Transactions

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Explore All MarshBerry Transactions

October 2022 Hub International Limited Guide Insurance Services Acquisition

Hub International Limited has acquired Guide Insurance Services, Inc.

MarshBerry served as the financial advisor to Guide Insurance Services, Inc.

October 2022 Warner Pacific Insurance Services American Insurance Brokers Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO Acquisition

Warner Pacific Insurance Services has acquired American Insurance Brokers, Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO

MarshBerry served as the financial advisor to UNICO

October 2022 World Insurance Associates LLC. CDR Insurance Group Inc. Acquisition

World Insurance Associates, LLC has acquired CDR Insurance Group Inc 

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

October 2022 PCF Insurance Services Paul's Insurance Services, formerly a division of Paul's Agency Acquisition

PCF Insurance Services has acquired Paul’s Insurance Services, formerly a division of Paul’s Agency 

MarshBerry served as the financial advisor to PCF Insurance

September 2022 Alera Group, Inc. Greenhill Insurance Services Acquisition

Alera Group, Inc. has acquired Greenhill Insurance Services 

MarshBerry served as the financial advisor to Greenhill Insurance Services

September 2022 One80 Intermediaries, LLC C & M First Services Inc. Acquisition

One80 Intermediaries, LLC has acquired C&M First Services, Inc. 

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

September 2022 Alera Group, Inc. Arista Consulting Group Acquisition

Alera Group, Inc. has acquired Arista Consulting Group

MarshBerry served as the financial advisor to Arista Consulting Group

Toggle Transaction Details September 2022

Alera Group, Inc. has acquired Arista Consulting Group

MarshBerry served as the financial advisor to Arista Consulting Group

Alera Group, Inc. has acquired Arista Consulting Group Buyer: Alera Group, Inc. Seller: Arista Consulting Group Closed Date: 9/12/2022 Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arista Consulting Group
September 2022 World Insurance Associates, LLC Tarpey Insurance Group Acquisition

World Insurance Associates, LLC has acquired Tarpey Insurance Group

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

September 2022 Partners Group Foundation Risk Partners Acquisition

Partners Group has invested in Foundation Risk Partners

MarshBerry served as the financial advisor to Foundation Risk Partners

August 2022 World Insurance Associates, LLC Brookside General Insurance Services, Inc. Acquisition

Scottish American has acquired Brookside General Insurance Services, Inc.

MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.

August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC

August 2022 Hub International Limited Grace and Porta Benefits Acquisition

Hub International Limited has acquired Grace & Porta Benefits 

MarshBerry served as the financial advisor to Grace & Porta Benefits

Toggle Transaction Details 8/1/2022

Hub International Limited has acquired Grace & Porta Benefits 

MarshBerry served as the financial advisor to Grace & Porta Benefits

Hub-Grace and Porta-01/2023 Buyer: Hub International Limited Seller: Grace and Porta Benefits Closed Date: 8/1/2022 Media: Goto HUB International MarshBerry Advisory Role: MarshBerry served as the financial advisor to Grace & Porta Benefits
August 2022 World Insurance Associates, LLC Rush-Kent Insurance Acquisition

World Insurance Associates, LLC has acquired Rush-Kent Insurance

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

August 2022 Relation Insurance, Inc. Innovative Broker Services, LLC Acquisition

Relation Insurance, Inc. has acquired Innovative Broker Services, LLC

MarshBerry served as the financial advisor to Innovative Broker Services, LLC

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

July 2022 Hub International Limited Alexander & Company, Inc. Acquisition

Hub International Limited has acquired Alexander & Company, Inc. 

MarshBerry served as the financial advisor to Alexander & Company, Inc.

July 2022 Alera Group, Inc. Noyle Johnson Insurance, Inc. Acquisition

Alera Group, Inc. has acquired Noyle Johnson Insurance, Inc.

MarshBerry served as the financial advisor to Alera Group, Inc.

July 2022 PCF Insurance Services John E. Peakes Insurance Agency, Inc. Acquisition

PCF Insurance Services has acquired John E. Peakes Insurance Agency, Inc.

MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.

June 2022 Patriot Growth Insurance Services, LLC BMT Insurance Advisors Acquisition

Patriot Growth Insurance Services, LLC has acquired BMT Insurance Advisors 

MarshBerry served as the financial advisor to BMT Insurance Advisors

June 2022 Marsh & McLennan Agency, LLC Clark Insurance Acquisition

Marsh & McLennan Agency, LLC has acquired Clark Insurance 

MarshBerry served as the financial advisor to Clark Insurance