Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Warburg Pincus, LLC has invested in K2 Insurance Services
MarshBerry served as a financial advisor to Warburg Pincus, LLC†
Toggle Transaction Details April 2023
Warburg Pincus, LLC has invested in K2 Insurance Services
MarshBerry served as a financial advisor to Warburg Pincus, LLC†
Warburg Pincus, LLC has invested in K2 Insurance Services Buyer: Warburg Pincus, LLC Seller: K2 Insurance Services Closed Date: 4/1/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as a financial advisor to Warburg Pincus, LLC March 2023
Acquisition
Inszone Insurance Services, LLC has acquired Citizens General Insurance Brokers, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details March 2023
Inszone Insurance Services, LLC has acquired Citizens General Insurance Brokers, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired Citizens General Insurance Brokers, Inc. Buyer: Inszone Insurance Services, LLC Seller: Citizens General Insurance Brokers, Inc. Closed Date: 03/31/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC March 2023
Acquisition
Inszone Insurance Services, LLC has acquired Starline Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details May 2023
Inszone Insurance Services, LLC has acquired Starline Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired Starline Insurance Group Buyer: Inszone Insurance Services, LLC Seller: Starline Insurance Group Closed Date: 03/31/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC March 2023
Acquisition
World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details March 2023
World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC Buyer: World Insurance Associates, LLC Seller: Iron Gates Insurance Group, LLC Closed Date: 3/1/2023 Location: Kansas Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC February 2023
Acquisition
Alkeme Insurance has acquired PEO Exchange, Inc.
MarshBerry served as the financial advisor to Alkeme Insurance
Toggle Transaction Details February 2023
Alkeme Insurance has acquired PEO Exchange, Inc.
MarshBerry served as the financial advisor to Alkeme Insurance
Alkeme Insurance has acquired PEO Exchange, Inc. Buyer: Alkeme Insurance Seller: PEO Exchange, Inc. Closed Date: 2/1/2023 Location: California Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance February 2023
Acquisition
Inszone Insurance Services, LLC has acquired Champions Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details April 2023
Inszone Insurance Services, LLC has acquired Champions Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired Champions Insurance Group Buyer: Inszone Insurance Services, LLC Seller: Champions Insurance Group Closed Date: 2/3/2023 Location: Texas Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC February 2023
Acquisition
The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details February 2023
The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC Buyer: The Hilb Group, LLC Seller: National Enrollment Partners Holdings, LLC Closed Date: 2/1/2023 Location: Virginia Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC February 2023
Acquisition
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023
Acquisition
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023
Acquisition
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023
Acquisition
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
January 2023
Acquisition
Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details January 2023
Evertree Insurance Group has acquired Provision Insurance Group
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Provision Insurance Group Buyer: Evertree Insurance Group Seller: Provision Insurance Group Closed Date: 1/12/2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group December 2022
Acquisition
World Insurance Associates, LLC has acquired Tomlinson & O’Neil Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition
World Insurance Associates, LLC has acquired Durfee Buffinton Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition
PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
December 2022
Evertree Insurance has acquired Gnade Insurance Group Inc.
MarshBerry served as the financial advisor to Evertree Insurance
December 2022
Acquisition
Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLC
Toggle Transaction Details December 2022
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
Acquisition
Alera Group, Inc has acquired Collective Choice Insurance Solutions
MarshBerry served as the financial advisor to the Alera Group, Inc.
December 2022
Acquisition
World Insurance Associates, LLC has acquired Future Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLC
November 2022
Acquisition
PCF Insurance Services has acquired Voluntary Benefits at Work
MarshBerry served as the financial advisor to PCF Insurance Services
† Advisory services provided by MarshBerry Capital