Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

September 2018 Acrisure, LLC a privately-held insurance agency in Texas Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Acrisure, LLC

July 2018 Hilb Group, LLC Southern Maryland Insurance, Inc. Acquisition Hilb Group, LLC has acquired Southern Maryland Insurance, Inc.

MarshBerry was the financial adviser to Hilb Group, LLC

June 2018 Specialty Program Group, LLC Professional Program Insurance Brokerage Acquisition Specialty Program Group, LLC has acquired Professional Program Insurance Brokerage

MarshBerry was the financial adviser to Specialty Program Group, LLC

June 2018 Worldwide Facilities, LLC RIC Insurance General Agency, Inc. Acquisition Worldwide Facilities, LLC has acquired RIC Insurance General Agency, Inc.

MarshBerry was financial adviser to Worldwide Facilities, LLC

May 2018 Hub International Limited Les Avantages Sociaux Delta Inc., operating as the dElta Group Acquisition Hub International Limited has acquired Les Avantages Sociaux Delta Inc., operating as the dElta Group

MarshBerry was financial adviser to Hub International Limited

April 2018 Worldwide Facilities, LLC Gerald J. Sullivan & Associates, Inc. dba The Sullivan Group Acquisition Worldwide Facilities, LLC has acquired Gerald J. Sullivan & Associates, Inc. dba The Sullivan Group

MarshBerry was financial adviser to Worldwide Facilities, LLC

April 2018 Alera Group, Inc. Tippett Moorhead Financial Partners LLC dba Tippett Moorhead & Haden Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Tippett Moorhead Financial Partners LLC dba Tippett Moorhead & Haden Insurance Services, LLC

MarshBerry was financial adviser to Alera Group, Inc.

April 2018 Specialty Program Group, LLC Norman-Spencer Agency, Inc. (the marine and crane divisions) Acquisition Specialty Program Group, LLC has acquired Norman-Spencer Agency, Inc. (the marine and crane divisions)

MarshBerry was financial adviser to Specialty Program Group, LLC

April 2018 Hub International Limited The Benefits Company, Inc. Acquisition Hub International Limited has acquired The Benefits Company, Inc.

MarshBerry was financial adviser to Hub International Limited

March 2018 Hub International Limited Spectra Management, LLC Acquisition Hub International Limited has acquired Spectra Management, LLC

MarshBerry was the financial adviser to Hub International Limited

February 2018 Alera Group, Inc. Davidson Benefits Planning, LLC Acquisition Alera Group, Inc. has acquired Davidson Benefits Planning, LLC

MarshBerry was financial adviser to Alera Group, Inc.

February 2018 Alera Group, Inc. Spring Consulting Group, LLC Acquisition Alera Group, Inc. has acquired Spring Consulting Group, LLC

MarshBerry was financial adviser to Alera Group, Inc.

January 2018 Hub International Limited Belyer Insurance Limited dba EasyInsure Acquisition Hub International Limited has acquired Belyer Insurance Limited dba EasyInsure

MarshBerry was financial adviser to Hub International Limited

January 2018 Sunstar Insurance Group, LLC the Jonesboro, AR agency operations from Stephens Insurance Acquisition Sunstar Insurance Group, LLC has acquired the Jonesboro, AR agency operations from Stephens Insurance

MarshBerry was financial adviser to Sunstar Insurance Group, LLC

December 2017 Hub International Limited Contractor's Services, Inc. Acquisition Hub International Limited has acquired Contractor's Services, Inc.

MarshBerry was the financial adviser to Hub International Limited

December 2017 Hub International Limited Surety Services, LLC Acquisition Hub International Limited has acquired Surety Services, LLC

MarshBerry was the financial adviser to Hub International Limited

November 2017 Reschini Agency, Inc. majority ownership of S&T-Evergreen Insurance, LLC Acquisition Reschini Agency, Inc. has acquired majority ownership of S&T-Evergreen Insurance, LLC

MarshBerry was financial adviser to Reschini Agency, Inc.

November 2017 Hilb Group, LLC the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.   Acquisition Hilb Group, LLC has acquired the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.  

MarshBerry was financial adviser to Hilb Group, LLC

October 2017 Prime Risk Partners, Inc. Gunn, Steers & Company, LLC Acquisition Prime Risk Partners, Inc. has acquired Gunn, Steers & Company, LLC

MarshBerry was financial adviser to Prime Risk Partners, Inc.

September 2017 Specialty Program Group, LLC Borisoff Insurance Services Inc. dba Monarch E&S Insurance Acquisition Specialty Program Group, LLC has acquired Borisoff Insurance Services Inc. dba Monarch E&S Insurance

MarshBerry was financial adviser to Specialty Program Group, LLC