Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Alera Group, Inc has acquired New England Benefits Company MarshBerry served as financial adviser to Alera Group, Inc.
July 2021
Acquisition Keystone Agency Investors has acquired Árachas Group, LLC MarshBerry was the financial adviser to Keystone Agency Investors
July 2021
Acquisition Scottish American has acquired Universal Insurance Group MarshBerry was the financial adviser to Scottish American
June 2021
Acquisition Oakbridge Insurance Agency, LLC has acquired Pittman Insurance Group, LLC MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC
May 2021 
Acquisition Keystone Agency Investors has acquired The Yurconic Agency MarshBerry was the financial adviser to Keystone Agency Investors
May 2021 
Acquisition Alera Group, Inc. has acquired Lamb Insurance Services MarshBerry was financial adviser to Alera Group, Inc.
May 2021
Acquisition Hub International Limited has acquired Ion Insurance Corporation MarshBerry was financial adviser to Hub International Limited
April 2021
Acquisition PCF Insurance Services has acquired Hale & Associates MarshBerry was the financial adviser to PCF Insurance Services
April 2021 
Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC MarshBerry was financial adviser to Alera Group, Inc.
April 2021 
Acquisition Hub International Limited has acquired Wyoming Financial Insurance MarshBerry was financial adviser to Hub International Limited
March 2021
Acquisition The Hilb Group, LLC has acquired Star Insurance Agency MarshBerry was financial adviser to The Hilb Group, LLC
February 2021
Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc. MarshBerry was financial adviser to Financial Institutions, Inc.
January 2021
Acquisition GCP Capital Partners, LLC has invested in ALKEME Holdings, LLC
MarshBerry was financial adviser to GCP Capital Partners, LLC
December 2020 
Acquisition Alera Group, Inc. has acquired Granite Group Benefits, LLC MarshBerry was financial adviser to Alera Group, Inc.
November 2020
Acquisition World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance) MarshBerry was financial adviser to World Insurance Associates, LLC
November 2020
Merger Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC MarshBerry was financial adviser to Higginbotham Insurance Agency, Inc
November 2020 
Acquisition The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC MarshBerry was financial adviser to The Hilb Group, LLC
October 2020 
Acquisition The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions MarshBerry was financial adviser to The Hilb Group, LLC
October 2020
Acquisition Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc. MarshBerry was financial adviser to Hub International Limited
October 2020
Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
† Advisory services provided by MarshBerry Capital
