Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services
MarshBerry served as the financial advisor to Relation Insurance Services†
Toggle Transaction Details October 2022 RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services
MarshBerry served as the financial advisor to Relation Insurance Services†
RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services Buyer: RSC Insurance Brokerage, Inc. Seller: Relation Insurance Services Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Relation Insurance Services October 2022
Acquisition Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.
MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.†
Toggle Transaction Details October 2022 Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.
MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.†
Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc. Buyer: Alera Group, Inc. Seller: Haylor, Freyer & Coon, Inc. Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc. October 2022
Acquisition World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services
MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services†
October 2022
Acquisition Hub International Limited has acquired Guide Insurance Services, Inc.
MarshBerry served as the financial advisor to Guide Insurance Services, Inc.†
October 2022
Acquisition Warner Pacific Insurance Services has acquired American Insurance Brokers, Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO
MarshBerry served as the financial advisor to UNICO†
September 2022
Acquisition Alera Group, Inc. has acquired Greenhill Insurance Services
MarshBerry served as the financial advisor to Greenhill Insurance Services†
September 2022 
Acquisition Alera Group, Inc. has acquired Arista Consulting Group
MarshBerry served as the financial advisor to Arista Consulting Group†
Toggle Transaction Details September 2022 Alera Group, Inc. has acquired Arista Consulting Group
MarshBerry served as the financial advisor to Arista Consulting Group†
Alera Group, Inc. has acquired Arista Consulting Group Buyer: Alera Group, Inc. Seller: Arista Consulting Group Closed Date: 9/12/2022 Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arista Consulting Group September 2022
Acquisition Partners Group has invested in Foundation Risk Partners
MarshBerry served as the financial advisor to Foundation Risk Partners†
August 2022
Acquisition Scottish American has acquired Brookside General Insurance Services, Inc.
MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.†
August 2022
Acquisition Hub International Limited has acquired Grace & Porta Benefits
MarshBerry served as the financial advisor to Grace & Porta Benefits†
Toggle Transaction Details 8/1/2022 Hub International Limited has acquired Grace & Porta Benefits
MarshBerry served as the financial advisor to Grace & Porta Benefits†
Hub-Grace and Porta-01/2023 Buyer: Hub International Limited Seller: Grace and Porta Benefits Closed Date: 8/1/2022 Media: Goto HUB International MarshBerry Advisory Role: MarshBerry served as the financial advisor to Grace & Porta Benefits August 2022 
Acquisition Relation Insurance, Inc. has acquired Innovative Broker Services, LLC
MarshBerry served as the financial advisor to Innovative Broker Services, LLC†
July 2022
Acquisition Specialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry served as the financial advisor to ESP Brokerage LLC
July 2022 
Acquisition Hub International Limited has acquired Alexander & Company, Inc.
MarshBerry served as the financial advisor to Alexander & Company, Inc.†
July 2022
Acquisition PCF Insurance Services has acquired John E. Peakes Insurance Agency, Inc.
MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.†
July 2022
Acquisition Investec Wealth & Investment has acquired Murray Asset Management
IMAS acted as the exclusive financial advisor to Murray Asset Management*
July 2022
Acquisition Cover Genius Holdings Pty Limited has acquired Booking Projects Limited
IMAS acted as the exclusive financial advisor to Booking Project Limited*
July 2022
Acquisition Hurst Point Group has acquired Metis Wealth Limited and Metis Asset Management Limited
IMAS acted as the exclusive financial advisor to Metis Wealth Limited and Metis Wealth Management Limited*
July 2022
Acquisition Global Risk Partners has acquired First Insurance Solutions Ltd
IMAS acted as the exclusive financial advisor to First Insurance Solutions Ltd*
June 2022
Acquisition Patriot Growth Insurance Services, LLC has acquired BMT Insurance Advisors
MarshBerry served as the financial advisor to BMT Insurance Advisors†
June 2022
Acquisition Clear Insurance Management has acquired ProAktive
IMAS acted as the exclusive financial advisor to ProAktive*
† Advisory services provided by MarshBerry Capital
