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December 2022 Bowen, Miclette & Britt Insurance Agency Technical Assurance, LLC Acquisition

Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC

MarshBerry served as the financial advisor to Technical Assurance, LLC

December 2022 World Insurance Associates, LLC Durfee Buffinton Insurance Acquisition

World Insurance Associates, LLC has acquired Durfee Buffinton Insurance

MarshBerry served as the financial advisor to World Insurance Associates, LLC

December 2022 PCF Insurance Services Direct Dealer Services Acquisition

PCF Insurance Services has acquired Direct Dealer Services

MarshBerry served as the financial advisor to PCF Insurance Services

December 2022 Hub International Limited Dale Barton Agency Acquisition

Hub International Limited has acquired Dale Barton Agency

MarshBerry served as the financial advisor to Dale Barton Agency

Toggle Transaction Details December 2022

Hub International Limited has acquired Dale Barton Agency

MarshBerry served as the financial advisor to Dale Barton Agency

Hub International Limited has acquired Dale Barton Agency Buyer: Hub International Limited Seller: Dale Barton Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Dale Barton Agency
December 2022 Evertree Insurance Group Gnade Insurance Group Inc.

Evertree Insurance has acquired Gnade Insurance Group Inc.  

MarshBerry served as the financial advisor to Evertree Insurance

December 2022 Arthur J. Gallagher & Co. Mahowald Insurance Agency

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency 

MarshBerry served as the financial advisor to Mahowald Insurance Agency

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Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency 

MarshBerry served as the financial advisor to Mahowald Insurance Agency

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency  Buyer: Arthur J. Gallagher & Co. Seller: Mahowald Insurance Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mahowald Insurance Agency
December 2022 Hilb Group, LLC OceanPoint Insurance Agency, Inc. Acquisition

Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.

MarshBerry served as the financial advisor to Hilb Group, LLC

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Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.

MarshBerry served as the financial advisor to Hilb Group, LLC

Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc. Buyer: Hilb Group, LLC Seller: OceanPoint Insurance Agency, Inc. Closed Date: 12/26/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hilb Group, LLC
December 2022 Alera Group, Inc. Collective Choice Insurance Solutions Acquisition

Alera Group, Inc has acquired Collective Choice Insurance Solutions

MarshBerry served as the financial advisor to the Alera Group, Inc.

December 2022 World Insurance Associates LLC. Future Insurance Group Acquisition

World Insurance Associates, LLC has acquired Future Insurance Group

MarshBerry served as the financial advisor to World Insurance Associates, LLC

December 2022 Hub Internal Limited Invensure Insurance Brokers Acquisition

Hub International Limited has acquired Invensure Insurance Brokers

MarshBerry served as the financial advisor to Invensure Insurance Brokers

November 2022 PCF Insurance Services Voluntary Benefits at Work Acquisition

PCF Insurance Services has acquired Voluntary Benefits at Work

MarshBerry served as the financial advisor to PCF Insurance Services

November 2022 Hilb Group, LLC Sharpline Insurance Brokerage, LLC Acquisition

Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC

MarshBerry served as the financial advisor to Hilb Group, LLC

November 2022 Relation Insurance Services, Inc. Garrity Insurance Acquisition

Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance

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Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance

Relation Insurance Services, Inc. has acquired Garrity Insurance Buyer: Relation Insurance Services, Inc. Seller: Garrity Insurance Closed Date: 11/1/2022 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Garrity Insurance
November 2022 Alera Group, Inc. A privately-held insurance agency Acquisition

Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey

MarshBerry served as the financial advisor to the Seller

November 2022 Alliant Insurance Services, Inc. Trivedi Capacity Associates Acquisition

Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

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Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates Buyer: Alliant Insurance Services, Inc. Seller: Trivedi Capacity Associates Closed Date: 11/2/2022 Media: Goto Alliant MarshBerry Advisory Role: MarshBerry served as the financial advisor to Trivedi Capacity Associates
November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions

November 2022 Ryan Specialty Group Centurion Liability Insurance Services Acquisition

Ryan Specialty Group has acquired Centurion Liability Insurance Services

MarshBerry served as the financial advisor to Ryan Specialty Group

November 2022 Hub International Limited Bridgecreek Investment Management, LLC Acquisition

Hub International Limited has acquired Bridgecreek Investment Management, LLC

MarshBerry served as the financial advisor to Hub International Limited

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Hub International Limited has acquired Bridgecreek Investment Management, LLC

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Bridgecreek Investment Management, LLC Buyer: Hub International Limited Seller: Bridgecreek Investment Management, LLC Closed Date: 11/1/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
November 2022 World Insurance Associates LLC Thorson Insurance Services

World Insurance Associates, LLC has acquired Thorson Insurance Services

MarshBerry served as the financial advisor to World Insurance Associates, LLC

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World Insurance Associates, LLC has acquired Thorson Insurance Services

MarshBerry served as the financial advisor to World Insurance Associates, LLC

World Insurance Associates, LLC has acquired Thorson Insurance Services Buyer: World Insurance Associates LLC Seller: Thorson Insurance Services Closed Date: 11/7/2022 Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
October 2022 ICON an AIMCOR Consolidated Company McQueen Kalligan Insurance Services, Inc.

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.