Transactions
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† Advisory services provided by MarshBerry Capital
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
September 2020
Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions MarshBerry was financial adviser to Keystone Agency Investors, LLC
September 2020
Acquisition DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability MarshBerry was financial adviser to DOXA Insurance Holdings, LLC†
August 2020 
Acquisition Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc. MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
August 2020 
Acquisition Alera Group, Inc. has acquired Banasky Insurance, Inc. MarshBerry was financial adviser to Alera Group, Inc.
July 2020 
Acquisition The Hilb Group, LLC has acquired CIA Financial Group, Inc. MarshBerry was financial adviser to The Hilb Group, LLC
July 2020 
Acquisition Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania MarshBerry was financial adviser to Keystone Agency Investors, LLC
June 2020 
Acquisition Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020 Acquisition Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020
Acquisition Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc. MarshBerry was financial adviser to Sunstar Insurance Group, LLC
March 2020
Acquisition Hutchinson Traylor Insurance Agency has acquired Webber & Associates, Inc. MarshBerry was financial adviser to Hutchinson Traylor Insurance Agency
March 2020 
Acquisition Alera Group, Inc. has acquired Georgetown Insurance Services, Inc. MarshBerry was financial adviser to Alera Group, Inc.
February 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired Bagatta Associates, Inc. MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
February 2020 
Acquisition The Hilb Group, LLC has acquired Regency Insurance Group, LLC MarshBerry was financial adviser to The Hilb Group, LLC
† Advisory services provided by MarshBerry Capital
