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*IMAS Corporate Finance LLP has been acquired by MarshBerry
February 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

February 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

February 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

February 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

January 2023 Quintes Weitenberg Acquisition

Quintes has acquired Weitenberg

MarshBerry International served as the financial advisor to Weitenberg

Toggle Transaction Details January 2023

Quintes has acquired Weitenberg

MarshBerry International served as the financial advisor to Weitenberg

Quintes has acquired Weitenberg Buyer: Quintes Seller: Weitenberg Closed Date: 1/26/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Weitenberg
January 2023 Evertree Insurance Group Provision Insurance Group 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
January 2023 Arthur J. Gallagher & Co. John C. Breckenridge Insurance Solutions, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc. 

MarshBerry served as the financial advisor to John C. Breckenridge Insurance Solutions, Inc.

Toggle Transaction Details January 2023

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc. 

MarshBerry served as the financial advisor to John C. Breckenridge Insurance Solutions, Inc.

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc.  Buyer: Arthur J. Gallagher & Co. Seller: John C. Breckenridge Insurance Solutions, Inc. Closed Date: 1/11/2023 Media: Goto Money Controller MarshBerry Advisory Role: MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.
January 2023 Relation Insurance Services, Inc. Napa Valley Insurance Services Acquisition

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services

MarshBerry served as the financial advisor to Napa Valley Insurance Services

Toggle Transaction Details January 2023

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services

MarshBerry served as the financial advisor to Napa Valley Insurance Services

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services Buyer: Relation Insurance Services, Inc. Seller: Napa Valley Insurance Services Closed Date: 1/10/2023 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Napa Valley Insurance Services
January 2023 Assured Partners Benefit Advisors, LLC IFS Benefits Acquisition

Assured Partners Benefit Advisors, LLC has acquired IFS Benefits

MarshBerry served as the financial advisor to IFS Benefits

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Assured Partners Benefit Advisors, LLC has acquired IFS Benefits

MarshBerry served as the financial advisor to IFS Benefits

Assured Partners Benefit Advisors, LLC has acquired IFS Benefits Buyer: Assured Partners Benefit Advisors, LLC Seller: IFS Benefits Closed Date: 1/1/2023 Location: Delaware Media: Goto PRWeb MarshBerry Advisory Role: MarshBerry served as the financial advisor to IFS Benefits
January 2023 Global Risk Partners Christopher Trigg Ltd Acquisition

Global Risk Partners has acquired Christopher Trigg Ltd

IMAS acted as the exclusive financial advisor to Christopher Trigg Ltd*

January 2023 Specialty Program Group, LLC Euclid Fiduciary Acquisition

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

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Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

Specialty Program Group, LLC has acquired Euclid Fiduciary  Buyer: Specialty Program Group, LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services
December 2022 World Insurance Associates, LLC Tomlinson & O'Neil Insurance Acquisition

World Insurance Associates, LLC has acquired Tomlinson & O’Neil Insurance 

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

December 2022 RSC Insurance Brokerage Inc. Bullen Insurance Group Acquisition

RSC Insurance Brokerage, Inc.  has acquired Bullen Insurance Group

MarshBerry served as the financial advisor to Bullen Insurance Group

December 2022 Cadence Insurance Warriner & Associates Insurance, Inc Acquisition

Cadence Insurance has acquired Warriner & Associates Insurance, Inc. 

MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.

December 2022 Bowen, Miclette & Britt Insurance Agency Technical Assurance, LLC Acquisition

Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC

MarshBerry served as the financial advisor to Technical Assurance, LLC

December 2022 World Insurance Associates, LLC Durfee Buffinton Insurance Acquisition

World Insurance Associates, LLC has acquired Durfee Buffinton Insurance

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

December 2022 PCF Insurance Services Direct Dealer Services Acquisition

PCF Insurance Services has acquired Direct Dealer Services

MarshBerry served as the financial advisor to PCF Insurance Services

December 2022 Hub International Limited Dale Barton Agency Acquisition

Hub International Limited has acquired Dale Barton Agency

MarshBerry served as the financial advisor to Dale Barton Agency

Toggle Transaction Details December 2022

Hub International Limited has acquired Dale Barton Agency

MarshBerry served as the financial advisor to Dale Barton Agency

Hub International Limited has acquired Dale Barton Agency Buyer: Hub International Limited Seller: Dale Barton Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Dale Barton Agency
December 2022 Evertree Insurance Group Gnade Insurance Group Inc.

Evertree Insurance has acquired Gnade Insurance Group Inc.  

MarshBerry served as the financial advisor to Evertree Insurance

December 2022 Arthur J. Gallagher & Co. Mahowald Insurance Agency

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency 

MarshBerry served as the financial advisor to Mahowald Insurance Agency

Toggle Transaction Details December 2022

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency 

MarshBerry served as the financial advisor to Mahowald Insurance Agency

Arthur J. Gallagher & Co. has acquired Mahowald Insurance Agency  Buyer: Arthur J. Gallagher & Co. Seller: Mahowald Insurance Agency Closed Date: 12/12/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mahowald Insurance Agency
*IMAS Corporate Finance LLP has been acquired by MarshBerry