Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Clear Insurance Management has acquired Miles Archer Limited
IMAS acted as the exclusive financial advisor to Miles Archer Limited*
September 2023
Acquisition One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services†
Toggle Transaction Details September 2023 One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services†
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services† September 2023
Acquisition Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage†
Toggle Transaction Details 09/07/23 Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage†
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage† September 2023
Acquisition Confie Seguros has acquired the insurance assets of a private financial and insurance services entity
MarshBerry served as the financial advisor to the Seller
September 2023 
Acquisition Confie Seguros has acquired Apollo Insurance Services, Inc.
MarshBerry served as the financial advisor to Apollo Insurance Services, Inc.†
Toggle Transaction Details September 2023 Confie Seguros has acquired Apollo Insurance Services, Inc.
MarshBerry served as the financial advisor to Apollo Insurance Services, Inc.†
Confie Seguros has acquired Apollo Insurance Services, Inc. Buyer: Confie Seguros Seller: Apollo Insurance Services, Inc. Firm Type: Property & Casualty Closed Date: 09/01/23 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Apollo Insurance Services, Inc.† August 2023
Acquisition Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company†
Toggle Transaction Details August 2023 Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company†
Marsh & McLennan Agency, LLC has acquired The Graham Company Buyer: Marsh & McLennan Agency, LLC Seller: The Graham Company Firm Type: Insurance and employee benefits broker Closed Date: 08/01/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Graham Company† August 2023
Acquisition The Hilb Group, LLC has acquired Iron Ridge Insurance Services
MarshBerry served as the financial advisor to Iron Ridge Insurance Services†
Toggle Transaction Details August 2023 The Hilb Group, LLC has acquired Iron Ridge Insurance Services
MarshBerry served as the financial advisor to Iron Ridge Insurance Services†
The Hilb Group, LLC has acquired Iron Ridge Insurance Services Buyer: The Hilb Group, LLC Seller: Iron Ridge Insurance Services Closed Date: 08/01/2023 Location: Florida MarshBerry Advisory Role: MarshBerry served as the financial advisor to Iron Ridge Insurance Services† July 2023
Acquisition Foundation Risk Partners has acquired a Utah-Based Business MarshBerry served as the financial advisor to the Seller†
June 2023
Acquisition RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group†
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group†
RSC Insurance Brokerage, Inc. has acquired First Insurance Group Buyer: RSC Insurance Brokerage, Inc. Seller: First Insurance Group Closed Date: 06/30/23 Location: Ohio MarshBerry Advisory Role: MarshBerry served as the financial advisor to First Insurance Group† June 2023
Acquisition Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.†
Toggle Transaction Details June 2023 Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.†
Novatae Risk Group has acquired Far East Insurance Marketing, Inc. Buyer: Novatae Risk Group Seller: Far East Insurance Marketing, Inc. Firm Type: Wholesale Closed Date: 06/30/23 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.† June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company†
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company†
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company Buyer: RSC Insurance Brokerage, Inc. Seller: EbenConcepts Company MarshBerry Advisory Role: MarshBerry served as the financial advisor to EbenConcepts Company† June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Orchestrate HR, Inc. June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk
MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk
MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk
RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk Buyer: RSC Insurance Brokerage, Inc Seller: Setnor Byer Insurance & Risk Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group†
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group†
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group Buyer: RSC Insurance Brokerage, Inc. Seller: Johnson Financial Group Closed Date: 06/01/2023 Location: Wisconsin Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Johnson Financial Group† June 2023
Acquisition Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC†
Toggle Transaction Details June 2023 Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC†
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC Buyer: Hub International Limited Seller: Horan Associates, Inc. Firm Type: Employee Benefits Closed Date: 06/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC† May 2023
Acquisition Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC†
Toggle Transaction Details May 2023 Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC†
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC Buyer: Arthur J. Gallagher & Co Seller: Bernard Health, LLC Closed Date: 05/24/2023 Location: Tennessee Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Bernard Health, LLC† May 2023
Acquisition Specialist Risk Group has acquired The Medical Professional Liability Company Limited
IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*
May 2023
Acquisition Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.†
Toggle Transaction Details May 2023 Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.†
Risk Placement Services, Inc. has acquired RHP General Agency, Inc. Buyer: Risk Placement Services, Inc. Seller: RHP General Agency, Inc. Firm Type: MGA Closed Date: 05/11/2023 Location: Texas Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to RHP General Agency, Inc.† May 2023
Acquisition Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.†
Toggle Transaction Details May 2023 Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.†
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc. Buyer: Patriot Growth Insurance Services, LLC Seller: CoreMark Insurance Services, Inc. Closed Date: 05/02/2023 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.† April 2023
Acquisition Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC†
Toggle Transaction Details April 2023 Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC†
Rising Medical Solutions has acquired Preferred Disability Management, LLC Buyer: Rising Medical Solutions Seller: Preferred Disabilities Management, LLC Closed Date: 4/1/2023 Location: Indiana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Preferred Disability Management, LLC†† Advisory services provided by MarshBerry Capital
