Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition
Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM†
Toggle Transaction Details June 2024
Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM†
Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc. Buyer: Hub International Limited Seller: Combined HCM Closed Date: 06/04/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Combined HCM† June 2024
Acquisition
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details June 2024
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc. Buyer: The Hilb Group, LLC Seller: German American Bancorp, Inc. Closed Date: 06/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC June 2024
Acquisition
Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Toggle Transaction Details June 2024
Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Blumberg & Associates, Inc. Closed Date: 06/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC May 2024
Acquisition
Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services†
Toggle Transaction Details May 2024
Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services†
Hub International Limited has acquired Merriwether & Williams Insurance Services Buyer: Hub International Limited Seller: Merriwether & Williams Insurance Services Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services† April 2024
Acquisition
Hub International Limited has acquired Sale Insurance Agency, Inc.
MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.†
Toggle Transaction Details April 2024
Hub International Limited has acquired Sale Insurance Agency, Inc.
MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.†
Hub International Limited has acquired Sale Insurance Agency, Inc. Buyer: Hub International Limited Seller: Sale Insurance Agency, Inc. Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.† April 2024
Acquisition
Higginbotham Insurance Agency, Inc. has acquired Eagan Insurance Agency, LLC.
MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC†
Toggle Transaction Details April 2024
Higginbotham Insurance Agency, Inc. has acquired Eagan Insurance Agency, LLC.
MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC†
Higginbotham Insurance Agency, Inc. has acquired Eagan Insurance Agency, LLC. Buyer: Higginbotham Insurance Agency, Inc. Seller: Eagan Insurance Agency, LLC. Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC.† April 2024
Acquisition
Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.
MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.†
Toggle Transaction Details April 2024
Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.
MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.†
Alera Group, Inc. has acquired HealthSure Insurance Services, Inc. Buyer: Alera Group, Inc. Seller: HealthSure Insurance Services, Inc. Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.† April 2024
Acquisition
Alkeme Insurance has acquired Ralph Weiner & Associates, LLC
MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC†
Toggle Transaction Details April 2024
Alkeme Insurance has acquired Ralph Weiner & Associates, LLC
MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC†
Alkeme Insurance has acquired Ralph Weiner & Associates, LLC Buyer: Alkeme Insurance Seller: Ralph Weiner & Associates, LLC Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC† March 2024
Acquisition
Vantage Insurance Partners, Inc. has acquired a Privately-Held Insurance Agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
March 2024
Merger
Hg Capital has invested in induver and Clover
MarshBerry served as the financial advisor to induver
March 2024
Acquisition
Highstreet Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.
MarshBerry served as the financial advisor to Hoaster Gebhard & Co.†
Toggle Transaction Details March 2024
Highstreet Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.
MarshBerry served as the financial advisor to Hoaster Gebhard & Co.†
Highstreet Insurance Partners, Inc. has acquired Hoaster Gebhard & Co. Buyer: Highstreet Insurance Partners, Inc. Seller: Hoaster Gebhard & Co. Closed Date: 03/07/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hoaster Gebhard & Co.† March 2024
Acquisition
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited March 2024
Acquisition
Marsh & McLennan Agency, LLC has acquired Querbes & Nelson
MarshBerry served as the financial advisor to Querbes & Nelson†
Toggle Transaction Details March 2024
Marsh & McLennan Agency, LLC has acquired Querbes & Nelson
MarshBerry served as the financial advisor to Querbes & Nelson†
Marsh & McLennan Agency, LLC has acquired Querbes & Nelson Buyer: Marsh & McLennan Agency, LLC Seller: Querbes & Nelson Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Querbes & Nelson† March 2024
Acquisition
Marsh & McLennan Agency, LLC has acquired Louisiana Companies
MarshBerry served as the financial advisor for Louisiana Companies†
Toggle Transaction Details March 2024
Marsh & McLennan Agency, LLC has acquired Louisiana Companies
MarshBerry served as the financial advisor for Louisiana Companies†
Marsh & McLennan Agency, LLC has acquired Louisiana Companies Buyer: Marsh & McLennan Agency, LLC Seller: Louisiana Companies Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor for Louisiana Companies† January 2024
Acquisition
Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency†
Toggle Transaction Details January 2024
Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency†
Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: John Galt Insurance Agency Closed Date: 01/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to John Galt Insurance Agency† January 2024
Acquisition
Highstreet Insurance Partners, Inc. has acquired A privately-held insurance agency
MarshBerry served as the financial advisor to the Seller†
January 2024
Acquisition
Higginbotham & Associates, Inc. has acquired a Privately-Held Insurance Agency
MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.
December 2023
Acquisition
Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies
MarshBerry served as the financial advisor to Aldrich Benefits LP†
Toggle Transaction Details December 2023
Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies
MarshBerry served as the financial advisor to Aldrich Benefits LP†
Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Buyer: Alliant Insurance Services, Inc. Seller: Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Closed Date: 12/31/2023 Location: Oregon Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Aldrich Benefits† December 2023
Acquisition
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. December 2023
Acquisition
Alkeme Insurance has acquired Flor Insurance Group
MarshBerry served as the financial advisor to Flor Insurance Group†
Toggle Transaction Details December 2023
Alkeme Insurance has acquired Flor Insurance Group
MarshBerry served as the financial advisor to Flor Insurance Group†
Alkeme Insurance has acquired Flor Insurance Group Buyer: Alkeme Insurance Seller: Flor Insurance Group Firm Type: Commercial P&C; Personal Lines Closed Date: 12/29/2023 Location: Texas MarshBerry Advisory Role: MarshBerry served as the financial advisor to Flor Insurance Group†† Advisory services provided by MarshBerry Capital