Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
MarshBerry was the financial advisor to InSource Group, LLC
December 2021 Acquisition Alera Group, Inc. has acquired Heist Insurance Agency, Inc.MarshBerry was the financial advisor to Heist Insurance Agency, Inc.
December 2021 Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in PennsylvaniaMarshBerry was the financial advisor to the Seller
December 2021 Acquisition Alera Group, Inc. has acquired The D.B.L Center Ltd.MarshBerry was the financial advisor to The D.B.L Center Ltd.
November 2021 The Hilb Group, LLC has acquired Clark & Lavey Benefits Solutions, Inc.MarshBerry was the financial advisor to Clark & Lavey Benefits Solutions, Inc.
November 2021 AcquisitionHSB has acquired MD Group of Companies
IMAS acted as the exclusive financial advisor to the MD Group of Companies*
November 2021 AcquisitionFoundation Risk Partners has acquired a privately-held insurance agency in Florida
MarshBerry served as the financial advisor to the Seller
November 2021 Acquisition Risk Strategies has acquired Meeker Sharkey Associates, LLCMarshBerry was the financial advisor to Meeker Sharkey Associates, LLC
November 2021 Acquisition Alera Group, Inc. has acquired McSherry & Hudson, LLCMarshBerry was the financial advisor to McSherry & Hudson, LLC
November 2021 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in CaliforniaMarshBerry was the financial advisor to the Seller
October 2021 AcquisitionGallagher Holdings (UK) Limited has acquired Manchester Underwriting Agencies Limited
IMAS acted as the exclusive financial advisor to Manchester Underwriting Agencies Limited*
October 2021 Acquisition BRP Group, Inc. has acquired AURA Holdings, LLCMarshBerry was the financial advisor to AURA Holdings, LLC
October 2021 Acquisition BRP Group, Inc. has acquired American Union Risk Management, LLCMarshBerry was the financial advisor to American Union Risk Management, LLC
October 2021 Acquisition An Undisclosed Buyer has acquired Executive Perils, Inc.MarshBerry was the financial advisor to Executive Perils, Inc.
October 2021 Acquisition Heffernan Insurance Brokers has acquired Reid Group Enterprises, Inc. dba twentytwenty Insurance ServicesMarshBerry was the financial adviser to Reid Group Enterprises, Inc. dba twentytwenty Insurance Services
October 2021GI Partners L.P has invested in Patriot Growth Insurance Services, LLC
MarshBerry was a financial advisor to Patriot Growth Insurance Services, LLC
October 2021 Acquisition Acrisure, LLC has acquired Lezam & Associates, LLCMarshBerry was the financial advisor to Lezam & Associates, LLC
October 2021 Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc.MarshBerry was the financial advisor to Gerardi Insurance Services, Inc.
October 2021 Acquisition BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance AgencyMarshBerry was the financial advisor to Whitehill Plaza, Inc. dba K&S Insurance Agency
October 2021 Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLCMarshBerry was the financial advisor to Alpharetta Underwriters, LLC