MarshBerry Transactions
The Leader in Merger & Acquisition Transactions.
There are clear advantages to partnering with the top-ranked Investment Banking Firm in the insurance industry.
Sell Side Transactions
September 2023
Acquisition
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iCap
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One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services # of Employees: 120 Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services September 2023
Acquisition
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage August 2023
Acquisition
Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company
June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group
June 2023
Acquisition
Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.
June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company Buyer: RSC Insurance Brokerage, Inc. Seller: EbenConcepts Company MarshBerry Advisory Role: MarshBerry served as the financial advisor to EbenConcepts Company June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
Toggle Transaction Details June 2023
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Orchestrate HR, Inc. June 2023
Acquisition
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group
June 2023
Acquisition
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC
May 2023
Acquisition
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC
May 2023
Acquisition
Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
May 2023
Acquisition
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.
April 2023
iCap
Leonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as the business advisor to Hub International Limited
Toggle Transaction Details April 2023
Leonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as the business advisor to Hub International Limited
Leonard Green & Partners, L.P. Hub International Limited April 2023 Buyer: Leonard Green & Partners, L.P. Seller: Hub International Limited Closed Date: Apr-23 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the business advisor to Hub International Limited April 2023
Acquisition
Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC
Toggle Transaction Details April 2023
Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC
Rising Medical Solutions has acquired Preferred Disability Management, LLC Buyer: Rising Medical Solutions Seller: Preferred Disabilities Management, LLC # of Employees: 15 Closed Date: 4/1/2023 Location: Indiana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Preferred Disability Management, LLC April 2023
Acquisition
Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
Toggle Transaction Details April 2023
Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
Hub International Limited has acquired Hobson Insurance Buyer: Hub International Limited Seller: Hobson Insurance # of Employees: 10 Closed Date: 4/2/2023 Location: Montana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hobson Insurance March 2023
Acquisition
Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.
MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.
Toggle Transaction Details March 2023
Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.
MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.
Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc. Buyer: Inszone Insurance Services Seller: Corbett & Associates Insurance Agency, Inc # of Employees: 10 Closed Date: 3/15/2023 Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc. March 2023
Acquisition
Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry International served as the financial advisor to Krabbe Assurantien
Toggle Transaction Details March 2023
Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry International served as the financial advisor to Krabbe Assurantien
Gilde Equity Management has acquired Krabbe Assurantien Buyer: Gilde Equity Management Seller: Krabbe Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Krabbe Assurantien March 2023
Acquisition
Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry International served as the financial advisor to De Croes Adviesgroep
Toggle Transaction Details March 2023
Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry International served as the financial advisor to De Croes Adviesgroep
Gilde Equity Management has acquired De Croes Adviesgroep Buyer: Gilde Equity Management Seller: De Croes Adviesgroep Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to De Croes Adviesgroep March 2023
Acquisition
Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
Toggle Transaction Details 3/16/2023
Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
Gilde Equity Management-Velthuis Assurantien-03/2023 Buyer: Gilde Equity Management Seller: Velthuis Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Velthuis Assurantien March 2023
Acquisition
Gilde Equity Management has acquired Holtkamp Assurantien
MarshBerry International served as the financial advisor to Holtkamp Assurantien
Toggle Transaction Details March 2023
Gilde Equity Management has acquired Holtkamp Assurantien
MarshBerry International served as the financial advisor to Holtkamp Assurantien
Gilde Equity Management has acquired Holtkamp Assurantien Buyer: Gilde Equity Management Seller: Holtkamp Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Holtkamp AssurantienBuy Side Transactions
July 2023
Acquisition
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Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023
Acquisition
C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
July 2023
Acquisition
C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
July 2023
Acquisition
Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023
Acquisition
Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023
Acquisition
Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
July 2023
Acquisition
Alkeme Insurance has acquired Milestone Company
MarshBerry served as the financial advisor to Alkeme Insurance
July 2023
Acquisition
Evertree Insurance Group has acquired State of Art Insurance Agency
MarshBerry served as the financial advisor to Evertree Insurance Group
June 2023
Acquisition
King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
June 2023
Acquisition
Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
Hub International Limited has acquired Joseph Aiello & Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
May 2023
Acquisition
Oakbridge Insurance Agency LLC has acquired JHA Risk Management
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
April 2023
Acquisition
Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details April 2023
Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited-The Wooditch Company April 2023 Buyer: Hub International Limited Seller: The Wooditch Company # of Employees: 27 Closed Date: 4/24/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited April 2023
Acquisition
Alera Group, Inc. has acquired iPros Insurance Professionals
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details April 2023
Alera Group, Inc. has acquired iPros Insurance Professionals
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc.-iPros Insurance Professionals April 2023 Buyer: Alera Group, Inc. Seller: iPros Insurance Professionals Closed Date: 4/1/2023 Location: California Media: Goto Alera Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. April 2023
Acquisition
Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Toggle Transaction Details April 2023
Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Arch Insurance Group has acquired Thimble Insurance April 2023 Buyer: Arch Insurance Group Seller: Thimble Insurance Closed Date: 4/3/2023 Location: New York Media: Goto Arch Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arch Insurance Group April 2023
Acquisition
Warburg Pincus, LLC has invested in K2 Insurance Services
MarshBerry served as the financial advisor to Warburg Pincus, LLC
Toggle Transaction Details April 2023
Warburg Pincus, LLC has invested in K2 Insurance Services
MarshBerry served as the financial advisor to Warburg Pincus, LLC
Warburg Pincus, LLC has invested in K2 Insurance Services Buyer: Warburg Pincus, LLC Seller: K2 Insurance Services # of Employees: 300 Closed Date: 4/1/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Warburg Pincus, LLCSpecialty Transactions
September 2023
Acquisition
Acquisition
Acquisition
Acquisition
Acquisition
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Acquisition
Acquisition
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One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services # of Employees: 120 Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services September 2023
Acquisition
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage # of Employees: 10 Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage June 2023
Acquisition
Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
June 2023
Acquisition
Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
May 2023
Acquisition
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC
May 2023
Acquisition
Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
April 2023
Acquisition
Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Toggle Transaction Details April 2023
Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Arch Insurance Group has acquired Thimble Insurance April 2023 Buyer: Arch Insurance Group Seller: Thimble Insurance Closed Date: 4/3/2023 Location: New York Media: Goto Arch Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arch Insurance Group March 2023
Acquisition
SMA BTP has acquired DUPI Group Netherlands
MarshBerry International served as the financial advisor to DUPI Group Netherlands
Toggle Transaction Details 3/1/2023
SMA BTP has acquired DUPI Group Netherlands
MarshBerry International served as the financial advisor to DUPI Group Netherlands
SMA BTP-DUPI-03/2023 Buyer: SMA BTP Seller: DUPI Group Netherlands Closed Date: 3/1/2023 Location: Netherlands Media: Learn More MarshBerry Advisory Role: MarshBerry International served as the financial advisor to DUPI Group Netherlands February 2023
Acquisition
One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
Toggle Transaction Details 2/1/2023
One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
One80-Manchester-02/2023 Buyer: One80 Intermediaries, LLC Seller: Manchester Specialty Programs Insurance Closed Date: 2/1/2023 Location: MA Media: Goto One 80 Intermediaries MarshBerry Advisory Role: MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance January 2023
Acquisition
Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details 1/10/2023
Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services
Specialty Program Group-Euclid Fiduciary 01/2023 Buyer: Specialty Program Group, LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services December 2022
Acquisition
PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
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 11/2/2022
Alliant Insurance Services, Inc has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates
Alliant Insurance - Trivedi Capacity Associates - 11/2022 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 has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions
November 2022
Acquisition
Ryan Specialty Group has acquired Centurion Liability Insurance Services
MarshBerry served as the financial advisor to Ryan Specialty Group
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
World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services
MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services
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
October 2022
Acquisition
World Insurance Associates, LLC has acquired CDR Insurance Group Inc
MarshBerry served as the financial advisor to World Insurance Associates, LLC
