Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.
MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
July 2020
Acquisition
Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services
IMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*
July 2020
Acquisition
Specialty Program Group LLC has acquired Beacon Hill Associates, Inc.
MarshBerry was financial adviser to Beacon Hill Associates, Inc.†
July 2020
Acquisition
Specialty Program Group, LLC has acquired Avant, LLC
MarshBerry was financial adviser to Avant, LLC†
July 2020
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*
† Advisory services provided by MarshBerry Capital