Transactions
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† Advisory services provided by MarshBerry Capital
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
MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC in securing debt financing
MarshBerry served as the financial advisor to Sentinel Risk Advisors, 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
Acquisition
Balance Partners, LLC has acquired Vanguard Specialty, LLC
MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
March 2025
Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.
MarshBerry served as the financial advisor to Intercare Holdings, Inc.†
March 2025
Acquisition
Novatae Risk Group, LLC has acquired AJAX Specialty Insurance
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
February 2025
Acquisition
Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust
MarshBerry served as the financial advisor to First International Bank & Trust†
February 2025
Acquisition
Composition Wealth, LLC has acquired Vinoble Group
MarshBerry served as the financial advisor to Vinoble Group†
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
† Advisory services provided by MarshBerry Capital