Transactions
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Acquisition Warner Pacific Insurance Services has acquired American Insurance Brokers, Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO
MarshBerry served as the financial advisor to UNICO
September 2022
Acquisition Alera Group, Inc. has acquired Greenhill Insurance Services
MarshBerry served as the financial advisor to Greenhill Insurance Services
September 2022
Acquisition Alera Group, Inc. has acquired Arista Consulting Group
MarshBerry served as the financial advisor to Arista Consulting Group
Toggle Transaction Details September 2022 Alera Group, Inc. has acquired Arista Consulting Group
MarshBerry served as the financial advisor to Arista Consulting Group
Alera Group, Inc. has acquired Arista Consulting Group Buyer: Alera Group, Inc. Seller: Arista Consulting Group Closed Date: 9/12/2022 Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arista Consulting Group September 2022
Acquisition Partners Group has invested in Foundation Risk Partners
MarshBerry served as the financial advisor to Foundation Risk Partners
August 2022
Acquisition Scottish American has acquired Brookside General Insurance Services, Inc.
MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.
August 2022
Acquisition Hub International Limited has acquired Grace & Porta Benefits
MarshBerry served as the financial advisor to Grace & Porta Benefits
Toggle Transaction Details 8/1/2022 Hub International Limited has acquired Grace & Porta Benefits
MarshBerry served as the financial advisor to Grace & Porta Benefits
Hub-Grace and Porta-01/2023 Buyer: Hub International Limited Seller: Grace and Porta Benefits Closed Date: 8/1/2022 Media: Goto HUB International MarshBerry Advisory Role: MarshBerry served as the financial advisor to Grace & Porta Benefits August 2022
Acquisition Relation Insurance, Inc. has acquired Innovative Broker Services, LLC
MarshBerry served as the financial advisor to Innovative Broker Services, LLC
July 2022
Acquisition Specialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry served as the financial advisor to ESP Brokerage LLC
July 2022
Acquisition Hub International Limited has acquired Alexander & Company, Inc.
MarshBerry served as the financial advisor to Alexander & Company, Inc.
July 2022
Acquisition PCF Insurance Services has acquired John E. Peakes Insurance Agency, Inc.
MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.
July 2022
Acquisition Investec Wealth & Investment has acquired Murray Asset Management
IMAS acted as the exclusive financial advisor to Murray Asset Management*
July 2022
Acquisition Cover Genius Holdings Pty Limited has acquired Booking Projects Limited
IMAS acted as the exclusive financial advisor to Booking Project Limited*
July 2022
Acquisition Hurst Point Group has acquired Metis Wealth Limited and Metis Asset Management Limited
IMAS acted as the exclusive financial advisor to Metis Wealth Limited and Metis Wealth Management Limited*
July 2022
Acquisition Global Risk Partners has acquired First Insurance Solutions Ltd
IMAS acted as the exclusive financial advisor to First Insurance Solutions Ltd*
June 2022
Acquisition Patriot Growth Insurance Services, LLC has acquired BMT Insurance Advisors
MarshBerry served as the financial advisor to BMT Insurance Advisors
June 2022
Acquisition Clear Insurance Management has acquired ProAktive
IMAS acted as the exclusive financial advisor to ProAktive*
June 2022
Acquisition Hawksmoore Group Limited has acquired Gore Browne Investment Management
IMAS acted as the exclusive financial advisor to Gore Browne Investment Management Limited*
June 2022
Acquisition Marsh & McLennan Agency, LLC has acquired Clark Insurance
MarshBerry served as the financial advisor to Clark Insurance
May 2022
Acquisition Brown & Brown, Inc. has acquired Claim Technologies Incorporated MarshBerry served as the financial advisor to Claim Technologies Incorporated
May 2022
Acquisition Field Pros Direct has acquired Dineley Claims Services, Inc.
MarshBerry served as the financial advisor to Dineley Claims Services, Inc.
