Transactions
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Acquisition
World Insurance Associates, LLC has acquired Tarpey Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLC
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
Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC
MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC
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
World Insurance Associates, LLC has acquired Rush-Kent Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
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
Alera Group, Inc. has acquired Noyle Johnson Insurance, Inc.
MarshBerry served as the financial advisor to Alera Group, 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.
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
Marsh & McLennan Agency, LLC has acquired Clark Insurance
MarshBerry served as the financial advisor to Clark Insurance
May 2022
Acquisition
One80 Intermediaries, LLC has acquired VFIS of North Carolina
MarshBerry served as the financial advisor to One80 Intermediaries, LLC
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.
May 2022
Acquisition
Patriot Growth Insurance Services, LLC has acquired EXUDE Benefits, LLC
MarshBerry served as the financial advisor to EXUDE Benefits, LLC
May 2022
Acquisition
Specialty Program Group, LLC has acquired Jones Birdsong, LLC
MarshBerry served as the financial advisor to Jones Birdsong, LLC
May 2022
Acquisition
Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.
MarshBerry served as the financial advisor to PFG Benefits, Inc.
May 2022
Acquisition
Patriot Growth Insurance Services, LLC has acquired DMM Advisors
MarshBerry served as the financial advisor to DMM Advisors
