Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Specialty Program Group LLC has acquired ANOVA Marine Insurance
MarshBerry served as the financial advisor to ANOVA Marine Insurance†
May 2025
Acquisition
Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management
MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
May 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business
MarshBerry served as the financial advisor to the Seller†
May 2025
Acquisition
Inszone Insurance Services, LLC has acquired LJ Insurance, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
May 2025
Acquisition
HUB International Limited has acquired Guru of Insurance
MarshBerry served as the financial advisor to HUB International Limited
April 2025
Acquisition
The Hilb Group, LLC has acquired a Maine-Based Business
MarshBerry served as the financial advisor to the Seller†
April 2025
Acquisition
World Insurance Associates, LLC has acquired Abacus Insurance & Financial Services, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
April 2025
Acquisition
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.
MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Toggle Transaction Details 4/1/2025
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.
MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025
Acquisition
Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc.
MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†
April 2025
Acquisition
Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Pac Global Insurance Brokerage, Inc.†
April 2025
Acquisition
Choice Financial Group, LLC has acquired Corporate Risk Solutions, Inc.
MarshBerry served as the financial advisor to Choice Financial Group, LLC
April 2025
Acquisition
HUB International Limited has acquired Henriott Group, Inc.
MarshBerry served as the financial advisor to Henriott Group, Inc.†
March 2025
Acquisition
HUB International Limited has acquired Meyer & Rosenbaum, Inc.
MarshBerry served as the financial advisor to HUB International Limited
March 2025
Acquisition
HUB International Limited has acquired Employee Benefit Associates, Inc.
MarshBerry served as the financial advisor to HUB International Limited
March 2025
Acquisition
King Risk Partners, LLC has acquired a Kentucky-Based Business
MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025
MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC in securing debt financing
MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC†
March 2025
Acquisition
King Risk Partners, LLC has acquired a Massachusetts-Based Business
MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025
Acquisition
Balance Partners, LLC has acquired Vanguard Specialty, LLC
MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
† Advisory services provided by MarshBerry Capital