Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Toggle Transaction Details November 2022 Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Relation Insurance Services, Inc. has acquired Garrity Insurance Buyer: Relation Insurance Services, Inc. Seller: Garrity Insurance Closed Date: 11/1/2022 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Garrity Insurance November 2022
Acquisition Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey
MarshBerry served as the financial advisor to the Seller†
November 2022
Acquisition Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates†
Toggle Transaction Details November 2022 Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates†
Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates Buyer: Alliant Insurance Services, Inc. Seller: Trivedi Capacity Associates Closed Date: 11/2/2022 Media: Goto Alliant MarshBerry Advisory Role: MarshBerry served as the financial advisor to Trivedi Capacity Associates November 2022
Specialty Program Group LLC has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions†
November 2022
Acquisition pib Group has acquired Jigsaw Insurance Services Plc
IMAS acted as the Rule 3 advisor to Jigsaw Insurance Services Plc*
October 2022
ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc.
MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.†
October 2022
Acquisition RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group
MarshBerry served as the financial advisor to Wallace Specialty Insurance Group†
October 2022 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.†
† Advisory services provided by MarshBerry Capital
