Transactions
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† Advisory services provided by MarshBerry Capital
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
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.†
January 2025
Acquisition
Risk Strategies Company has acquired Schroeder Insurance
MarshBerry served as the financial advisor to Schroeder Insurance†
January 2025
Acquisition
World Insurance Associates, LLC has acquired Royalty Insurance Services, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
January 2025
Smith-Feike-Minton, Inc. has acquired Heskett Insurance Agency, Inc.
MarshBerry served as the financial advisor to Heskett Insurance Agency, Inc.†
December 2024
Acquisition
Alera Group, Inc. has acquired The Insurance Center
MarshBerry served as the financial advisor to The Insurance Center†
December 2024
OneDigital has acquired the Small Group Benefits assets of Mylo, LLC
MarshBerry served as the financial advisor to Mylo, LLC†
† Advisory services provided by MarshBerry Capital