Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition The Hilb Group, LLC has acquired CIA Financial Group, Inc. MarshBerry was financial adviser to The Hilb Group, LLC
June 2020
Acquisition Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020 
Acquisition Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
March 2020
Acquisition DOXA Insurance Holdings, LLC has acquired Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC MarshBerry was financial adviser to Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC†
March 2020
Acquisition Consolidated Claims Group has acquired JMI Reports MarshBerry was financial adviser to JMI Reports†
December 2019
Acquisition AmWINS Group, Inc. has acquired a book of business from Telamon Insurance & Financial Network MarshBerry was financial adviser to Telamon Insurance & Financial Network†
December 2019
Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Texas MarshBerry was financial adviser to the Seller†
December 2019 
Acquisition Worldwide Facilities, LLC has acquired Risk Management Advisory Group MarshBerry was financial adviser to Worldwide Facilities, LLC
November 2019
Acquisition AssuredPartners, Inc. has acquired Star & Shield Insurance Services, LLC MarshBerry was financial adviser to Star & Shield Insurance Services, LLC
November 2019
iCap AV8 Ventures, IQ Capital and JamJar Investments have invested in M-QUBE
IMAS acted as the sole financial advisor to M-QUBE*
October 2019
Acquisition McNeil & Co. Inc. has acquired Bonding and Insurance Specialists Agency MarshBerry was an advisor to the transaction
October 2019
Acquisition Arthur J. Gallagher & Co. has acquired The Doyle Group, Inc. dba Direct to PolicyHolder MarshBerry was financial adviser to The Doyle Group, Inc. dba Direct To PolicyHolder.
September 2019
Acquisition Genstar Capital, LLC has acquired Worldwide Facilities, LLC from Lovell Minnick Partners, LLC MarshBerry was financial adviser to Genstar Capital, LLC
July 2019 
Acquisition Worldwide Facilities Holdings, LLC has acquired Benchmark Management Group, Inc. MarshBerry was financial adviser to Benchmark Management Group, Inc.†
July 2019
Acquisition Hub International Limited has acquired The Mechanic Group MarshBerry was financial adviser to Hub International Limited
May 2019
Acquisition Phoenix Equity Partners has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
April 2019
Acquisition Fringe Benefit Group has acquired Century Healthcare MarshBerry was financial adviser to Century Healthcare
April 2019
Acquisition CSP Holdings Limited has acquired Citybond Holdings Limited
IMAS acted as the exclusive financial advisor to Citybond Holdings Limited*
March 2019
Acquisition Specialty Program Group LLC has acquired Insurance Programs of America, Inc. and Risk Advisors of America MarshBerry was the financial adviser to Specialty Program Group, LLC
December 2018
Acquisition Stackhouse Poland Group has acquired Property Insurance Initiatives Limited
IMAS acted as the exclusive financial advisor to Risk Solutions Group Limited and its subsidiary Property Insurance Initiatives Limited*
† Advisory services provided by MarshBerry Capital
