Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina MarshBerry was the financial advisor to PCF Insurance Services
January 2022 Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California MarshBerry served as the financial advisor to PCF Insurance Services
January 2022
Acquisition Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Toggle Transaction Details 1/19/2022 Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Higginbotham - The Underwriters Group - 1/19/2022 Buyer: Higginbotham Insurance Agency, Inc. Seller: The Underwriters Group, Inc. Closed Date: 1/19/2022 Location: KY Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc. December 2021
Acquisition Hub International Limited has acquired GRP Financial California, LLC MarshBerry was the financial advisor to Hub International Limited
December 2021
Acquisition Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc. MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021 
Acquisition Oakbridge Insurance Agency, LLC has acquired Jenkins, Skipworth & Associates MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021 
Acquisition Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
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.
† Advisory services provided by MarshBerry Capital
