Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
MarshBerry served as the financial advisor to PCF Insurance Services
January 2022
Acquisition
Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Toggle Transaction Details 1/19/2022
Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.
MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.
Higginbotham - The Underwriters Group - 1/19/2022 Buyer: Higginbotham Insurance Agency, Inc. Seller: The Underwriters Group, Inc. Closed Date: 1/19/2022 Location: KY Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc. December 2021
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
MarshBerry was the financial advisor to Hub International Limited
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Jenkins, Skipworth & Associates
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Michigan
MarshBerry was the financial advisor to Alera Group, Inc.†
December 2021
U.S. Retirement Partners, Inc. has acquired Don Crawford & Associates
MarshBerry served as the financial advisor to U.S. Retirement Partners, Inc.†
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
MarshBerry was the financial advisor to PCF Insurance Services
October 2021
Acquisition
Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.
MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021
Acquisition
Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group
MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021
Acquisition
PCF Insurance Services has acquired Magellan HCM
MarshBerry was the financial advisor to PCF Insurance Services
September 2021
Acquisition
PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc.
MarshBerry was financial adviser to PCF Insurance Services
September 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management
MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC
August 2021
Acquisition
Risk Strategies has acquired Danna-Gracey
MarshBerry was the financial adviser to Risk Strategies
August 2021
Acquisition
PCF Insurance Services has acquired Levi & Associates Insurance
MarshBerry was financial adviser to PCF Insurance Services
August 2021
Acquisition
World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.
MarshBerry was the financial adviser to World Insurance Associates, LLC
July 2021
Acquisition
Alera Group, Inc. has acquired Fringe Benefit Analysts
MarshBerry was financial adviser to Alera Group, Inc.
July 2021
Acquisition
The Hilb Group, LLC has acquired Braddon Insurance Advisors
MarshBerry was the financial adviser to The Hilb Group, LLC
† Advisory services provided by MarshBerry Capital
