Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services
MarshBerry was the financial advisor to Warner Pacific Insurance Services†
Toggle Transaction Details January 2022
Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services
MarshBerry was the financial advisor to Warner Pacific Insurance Services†
Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services Buyer: Lovell Minnick Partners, LLC Seller: Warner Pacific Insurance Services Firm Type: MGA Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry was the financial advisor to Warner Pacific Insurance Services December 2021
Acquisition
One80 Intermediaries has acquired Innovative Risk Management
MarshBerry was the financial advisor to Innovative Risk Management†
December 2021
Acquisition
One80 Intermediaries has acquired Prosurance Insurance Group, Inc.
MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.†
December 2021
Acquisition
One80 Intermediaries has acquired Pearl Insurance
MarshBerry was the financial advisor to Pearl Insurance†
December 2021
Acquisition
Davies Group has acquired Building Validation Solutions Group of Companies
IMAS acted as the exclusive financial advisor to the Building Validation Solutions Group of Companies*
December 2021
Acquisition
Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP
MarshBerry was the financial advisor to Arcana Insurance Services, LP†
December 2021
Acquisition
BRP Group, Inc. has acquired Construction Risk Partners
MarshBerry was the financial advisor to Construction Risk Partners†
December 2021
Acquisition
Alera Group, Inc. has acquired The D.B.L Center Ltd.
MarshBerry was the financial advisor to The D.B.L Center Ltd.†
November 2021
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†
† Advisory services provided by MarshBerry Capital