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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
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

November 2022 Acquisition

Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC

MarshBerry served as the financial advisor to Hilb Group, LLC

November 2022 Acquisition

Ryan Specialty Group has acquired Centurion Liability Insurance Services

MarshBerry served as the financial advisor to Ryan Specialty Group

November 2022 Acquisition

Hub International Limited has acquired Bridgecreek Investment Management, LLC

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details November 2022

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 has acquired Thorson Insurance Services

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

Toggle Transaction Details November 2022

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 Acquisition

Alera Group, Inc. has acquired Murray Insurance Agency

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

October 2022 Acquisition

World Insurance Associates, LLC has acquired CDR Insurance Group Inc 

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

October 2022 Acquisition

PCF Insurance Services has acquired Paul’s Insurance Services, formerly a division of Paul’s Agency 

MarshBerry served as the financial advisor to PCF Insurance

September 2022 One80 Intermediaries, LLC Acquisition

One80 Intermediaries, LLC has acquired C&M First Services, Inc. 

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

September 2022 Acquisition

World Insurance Associates, LLC has acquired Tarpey Insurance Group

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

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

World Insurance Associates, LLC has acquired Rush-Kent Insurance

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

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital