Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Global Risk Partners has acquired Henshalls Insurance Brokers
IMAS acted as the exclusive financial advisor to Henshalls Insurance Brokers*
January 2023
Acquisition Quintes has acquired Weitenberg
MarshBerry served as the financial advisor to Weitenberg
Toggle Transaction Details January 2023 Quintes has acquired Weitenberg
MarshBerry 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 served as the financial advisor to Weitenberg January 2023
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
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
Acquisition AssuredPartners, Inc. has acquired IFS Benefits
MarshBerry served as the financial advisor to IFS Benefits†
Toggle Transaction Details January 2023 AssuredPartners, Inc. has acquired IFS Benefits
MarshBerry served as the financial advisor to IFS Benefits†
AssuredPartners, Inc. has acquired IFS Benefits Buyer: AssuredPartners, Inc. 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 
Acquisition Global Risk Partners has acquired Christopher Trigg Ltd
IMAS acted as the exclusive financial advisor to Christopher Trigg Ltd*
January 2023
Acquisition Specialty Program Group LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services†
Toggle Transaction Details January 2023 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
Acquisition RSC Insurance Brokerage, Inc. has acquired Bullen Insurance Group
MarshBerry served as the financial advisor to Bullen Insurance Group†
December 2022
Acquisition Cadence Insurance has acquired Warriner & Associates Insurance, Inc.
MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.†
December 2022
Acquisition Bowen, Miclette & Britt Insurance Agency, LLC has acquired Technical Assurance, LLC
MarshBerry served as the financial advisor to Technical Assurance, LLC†
December 2022
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 
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 December 2022
Acquisition Hub International Limited has acquired Invensure Insurance Brokers
MarshBerry served as the financial advisor to Invensure Insurance Brokers†
November 2022 
Acquisition Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Toggle Transaction Details November 2022 Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Relation Insurance Services, Inc. has acquired Garrity Insurance Buyer: Relation Insurance Services, Inc. Seller: Garrity Insurance Closed Date: 11/1/2022 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Garrity Insurance November 2022
Acquisition Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey
MarshBerry served as the financial advisor to the Seller†
November 2022
Acquisition Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates†
Toggle Transaction Details November 2022 Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates†
Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates Buyer: Alliant Insurance Services, Inc. Seller: Trivedi Capacity Associates Closed Date: 11/2/2022 Media: Goto Alliant MarshBerry Advisory Role: MarshBerry served as the financial advisor to Trivedi Capacity Associates November 2022
Specialty Program Group LLC has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions†
November 2022
Acquisition pib Group has acquired Jigsaw Insurance Services Plc
IMAS acted as the Rule 3 advisor to Jigsaw Insurance Services Plc*
October 2022
ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc.
MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.†
October 2022 
Acquisition RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group
MarshBerry served as the financial advisor to Wallace Specialty Insurance Group†
† Advisory services provided by MarshBerry Capital
