Transactions
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† Advisory services provided by MarshBerry Capital
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
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
Acquisition
King Risk Partners, LLC has acquired a Massachusetts-Based Business
MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025
Sentinel Risk Advisors, LLC has secured debt financing.
MarshBerry served as financial advisor to Sentinel Risk Advisors, LLC†
February 2025
Acquisition
HUB International Limited has acquired Drayton Valley Insurance Agency Ltd.
MarshBerry served as the financial advisor to HUB International Limited
February 2025
Acquisition
Risk Strategies Company has acquired GMC Advisors, LLC
MarshBerry served as the financial advisor to GMC Advisors, LLC†
February 2025
Acquisition
Risk Strategies Company has acquired Cantor Insurance Group, LLC
MarshBerry served as the financial advisor to Risk Strategies Company
February 2025
HUB International Limited has acquired Mayfield Insurance, Inc.
MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†
January 2025
Acquisition
Afore Insurance Services, LLC has acquired Broussard And Associates, Inc.
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
January 2025
HARPER has acquired the minority stake securing full independency
MarshBerry served as the financial advisor to Harper Insurance
January 2025
Acquisition
Highstreet Insurance Partners, Inc. has acquired a Florida-Based Business
MarshBerry served as the financial advisor to the Seller†
January 2025
Epic Insurance Brokers & Consultants has acquired a book of business from Ames & Gough
MarshBerry served as the financial advisor to Epic Insurance Brokers & Consultants
January 2025
Trucordia has acquired Rusty Healy Agency, Inc.
MarshBerry served as the financial advisor to Trucordia
January 2025
Trucordia has acquired CADA Insurance
MarshBerry served as the financial advisor to CADA Insurance†
January 2025
Alera Group, Inc. has acquired Kaplansky Insurance Agency, Inc.
MarshBerry served as the financial advisor to Kaplansky Insurance Agency, Inc.†
† Advisory services provided by MarshBerry Capital