Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group†
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group†
RSC Insurance Brokerage, Inc. has acquired First Insurance Group Buyer: RSC Insurance Brokerage, Inc. Seller: First Insurance Group Closed Date: 06/30/23 Location: Ohio MarshBerry Advisory Role: MarshBerry served as the financial advisor to First Insurance Group† June 2023
Acquisition Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.†
Toggle Transaction Details June 2023 Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.†
Novatae Risk Group has acquired Far East Insurance Marketing, Inc. Buyer: Novatae Risk Group Seller: Far East Insurance Marketing, Inc. Firm Type: Wholesale Closed Date: 06/30/23 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.† June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company†
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company†
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company Buyer: RSC Insurance Brokerage, Inc. Seller: EbenConcepts Company MarshBerry Advisory Role: MarshBerry served as the financial advisor to EbenConcepts Company† June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Orchestrate HR, Inc. June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk
MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk
MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk
RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk Buyer: RSC Insurance Brokerage, Inc Seller: Setnor Byer Insurance & Risk Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group†
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group†
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group Buyer: RSC Insurance Brokerage, Inc. Seller: Johnson Financial Group Closed Date: 06/01/2023 Location: Wisconsin Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Johnson Financial Group† June 2023
Acquisition Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC†
Toggle Transaction Details June 2023 Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC†
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC Buyer: Hub International Limited Seller: Horan Associates, Inc. Firm Type: Employee Benefits Closed Date: 06/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC† May 2023
Acquisition Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC†
Toggle Transaction Details May 2023 Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC†
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC Buyer: Arthur J. Gallagher & Co Seller: Bernard Health, LLC Closed Date: 05/24/2023 Location: Tennessee Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Bernard Health, LLC† May 2023
Acquisition Specialist Risk Group has acquired The Medical Professional Liability Company Limited
IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*
May 2023
Acquisition Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.†
Toggle Transaction Details May 2023 Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.†
Risk Placement Services, Inc. has acquired RHP General Agency, Inc. Buyer: Risk Placement Services, Inc. Seller: RHP General Agency, Inc. Firm Type: MGA Closed Date: 05/11/2023 Location: Texas Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to RHP General Agency, Inc.† May 2023
Acquisition Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.†
Toggle Transaction Details May 2023 Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.†
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc. Buyer: Patriot Growth Insurance Services, LLC Seller: CoreMark Insurance Services, Inc. Closed Date: 05/02/2023 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.† April 2023
Acquisition Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC†
Toggle Transaction Details April 2023 Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC†
Rising Medical Solutions has acquired Preferred Disability Management, LLC Buyer: Rising Medical Solutions Seller: Preferred Disabilities Management, LLC Closed Date: 4/1/2023 Location: Indiana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Preferred Disability Management, LLC† April 2023
Acquisition Momentum Global Investment Management has acquired Crown Agents Investment Management
IMAS acted as the exclusive financial advisor to Crown Agents Bank*
April 2023 
Acquisition Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
Toggle Transaction Details April 2023 Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
Hub International Limited has acquired Hobson Insurance Buyer: Hub International Limited Seller: Hobson Insurance Closed Date: 4/2/2023 Location: Montana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hobson Insurance March 2023
Acquisition Inszone Insurance Services, LLC has acquired Corbett & Associates Insurance Agency, Inc.
MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.†
Toggle Transaction Details April 2023 Inszone Insurance Services, LLC has acquired Corbett & Associates Insurance Agency, Inc.
MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.†
Inszone Insurance Services, LLC has acquired Corbett & Associates Insurance Agency, Inc. Buyer: Inszone Insurance Services, LLC Seller: Corbett & Associates Insurance Agency, Inc Closed Date: 3/15/2023 Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.† March 2023
Acquisition Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry served as the financial advisor to Krabbe Assurantien
Toggle Transaction Details March 2023 Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry served as the financial advisor to Krabbe Assurantien
Gilde Equity Management has acquired Krabbe Assurantien Buyer: Gilde Equity Management Seller: Krabbe Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Krabbe Assurantien March 2023 
Acquisition Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry served as the financial advisor to De Croes Adviesgroep
Toggle Transaction Details March 2023 Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry served as the financial advisor to De Croes Adviesgroep
Gilde Equity Management has acquired De Croes Adviesgroep Buyer: Gilde Equity Management Seller: De Croes Adviesgroep Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to De Croes Adviesgroep March 2023 
Acquisition Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
Toggle Transaction Details March 2023 Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
Gilde Equity Management has acquired Velthuis Assurantien Buyer: Gilde Equity Management Seller: Velthuis Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Velthuis Assurantien March 2023 
Acquisition Gilde Equity Management has acquired Holtkamp Assurantien
MarshBerry served as the financial advisor to Holtkamp Assurantien
Toggle Transaction Details March 2023 Gilde Equity Management has acquired Holtkamp Assurantien
MarshBerry served as the financial advisor to Holtkamp Assurantien
Gilde Equity Management has acquired Holtkamp Assurantien Buyer: Gilde Equity Management Seller: Holtkamp Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Holtkamp Assurantien March 2023 
Acquisition Gilde Equity Management has acquired Asbroek Adviesgroep
MarshBerry served as the financial advisor to Asbroek Adviesgroep
Toggle Transaction Details March 2023 Gilde Equity Management has acquired Asbroek Adviesgroep
MarshBerry served as the financial advisor to Asbroek Adviesgroep
Gilde Equity Management has acquired Asbroek Adviesgroep Buyer: Gilde Equity Management Seller: Asbroek Adviesgroep Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asbroek Adviesgroep† Advisory services provided by MarshBerry Capital
