Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition SMA BTP has acquired DUPI Group Netherlands
MarshBerry served as the financial advisor to DUPI Group Netherlands
Toggle Transaction Details March 2023 SMA BTP has acquired DUPI Group Netherlands
MarshBerry served as the financial advisor to DUPI Group Netherlands
SMA BTP has acquired DUPI Group Netherlands Buyer: SMA BTP Seller: DUPI Group Netherlands Closed Date: 3/1/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry served as the financial advisor to DUPI Group Netherlands March 2023
The employees of BHC Insurance purchased BHC Insurance from First National Bank of Fort Smith
MarshBerry served as the financial advisor to First National Bank of Fort Smith
Toggle Transaction Details March 2023 The employees of BHC Insurance purchased BHC Insurance from First National Bank of Fort Smith
MarshBerry served as the financial advisor to First National Bank of Fort Smith
The employees of BHC Insurance purchased BHC Insurance from First National Bank of Fort Smith Buyer: BHC Insurance Seller: First National Bank of Fort Smith Closed Date: 3/1/2023 Location: Texas MarshBerry Advisory Role: MarshBerry served as the financial advisor to First National Bank of Fort Smith March 2023
Acquisition Alera Group, Inc. has acquired Wilson, Washburn & Forester Insurance, Inc.
MarshBerry served as the financial advisor to Wilson, Washburn & Forester Insurance, Inc.†
Toggle Transaction Details March 2023 Alera Group, Inc. has acquired Wilson, Washburn & Forester Insurance, Inc.
MarshBerry served as the financial advisor to Wilson, Washburn & Forester Insurance, Inc.†
Alera Group, Inc. has acquired Wilson, Washburn & Forester Insurance, Inc. Buyer: Alera Group, Inc. Seller: Wilson, Washburn & Forester Insurance, Inc. Closed Date: 3/1/2023 Location: Florida Media: Goto The Insurer MarshBerry Advisory Role: MarshBerry served as the financial advisor to Wilson, Washburn & Forester Insurance, Inc.† March 2023
Acquisition Arthur J. Gallagher & Co. has acquired FE Protect
IMAS acted as the exclusive financial advisor to AT Squared Holdings Limited (FE Protect)*
March 2023
Acquisition World Insurance Associates, LLC has acquired Landscape Contractors Insurance Services, Inc.
MarshBerry served as the financial advisor to Landscape Contractors Insurance Services, Inc.†
Toggle Transaction Details March 2023 World Insurance Associates, LLC has acquired Landscape Contractors Insurance Services, Inc.
MarshBerry served as the financial advisor to Landscape Contractors Insurance Services, Inc.†
World Insurance Associates, LLC has acquired Landscape Contractors Insurance Services, Inc. Buyer: World Insurance Associates, LLC Seller: Landscape Contractors Insurance Services, Inc. Closed Date: 3/1/2023 Location: California Media: Goto World Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Landscape Contractors Insurance Services, Inc.† March 2023
Acquisition Sunstar Insurance Group, LLC has acquired a book of business from a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
February 2023
Acquisition One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance†
Toggle Transaction Details February 2023 One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance†
One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance Buyer: One80 Intermediaries, LLC Seller: Manchester Specialty Programs Insurance Closed Date: 2/1/2023 Location: MA Media: Goto One 80 Intermediaries MarshBerry Advisory Role: MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance† February 2023
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†
† Advisory services provided by MarshBerry Capital
