Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Inszone Insurance Services, LLC has acquired San Antonio Insurance Services
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details 10/10/2024
Inszone Insurance Services, LLC has acquired San Antonio Insurance Services
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC Has Acquired San Antonio Insurance Services Buyer: Inszone Insurance Services, LLC Seller: San Antonio Insurance Services MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC October 2024
Acquisition
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
Toggle Transaction Details October 2024
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc. Buyer: AssuredPartners, Inc. Seller: CoyleKiley Insurance Agency, Inc. Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.† October 2024
Acquisition
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Toggle Transaction Details October 2024
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC Buyer: Marshall & Sterling, Inc. Seller: FitzGibbons Agency LLC Closed Date: 10/01/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FitzGibbons Agency LLC† September 2024
Acquisition
Afore Insurance Services, LLC has acquired BCA Insurance Group
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Toggle Transaction Details September 2024
Afore Insurance Services, LLC has acquired BCA Insurance Group
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Afore Insurance Services, LLC has acquired BCA Insurance Group Buyer: Afore Insurance Services, LLC Seller: BCA Insurance Group Closed Date: 09/06/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC September 2024
Acquisition
Afore Insurance Services, LLC has acquired Block Insurance
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Toggle Transaction Details September 2024
Afore Insurance Services, LLC has acquired Block Insurance
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Afore Insurance Services, LLC has acquired Block Insurance Buyer: Afore Insurance Services, LLC Seller: Block Insurance Closed Date: 09/06/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Block Insurance September 2024
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Toggle Transaction Details September 2024
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC Buyer: Culpeper Insurance Partners, LLC Seller: Afore Insurance Services, LLC Closed Date: 9/6/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC September 2024
Acquisition
Inszone Insurance Services, LLC has acquired L.A. Bowen Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Toggle Transaction Details September 2024
Inszone Insurance Services, LLC has acquired L.A. Bowen Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
Inszone Insurance Services, LLC has acquired L.A. Bowen Insurance Buyer: Inszone Insurance Services, LLC Seller: L.A. Bowen Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, LLC September 2024
Acquisition
Alera Group, Inc. has acquired Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance)
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details September 2024
Alera Group, Inc. has acquired Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance)
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance) Buyer: Alera Group, Inc. Seller: Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance) MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. August 2024
PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
Toggle Transaction Details August 2024
PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
PCF Insurance Services has acquired Asset Insurance Agency, LLC Buyer: PCF Insurance Services Seller: Asset Insurance Agency, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services August 2024
Acquisition
Specialty Program Group LLC has acquired Scale Human Capital, LLC
MarshBerry served as the financial advisor to Scale Human Capital, LLC†
Toggle Transaction Details August 2024
Specialty Program Group LLC has acquired Scale Human Capital, LLC
MarshBerry served as the financial advisor to Scale Human Capital, LLC†
Specialty Program Group LLC has acquired Scale Human Capital, LLC Buyer: Specialty Program Group LLC Seller: Scale Human Capital, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Scale Human Capital, LLC† August 2024
Acquisition
HUB International Limited has acquired certain assets of a California-Based Business
MarshBerry served as the financial advisor to HUB International Limited
August 2024
Acquisition
The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details August 2024
The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired a South Carolina-Based Business Buyer: The Hilb Group, LLC Seller: South Carolina-Based Business MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC July 2024
Acquisition
Inszone Insurance Services, LLC has acquired Anixter & Oser, Inc.
MarshBerry served as the financial advisor to Anixter & Oser, Inc.†
Toggle Transaction Details July 2024
Inszone Insurance Services, LLC has acquired Anixter & Oser, Inc.
MarshBerry served as the financial advisor to Anixter & Oser, Inc.†
Inszone Insurance Services, LLC has acquired Anixter & Oser, Inc. Buyer: Inszone Insurance Services, LLC Seller: Anixter & Oser, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Anixter & Oser, Inc.† July 2024
Acquisition
TCS Insurance Brokers has acquired The Downey Group
MarshBerry served as the financial advisor to TCS Insurance Brokers
Toggle Transaction Details July 2024
TCS Insurance Brokers has acquired The Downey Group
MarshBerry served as the financial advisor to TCS Insurance Brokers
TCS Insurance Brokers has acquired The Downey Group Buyer: TCS Insurance Brokers Seller: The Downey Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to TCS Insurance Brokers July 2024
Acquisition
Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Toggle Transaction Details July 2024
Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Renasant Insurance, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC July 2024
Acquisition
Hub International Limited has acquired Swanson Insurance Agency
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details July 2024
Hub International Limited has acquired Swanson Insurance Agency
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Swanson Insurance Agency Buyer: Hub International Limited Seller: Swanson Insurance Agency Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited July 2024
Acquisition
World Insurance Associates, LLC has acquired NorthStar Insurance Services, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details August 2024
World Insurance Associates, LLC has acquired NorthStar Insurance Services, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired NorthStar Insurance Services, Inc. Buyer: World Insurance Associates, LLC Seller: NorthStar Insurance Services, Inc. Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC July 2024
Acquisition
HUB International Limited has acquired McClements Insurance Services, LLC
MarshBerry served as the financial advisor to McClements Insurance Services, LLC†
Toggle Transaction Details July 2024
HUB International Limited has acquired McClements Insurance Services, LLC
MarshBerry served as the financial advisor to McClements Insurance Services, LLC†
HUB International Limited has acquired McClements Insurance Services, LLC Buyer: HUB International Limited Seller: McClements Insurance Services, LLC Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to McClements Insurance Services, LLC† July 2024
Acquisition
HUB International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.†
Toggle Transaction Details July 2024
HUB International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.†
HUB International Limited has acquired Integrated Benefits Group Insurance Brokerage, Inc. Buyer: HUB International Limited Seller: Integrated Benefits Group Insurance Brokerage, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Integrated Benefits Group Insurance Brokerage, Inc.† June 2024
Acquisition
Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.
MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.†
Toggle Transaction Details June 2024
Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.
MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.†
Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Cornerstone Commercial & Personal Insurance Services, Inc. Closed Date: 06/28/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.†† Advisory services provided by MarshBerry Capital