MarshBerry Transactions
The Leader in Merger & Acquisition Transactions.
There are clear advantages to partnering with the top-ranked Investment Banking Firm in the Insurance and Wealth Management Industries.
Sell Side Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Revau has acquired Triad Oilfield Underwriters
MarshBerry served as the financial advisor to Triad Oilfield Underwriters†
January 2026
Acquisition
Novacore has acquired CP Insurance Associates
MarshBerry served as the financial advisor to CP Insurance Associates†
January 2026
Acquisition
EPIC Insurance Brokers & Consultants has acquired
The Bond Exchange & Insurance Agency
MarshBerry served as the financial advisor to The Bond Exchange†
January 2026
Acquisition
The Baldwin Group has acquired Capstone Group
MarshBerry served as the financial advisor to Capstone Group†
December 2025
Acquisition
IMA Financial Group, Inc. has acquired The Richards Group
MarshBerry served as the financial advisor to The Richards Group†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC
MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†
December 2025
Acquisition
Alkeme Insurance has acquired Health Connect Insurance Agency
MarshBerry served as the financial advisor to Health Connect Insurance Agency†
December 2025
Acquisition
NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency
MarshBerry served as the financial advisor to Hamilton Insurance Agency†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors
MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
December 2025
Acquisition
Scali Insurance Group has acquired Cowell James Forge Insurance Group
MarshBerry served as the financial advisor to Cowell James Forge Insurance Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
November 2025
Acquisition
Inszone Insurance Services, LLC has acquired Scarbrough, Medlin & Associates, Inc.
MarshBerry served as the financial advisor to Scarbrough, Medlin & Associates†
November 2025
Acquisition
Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC
MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†
November 2025
Acquisition
Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC
MarshBerry served as the financial advisor to Poulton Associates, LLC†
November 2025
Acquisition
Alliant Insurance Services has acquired Highpoint Insurance Group
MarshBerry served as the financial advisor to Highpoint Insurance Group†
November 2025
Acquisition
Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd.
MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.
October 2025
Acquisition
HUB International Limited has acquired a California-Based RIA Business
MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition
The McGowan Companies has acquired Limit
MarshBerry served as the financial advisor to Limit†
Specialty Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Revau has acquired Triad Oilfield Underwriters
MarshBerry served as the financial advisor to Triad Oilfield Underwriters†
January 2026
Acquisition
Novacore has acquired CP Insurance Associates
MarshBerry served as the financial advisor to CP Insurance Associates†
December 2025
Acquisition
Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
November 2025
Acquisition
Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC
MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†
November 2025
Acquisition
Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC
MarshBerry served as the financial advisor to Poulton Associates, LLC†
November 2025
Acquisition
Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd.
MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.
September 2025
Acquisition
The McGowan Companies has acquired Limit
MarshBerry served as the financial advisor to Limit†
August 2025
Acquisition
Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions
MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†
June 2025
Acquisition
Specialty Program Group LLC has acquired ANOVA Marine Insurance
MarshBerry served as the financial advisor to ANOVA Marine Insurance†
April 2025
Acquisition
Heffernan Insurance Brokers has acquired Pac Global Insurance Brokerage, Inc.
MarshBerry served as the financial advisor to Pac Global Insurance Brokerage, Inc.†
March 2025
Acquisition
Balance Partners, LLC has acquired Vanguard Specialty, LLC
MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
March 2025
Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.
MarshBerry served as the financial advisor to Intercare Holdings, Inc.†
March 2025
Acquisition
Novatae Risk Group, LLC has acquired AJAX Specialty Insurance
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
October 2024
Unison Risk Advisors has acquired Avondale Insurance Associates
MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Toggle Transaction Details 10/10/2024
Unison Risk Advisors has acquired Avondale Insurance Associates
MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Unison Risk Advisors has acquired Avondale Insurance Associates Buyer: Unison Risk Advisors Seller: Avondale Insurance Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale Insurance Associates† September 2024
Acquisition
CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
Toggle Transaction Details September 2024
CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
CAC Group has acquired Media Guarantors Buyer: CAC Group Seller: Media Guarantors Closed Date: 09/19/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Media Guarantors† September 2024
Acquisition
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Toggle Transaction Details September 2024
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc. Buyer: Specialty Program Group LLC Seller: Professional Insurance Executives, Inc. Closed Date: 09/13/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.† September 2024
Acquisition
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
Toggle Transaction Details September 2024
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services) Buyer: South Shore Insurance Underwriters Seller: Linneman Specialty Insurance (LSI Insurance Services) Closed Date: 9/4/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services) September 2024
Acquisition
Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Toggle Transaction Details September 2024
Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc. Buyer: Ryan Specialty Group, LLC Seller: Greenhill Underwriting Insurance Services, LLC Closed Date: 9/3/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC† August 2024
Acquisition
Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited
MarshBerry served as the financial advisor to The CI Group Holdings Limited
August 2024
Acquisition
IceLake Capital has invested in Certe Groep
The NetherlandsMarshBerry served as the financial advisor to Certe Groep
Wealth Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC
MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†
December 2025
Acquisition
Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors
MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
October 2025
Acquisition
HUB International Limited has acquired a California-Based RIA Business
MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition
Carson Group has acquired Wells Trecaso Financial Group, LLC
MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
May 2025
Acquisition
Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management
MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
February 2025
Acquisition
Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust
MarshBerry served as the financial advisor to First International Bank & Trust†
February 2025
Acquisition
Composition Wealth, LLC has acquired Vinoble Group
MarshBerry served as the financial advisor to Vinoble Group†
December 2024
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.
MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Toggle Transaction Details 12/31/24
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.
MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. Buyer: Wealth Enhancement Group, LLC Seller: VanceGray Wealth Management, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.† December 2024
Acquisition
MFM Holding LTD has acquired Willis Owen Limited
MarshBerry served as the financial advisor to Willis Owen Limited
September 2024
Acquisition
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Toggle Transaction Details September 2024
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date: 09/30/24 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.† September 2024
Acquisition
True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC†
July 2024
Acquisition
Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management†
Toggle Transaction Details July 2024
Prime Pensions, Inc. has acquired Valley Forge Pension Management
MarshBerry served as the financial advisor to Valley Forge Pension Management†
Prime Pensions, Inc. has acquired Valley Forge Pension Management Buyer: Prime Pensions, Inc. Seller: Valley Forge Pension Management Closed Date: 07/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Valley Forge Pension Management† May 2024
Acquisition
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Toggle Transaction Details May 2024
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC†
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC† March 2024
Acquisition
Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024
Acquisition
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023
Acquisition
Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023
Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023
Acquisition
HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC†
Toggle Transaction Details November 2023
HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC†
HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC† November 2023
Acquisition
Sterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller†
October 2023
Acquisition
Brown & Brown has acquired Berkley Insurance Group
IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
October 2023
Acquisition
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC†
Toggle Transaction Details October 2023
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC†
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC†Buy Side Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
The Vistria Group, LP has acquired Lumen Holdings, LLC
MarshBerry served as the financial advisor to The Vistria Group, LP
February 2026
Acquisition
The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
January 2026
Acquisition
The Baldwin Group has acquired CAC Group
MarshBerry served as the financial advisor to The Baldwin Group†
December 2025
Acquisition
King Risk Partners, LLC has acquired Ten Eyck Group
MarshBerry served as the financial advisor to King Risk Partners, LLC
December 2025
Trucordia Insurance Services, LLC. has acquired Florida Insurance, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
HUB International Limited has acquired a Manitoba, Canada-Based Business
MarshBerry served as the financial advisor to HUB International Limited
December 2025
Acquisition
Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
December 2025
Acquisition
The Hilb Group, LLC has acquired a Michigan-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2025
Acquisition
King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty
MarshBerry served as the financial advisor to King Risk Partners, LLC
November 2025
Acquisition
Trucordia Insurance Services, LLC. has acquired Breezy Seguros
MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
November 2025
Acquisition
Afore Insurance Services, LLC has acquired Salzberg Insurance Agency
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
November 2025
Acquisition
World Insurance Associates, LLC has acquired an Indiana-Based Business
MarshBerry served as the financial advisor to World Insurance Associates, LLC
October 2025
Acquisition
EPIC Insurance Brokers & Consultants has acquired Price Insurance Group
MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants
October 2025
Acquisition
Inszone Insurance Services, LLC has acquired Mark V. Williamson Company, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
October 2025
Acquisition
LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors
MarshBerry served as the financial advisor to LD&B Insurance and Financial Services
October 2025
Acquisition
HUB International Limited has acquired an Ontario, Canada-Based Business
MarshBerry served as the financial advisor to HUB International Limited
September 2025
Acquisition
Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC
September 2025
Acquisition
World Insurance Associates, LLC has acquired The Fidella Agency, LLC
MarshBerry served as the financial advisor to World Insurance Associates, LLC
August 2025
Acquisition
Alkeme Insurance has acquired Innovative Insurance Group
MarshBerry served as the financial advisor to Alkeme Insurance
August 2025
Acquisition
HUB International Limited has acquired GroupeBrissette
MarshBerry served as the financial advisor to HUB International Limited