Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition PCF Insurance Services has acquired Paul’s Insurance Services, formerly a division of Paul’s Agency
MarshBerry served as the financial advisor to PCF Insurance
September 2022
Acquisition One80 Intermediaries, LLC has acquired C&M First Services, Inc.
MarshBerry served as the financial advisor to One80 Intermediaries, LLC
September 2022
Acquisition World Insurance Associates, LLC has acquired Tarpey Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLC
August 2022
Acquisition Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC
MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC
August 2022 
Acquisition World Insurance Associates, LLC has acquired Rush-Kent Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
July 2022
Acquisition Alera Group, Inc. has acquired Noyle Johnson Insurance, Inc.
MarshBerry served as the financial advisor to Alera Group, Inc.
May 2022
Acquisition One80 Intermediaries, LLC has acquired VFIS of North Carolina
MarshBerry served as the financial advisor to One80 Intermediaries, LLC
April 2022 
Acquisition PCF Insurance Services has acquired Knoll Insurance Agency
MarshBerry served as the financial advisor to PCF Insurance Services
March 2022 
Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina MarshBerry was the financial advisor to PCF Insurance Services
January 2022 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California MarshBerry served as the financial advisor to PCF Insurance Services
January 2022
Acquisition Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Toggle Transaction Details 1/19/2022 Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Higginbotham - The Underwriters Group - 1/19/2022 Buyer: Higginbotham Insurance Agency, Inc. Seller: The Underwriters Group, Inc. Closed Date: 1/19/2022 Location: KY Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc. December 2021
Acquisition Hub International Limited has acquired GRP Financial California, LLC MarshBerry was the financial advisor to Hub International Limited
December 2021 
Acquisition Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc. MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021 
Acquisition Oakbridge Insurance Agency, LLC has acquired Jenkins, Skipworth & Associates MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021 
Acquisition Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Michigan MarshBerry was the financial advisor to Alera Group, Inc.†
December 2021
U.S. Retirement Partners, Inc. has acquired Don Crawford & Associates
MarshBerry served as the financial advisor to U.S. Retirement Partners, Inc.†
December 2021 
Acquisition Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc. MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California MarshBerry was the financial advisor to PCF Insurance Services
October 2021
Acquisition Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc. MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
† Advisory services provided by MarshBerry Capital
