Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

*IMAS Corporate Finance LLP has been acquired by MarshBerry
January 2023 Assured Partners Benefit Advisors, LLC IFS Benefits Acquisition

Assured Partners Benefit Advisors, LLC has acquired IFS Benefits

MarshBerry served as the financial advisor to IFS Benefits

Toggle Transaction Details January 2023

Assured Partners Benefit Advisors, LLC has acquired IFS Benefits

MarshBerry served as the financial advisor to IFS Benefits

Assured Partners Benefit Advisors, LLC has acquired IFS Benefits Buyer: Assured Partners Benefit Advisors, LLC Seller: IFS Benefits Closed Date: 1/1/2023 Location: Delaware Media: Goto PRWeb MarshBerry Advisory Role: MarshBerry served as the financial advisor to IFS Benefits
January 2023 Global Risk Partners Christopher Trigg Ltd Acquisition

Global Risk Partners has acquired Christopher Trigg Ltd

IMAS acted as the exclusive financial advisor to Christopher Trigg Ltd*

January 2023 Specialty Program Group, LLC Euclid Fiduciary Acquisition

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

Toggle Transaction Details January 2023

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

Specialty Program Group, LLC has acquired Euclid Fiduciary  Buyer: Specialty Program Group, LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services
December 2022 RSC Insurance Brokerage Inc. Bullen Insurance Group Acquisition

RSC Insurance Brokerage, Inc.  has acquired Bullen Insurance Group

MarshBerry served as the financial advisor to Bullen Insurance Group

December 2022 Cadence Insurance Warriner & Associates Insurance, Inc Acquisition

Cadence Insurance has acquired Warriner & Associates Insurance, Inc. 

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

December 2022 Bowen, Miclette & Britt Insurance Agency Technical Assurance, LLC Acquisition

Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC

MarshBerry served as the financial advisor to Technical Assurance, LLC

December 2022 Hub International Limited Dale Barton Agency Acquisition

Hub International Limited has acquired Dale Barton Agency

MarshBerry served as the financial advisor to Dale Barton Agency

Toggle Transaction Details December 2022

Hub International Limited has acquired Dale Barton Agency

MarshBerry served as the financial advisor to Dale Barton Agency

Hub International Limited has acquired Dale Barton Agency Buyer: Hub International Limited Seller: Dale Barton Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Dale Barton Agency
December 2022 Arthur J. Gallagher & Co. Mahowald Insurance Agency

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency 

MarshBerry served as the financial advisor to Mahowald Insurance Agency

Toggle Transaction Details December 2022

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency 

MarshBerry served as the financial advisor to Mahowald Insurance Agency

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency  Buyer: Arthur J. Gallagher & Co. Seller: Mahowald Insurance Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mahowald Insurance Agency
December 2022 Hub Internal Limited Invensure Insurance Brokers Acquisition

Hub International Limited has acquired Invensure Insurance Brokers

MarshBerry served as the financial advisor to Invensure Insurance Brokers

November 2022 Relation Insurance Services, Inc. Garrity Insurance Acquisition

Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance

Toggle Transaction Details November 2022

Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance

Relation Insurance Services, Inc. has acquired Garrity Insurance Buyer: Relation Insurance Services, Inc. Seller: Garrity Insurance Closed Date: 11/1/2022 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Garrity Insurance
November 2022 Alera Group, Inc. A privately-held insurance agency Acquisition

Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey

MarshBerry served as the financial advisor to the Seller

November 2022 Alliant Insurance Services, Inc. Trivedi Capacity Associates Acquisition

Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

Toggle Transaction Details November 2022

Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates Buyer: Alliant Insurance Services, Inc. Seller: Trivedi Capacity Associates Closed Date: 11/2/2022 Media: Goto Alliant MarshBerry Advisory Role: MarshBerry served as the financial advisor to Trivedi Capacity Associates
November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions

November 2022 pib Group Jigsaw Insurance Services Plc Acquisition

pib Group has acquired Jigsaw Insurance Services Plc

IMAS acted as the Rule 3 advisor to Jigsaw Insurance Services Plc*

October 2022 ICON an AIMCOR Consolidated Company McQueen Kalligan Insurance Services, Inc.

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

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

October 2022 Risk Strategies Insurance Brokerage, Inc. Wallace Specialty Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group 

MarshBerry served as the financial advisor to Wallace Specialty Insurance Group

October 2022 RSC Insurance Brokerage, Inc. Relation Insurance Services Acquisition

RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services

MarshBerry served as the financial advisor to Relation Insurance Services

Toggle Transaction Details October 2022

RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services

MarshBerry served as the financial advisor to Relation Insurance Services

RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services Buyer: RSC Insurance Brokerage, Inc. Seller: Relation Insurance Services Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Relation Insurance Services
October 2022 Alera Group, Inc. Haylor, Freyer & Coon, Inc. Acquisition

Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.

MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.

Toggle Transaction Details October 2022

Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.

MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.

Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc. Buyer: Alera Group, Inc. Seller: Haylor, Freyer & Coon, Inc. Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.
October 2022 World Insurance Associates, LLC Hawkeye Wholesale Insurance Services Acquisition

World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services

MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services

October 2022 Hub International Limited Guide Insurance Services Acquisition

Hub International Limited has acquired Guide Insurance Services, Inc.

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

*IMAS Corporate Finance LLP has been acquired by MarshBerry