Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
November 2020 PayPoint i-movo Acquisition

PayPoint has acquired i-movo

IMAS acted as the exclusive financial advisor to i-movo*

November 2020 Souter Investments & Manfield Partners LIKEZERO Limited iCap

Souter Investments and Manfield Partners have invested in LIKEZERO Limted

IMAS acted as the exclusive financial advisor to LIKEZERO Limited*

November 2020 CRC Group Insurance Services, Inc. W. Brown Property & Casualty Insurance Services 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 Hub International Limited United Shortline Insurance Services, Inc. Acquisition Hub International Limited has acquired United Shortline Insurance Services, Inc.

MarshBerry was financial adviser to United Shortline Insurance Services, Inc.†

November 2020 Risk Placement Services, Inc. Arrowhead Wholesale Insurance Services, LLC Acquisition Risk Placement Services, Inc. has acquired Arrowhead Wholesale Insurance Services, LLC

MarshBerry was financial adviser to Arrowhead Wholesale Insurance Services, LLC†

October 2020 JenCap, Inc.  Landmark E&S Insurance Brokers, LLC Acquisition JenCap, Inc.  has acquired Landmark E&S Insurance Brokers, LLC

MarshBerry was financial adviser to Landmark E&S Insurance Brokers, LLC†

October 2020 Worldwide Facilities Holdings, LLC Hunt Jorgensen, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

August 2020 DOXA Insurance Holdings, LLC AMS Professional Liability & AllSouth Professional Liability Acquisition DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability

MarshBerry was financial adviser to DOXA Insurance Holdings, LLC

August 2020 Worldwide Facilities Holdings, LLC Clearwater Underwriters, Inc. Acquisition Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

July 2020 Specialist Risk Group Insolvency Risk Services Acquisition

Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services

IMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*

July 2020 Specialty Program Group LLC Beacon Hill Associates, Inc. Acquisition Specialty Program Group LLC has acquired Beacon Hill Associates, Inc.

MarshBerry was financial adviser to Beacon Hill Associates, Inc.†

July 2020 Specialty Program Group, LLC Avant, LLC Acquisition Specialty Program Group, LLC has acquired Avant, LLC

MarshBerry was financial adviser to Avant, LLC†

July 2020 The Hilb Group, LLC CIA Financial Group, Inc. Acquisition The Hilb Group, LLC has acquired CIA Financial Group, Inc.

MarshBerry was financial adviser to The Hilb Group, LLC

June 2020 Worldwide Facilities Holdings, LLC Strategic Underwriting Solutions, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

June 2020 Worldwide Facilities Holdings, LLC a privately-held insurance agency in Virginia Acquisition Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

March 2020 DOXA Insurance Holdings, LLC Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC Acquisition DOXA Insurance Holdings, LLC has acquired Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC

MarshBerry was financial adviser to Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC†

March 2020 Consolidated Claims Group JMI Reports Acquisition Consolidated Claims Group has acquired JMI Reports

MarshBerry was financial adviser to JMI Reports†

December 2019 AmWINS Group, Inc. a book of business from Telamon Insurance & Financial Network Acquisition AmWINS Group, Inc. has acquired a book of business from Telamon Insurance & Financial Network

MarshBerry was financial adviser to Telamon Insurance & Financial Network†

December 2019 Alera Group, Inc. a privately-held insurance agency in Texas Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Seller†

December 2019 Worldwide Facilities, LLC Risk Management Advisory Group Acquisition Worldwide Facilities, LLC has acquired Risk Management Advisory Group

MarshBerry was financial adviser to Worldwide Facilities, LLC

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital