Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition HSB has acquired MD Group of Companies
IMAS acted as the exclusive financial advisor to the MD Group of Companies*
October 2021
Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021
Acquisition BRP Group, Inc. has acquired AURA Holdings, LLC MarshBerry was the financial advisor to AURA Holdings, LLC
October 2021 Acquisition BRP Group, Inc. has acquired American Union Risk Management, LLC MarshBerry was the financial advisor to American Union Risk Management, LLC
October 2021 BRP Group, Inc. has acquired American Union Risk Associates, LLC MarshBerry was the financial advisor to American Union Risk Associates, LLC
October 2021
Acquisition An Undisclosed Buyer has acquired Executive Perils, Inc. MarshBerry was the financial advisor to Executive Perils, Inc.
October 2021
Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC MarshBerry was the financial advisor to Alpharetta Underwriters, LLC
October 2021
Acquisition Specialty Program Group LLC has acquired CM&F Group, Inc. MarshBerry was the financial advisor to CM&F Group, Inc.
October 2021 
Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc. MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.†
September 2021
Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations MarshBerry was the financial adviser to Caitlin Morgan Insurance Services†
July 2021
Acquisition Scottish American has acquired FastComp.com, LLC MarshBerry was the financial adviser to FastComp.com, LLC†
July 2021 
Acquisition Scottish American has acquired Kaliff Insurance MarshBerry was the financial adviser to Kaliff Insurance†
June 2021
Acquisition Abry Partners has invested in Socius Insurance Services, Inc. MarshBerry was the financial adviser to Socius Insurance Services, Inc.†
May 2021
Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc. MarshBerry was financial adviser to Direct Benefits, Inc.†
April 2021
Acquisition General Indemnity Group has acquired a privately-held insurance agency in Ohio MarshBerry was the financial adviser to the Seller
December 2020
Acquisition Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc. MarshBerry was financial adviser to California Contractors Insurance Services, Inc.†
December 2020
Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc. MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.
December 2020
Acquisition McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc. MarshBerry was an advisor to Wilson Gregory Agency, Inc.†
December 2020
Acquisition Constellation Affiliated Partners has acquired INSUREtrust MarshBerry was financial adviser to INSUREtrust†
December 2020
Acquisition One80 Intermediaries has acquired Safeware Insurance Agency, Inc. MarshBerry was financial adviser to Safeware Insurance Agency, Inc.†
† Advisory services provided by MarshBerry Capital
