Transactions
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† Advisory services provided by MarshBerry Capital
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
July 2021
Acquisition
The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
The Hilb Group, LLC has acquired Ryan Harris Insurance and Financial Services, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
The Hilb Group, LLC has acquired Harvey Insurance Agency, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
The Hilb Group, LLC has acquired Ronnie Shriner Insurance Agency, Inc.
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition
The Hilb Group, LLC has acquired Easley Hendrick Insurance & Financial
MarshBerry was the financial adviser to The Hilb Group, LLC
† Advisory services provided by MarshBerry Capital