Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Hub International Limited has acquired Joseph Aiello & Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Joseph Aiello & Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Joseph Aiello & Associates, Inc. Buyer: Hub International Limited Seller: Joseph Aiello & Associates, Inc. Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited May 2023
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 
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
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
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
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 March 2023
Acquisition Inszone Insurance Services, LLC has acquired Citizens General Insurance Brokers, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details March 2023 Inszone Insurance Services, LLC has acquired Citizens General Insurance Brokers, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired Citizens General Insurance Brokers, Inc. Buyer: Inszone Insurance Services, LLC 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, LLC March 2023
Acquisition Inszone Insurance Services, LLC has acquired Starline Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details May 2023 Inszone Insurance Services, LLC has acquired Starline Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired Starline Insurance Group Buyer: Inszone Insurance Services, LLC Seller: Starline Insurance Group Closed Date: 03/31/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC March 2023
Acquisition World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details March 2023 World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC Buyer: World Insurance Associates, LLC Seller: Iron Gates Insurance Group, LLC Closed Date: 3/1/2023 Location: Kansas Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC February 2023
Acquisition Alkeme Insurance has acquired PEO Exchange, Inc.
MarshBerry served as the financial advisor to Alkeme Insurance
Toggle Transaction Details February 2023 Alkeme Insurance has acquired PEO Exchange, Inc.
MarshBerry served as the financial advisor to Alkeme Insurance
Alkeme Insurance has acquired PEO Exchange, Inc. Buyer: Alkeme Insurance Seller: PEO Exchange, Inc. Closed Date: 2/1/2023 Location: California Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance February 2023 
Acquisition Inszone Insurance Services, LLC has acquired Champions Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details April 2023 Inszone Insurance Services, LLC has acquired Champions Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired Champions Insurance Group Buyer: Inszone Insurance Services, LLC Seller: Champions Insurance Group Closed Date: 2/3/2023 Location: Texas Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC February 2023
Acquisition The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details February 2023 The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC Buyer: The Hilb Group, LLC Seller: National Enrollment Partners Holdings, LLC Closed Date: 2/1/2023 Location: Virginia Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC February 2023 Acquisition The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023 Acquisition The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023 Acquisition The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023 Acquisition The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
January 2023
Acquisition Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details January 2023 Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Provision Insurance Group Buyer: Evertree Insurance Group Seller: Provision Insurance Group Closed Date: 1/12/2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group December 2022 
Acquisition World Insurance Associates, LLC has acquired Tomlinson & O’Neil Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022 
Acquisition World Insurance Associates, LLC has acquired Durfee Buffinton Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
† Advisory services provided by MarshBerry Capital
