar

MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar

Toggle Transaction Details March 2023

Gilde Equity Management has acquired De Bedrijfsverzekeraar

MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar

Gilde Equity Management has acquired De Bedrijfsverzekeraar Buyer: Gilde Equity Management Seller: De Bedrijfsverzekeraar Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar
March 2023 Gilde Equity Management Baartman Assurantien Acquisition

Gilde Equity Management has aquired Baartman Assurantien 

MarshBerry International served as the financial advisor to Baartman Assurantien

Toggle Transaction Details March 2023

Gilde Equity Management has aquired Baartman Assurantien 

MarshBerry International served as the financial advisor to Baartman Assurantien

Gilde Equity Management has aquired Baartman Assurantien  Buyer: Gilde Equity Management Seller: Baartman Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Baartman Assurantien
March 2023 Gilde Equity Management Scharenborg Beltrum Acquisition

Gilde Equity Management has acquired Scharenborg Beltrum

MarshBerry International served as the financial advisor to Scharenborg Beltrum

Toggle Transaction Details March 2023

Gilde Equity Management has acquired Scharenborg Beltrum

MarshBerry International served as the financial advisor to Scharenborg Beltrum

Gilde Equity Management has acquired Scharenborg Beltrum Buyer: Gilde Equity Management Seller: Scharenborg Beltrum Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Scharenborg Beltrum
*IMAS Corporate Finance LLP has been acquired by MarshBerry