Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Michigan MarshBerry was the financial advisor to Alera Group, Inc.†
December 2021
U.S. Retirement Partners, Inc. has acquired Don Crawford & Associates
MarshBerry served as the financial advisor to U.S. Retirement Partners, Inc.†
December 2021
Acquisition Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc. MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California MarshBerry was the financial advisor to PCF Insurance Services
October 2021
Acquisition Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc. MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021 
Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021 
Acquisition PCF Insurance Services has acquired Magellan HCM MarshBerry was the financial advisor to PCF Insurance Services
September 2021 
Acquisition PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc. MarshBerry was financial adviser to PCF Insurance Services
September 2021 
Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC
August 2021
Acquisition Risk Strategies has acquired Danna-Gracey MarshBerry was the financial adviser to Risk Strategies
August 2021 
Acquisition PCF Insurance Services has acquired Levi & Associates Insurance MarshBerry was financial adviser to PCF Insurance Services
August 2021
Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc. MarshBerry was the financial adviser to World Insurance Associates, LLC
July 2021
Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts MarshBerry was financial adviser to Alera Group, Inc.
July 2021
Acquisition The Hilb Group, LLC has acquired Braddon Insurance Advisors MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Ryan Harris Insurance and Financial Services, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Harvey Insurance Agency, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Ronnie Shriner Insurance Agency, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Easley Hendrick Insurance & Financial MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Mayo Insurance Agency, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
† Advisory services provided by MarshBerry Capital
