Transactions
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† Advisory services provided by MarshBerry Capital
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†
December 2024
The GrECo Group has invested in Comergon
The Netherlands
MarshBerry served as the financial advisor to Comergon
December 2024
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
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
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
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† Advisory services provided by MarshBerry Capital