Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Abry Partners has invested in Socius Insurance Services, Inc.
MarshBerry was the financial adviser to Socius Insurance Services, Inc.†
May 2021
Acquisition
Alera Group, Inc. has acquired Direct Benefits, Inc.
MarshBerry was financial adviser to Direct Benefits, Inc.†
April 2021
Acquisition
General Indemnity Group has acquired a privately-held insurance agency in Ohio
MarshBerry was the financial adviser to the Seller
December 2020
Acquisition
Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc.
MarshBerry was financial adviser to California Contractors Insurance Services, Inc.†
December 2020
Acquisition
XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.
MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.
December 2020
Acquisition
McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc.
MarshBerry was an advisor to Wilson Gregory Agency, Inc.†
December 2020
Acquisition
Constellation Affiliated Partners has acquired INSUREtrust
MarshBerry was financial adviser to INSUREtrust†
December 2020
Acquisition
One80 Intermediaries has acquired Safeware Insurance Agency, Inc.
MarshBerry was financial adviser to Safeware Insurance Agency, Inc.†
December 2020
Acquisition
Wilton Group Limited has acquired IOMA Group of Companies
IMAS acted as the exclusive financial advisor to the IOMA Group of Companies*
December 2020
Acquisition
DOXA Insurance Holdings, LLC has acquired Marine Underwriters of America
MarshBerry was financial adviser to Marine Underwriters of America†
November 2020
Acquisition
Howden Group has acquired Safeonline
IMAS acted as the exclusive financial advisor to Safeonline*
November 2020
Acquisition
Aston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin
IMAS acted as the exclusive financial advisor to MS Amlin*
November 2020
Acquisition
PayPoint has acquired i-movo
IMAS acted as the exclusive financial advisor to i-movo*
November 2020
iCap
Souter Investments and Manfield Partners have invested in LIKEZERO Limted
IMAS acted as the exclusive financial advisor to LIKEZERO Limited*
November 2020
Acquisition
CRC Group Insurance Services, Inc. has acquired W. Brown Property & Casualty Insurance Services
MarshBerry was financial adviser to W. Brown Property & Casualty Insurance Services†
November 2020
Acquisition
Hub International Limited has acquired United Shortline Insurance Services, Inc.
MarshBerry was financial adviser to United Shortline Insurance Services, Inc.†
November 2020
Acquisition
Risk Placement Services, Inc. has acquired Arrowhead Wholesale Insurance Services, LLC
MarshBerry was financial adviser to Arrowhead Wholesale Insurance Services, LLC†
October 2020
Acquisition
JenCap, Inc. has acquired Landmark E&S Insurance Brokers, LLC
MarshBerry was financial adviser to Landmark E&S Insurance Brokers, LLC†
October 2020
Acquisition
Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
September 2020
Acquisition
DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability
MarshBerry was financial adviser to DOXA Insurance Holdings, LLC†
† Advisory services provided by MarshBerry Capital