Transactions
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† Advisory services provided by MarshBerry Capital
Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc.
MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†
Toggle Transaction Details 12/6/24
Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc.
MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†
Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Sheila J. Butler & Company, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.† December 2024
Choice Financial Group, LLC has acquired Employee Benefits of Virginia
MarshBerry served as the financial advisor to Choice Financial Group, LLC
Toggle Transaction Details 12/13/2024
Choice Financial Group, LLC has acquired Employee Benefits of Virginia
MarshBerry served as the financial advisor to Choice Financial Group, LLC
Choice Financial Group, LLC has acquired Employee Benefits of Virginia Buyer: Choice Financial Group, LLC Seller: Employee Benefits of Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Choice Financial Group, LLC December 2024
The Hilb Group, LLC has acquired a Texas-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
December 2024
Acquisition
MFM Holding LTD has acquired Willis Owen Limited
MarshBerry served as the financial advisor to Willis Owen Limited
December 2024
Acquisition
Choice Financial Group has acquired Lagestee Insurance Agency, LTD.
MarshBerry served as the financial advisor to Lagestee Insurance Agency, LTD.†
December 2024
Acquisition
Alliant Insurance Services, Inc. has acquired Union First Insurance Solutions
MarshBerry served as the financial advisor to Union First Insurance Solutions†
November 2024
Acquisition
HUB International Limited has acquired Global Ag Risk Solutions
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details 11/18/24
HUB International Limited has acquired Global Ag Risk Solutions
MarshBerry served as the financial advisor to Hub International Limited
HUB International Limited has acquired Global Ag Risk Solutions Buyer: HUB International Limited Seller: Global Ag Risk Solutions MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2024
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims
MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†
Toggle Transaction Details 11/2024
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims
MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims Buyer: Brightstone Specialty Group Seller: DMI Insurance Services and South Valley Claims MarshBerry Advisory Role: MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims† November 2024
Specialist Risk Group Limited has acquired One Claim Limited
MarshBerry served as the financial advisor to One Claim Limited
November 2024
Acquisition
Hub International Limited has acquired R.K. Gore & Associates
MarshBerry served as the financial advisor to R.K. Gore & Associates†
Toggle Transaction Details November 2024
Hub International Limited has acquired R.K. Gore & Associates
MarshBerry served as the financial advisor to R.K. Gore & Associates†
Hub International Limited has acquired R.K. Gore & Associates Buyer: Hub International Limited Seller: R.K. Gore & Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to R.K. Gore & Associates† November 2024
HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association
MarshBerry served as the financial advisor to Western Growers Association†
Toggle Transaction Details 11/4/24
HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association
MarshBerry served as the financial advisor to Western Growers Association†
HUB International Limited has acquired Western Growers Insurance Service Buyer: HUB International Limited Seller: Western Growers Insurance Service, a subsidiary of Western Growers Association. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Western Growers Association† November 2024
Acquisition
The Hilb Group, LLC has acquired a Louisiana-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details November 2024
The Hilb Group, LLC has acquired a Louisiana-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired a Louisiana-Based Business Buyer: The Hilb Group, LLC Seller: Louisiana-Based Business MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC November 2024
Inszone Insurance Services, LLC has acquired The Insurance Loft
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
November 2024
Acquisition
HUB International Limited has acquired Legacy Planning Partners
MarshBerry served as the financial advisor to Legacy Planning Partners†
October 2024
Acquisition
Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Toggle Transaction Details October 2024
Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Signers National LLC has acquired TRX Insurance Services, Inc. Buyer: Signers National LLC Seller: TRX Insurance Services, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to TRX Insurance Services, Inc. October 2024
Arthur J. Gallagher & Co. has acquired Adept Benefits
MarshBerry served as the financial advisor to Adept Benefits†
October 2024
Acquisition
Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Toggle Transaction Details October 2024
Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Connection Capital has acquired Hood Group Limited Buyer: Connection Capital Seller: Hood Group Limited MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hood Group Limited October 2024
Acquisition
Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited
MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited
October 2024
Unison Risk Advisors has acquired Avondale Insurance Associates
MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Toggle Transaction Details 10/10/2024
Unison Risk Advisors has acquired Avondale Insurance Associates
MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Unison Risk Advisors has acquired Avondale Insurance Associates Buyer: Unison Risk Advisors Seller: Avondale Insurance Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale Insurance Associates† October 2024
Acquisition
World Insurance Associates LLC has acquired First International Insurance
MarshBerry served as the financial advisor to First International Bank & Trust†
† Advisory services provided by MarshBerry Capital
