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

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March 2023 Gilde Equity Management Krabbe Assurantien Acquisition

Gilde Equity Management has acquired Krabbe Assurantien

MarshBerry International served as the financial advisor to Krabbe Assurantien

 March 2023 Gilde Equity Management De Croes Adviesgroep Acquisition

Gilde Equity Management has acquired De Croes Adviesgroep

MarshBerry International served as the financial advisor to De Croes Adviesgroep

 March 2023 Gilde Equity Management Velthuis Assurantien Acquisition

Gilde Equity Management has acquired Velthuis Assurantien 

MarshBerry International served as the financial advisor to Velthuis Assurantien

 March 2023 Gilde Equity Management Holtkamp Assurantien Acquisition

Gilde Equity Management has acquired Holtkamp Assurantien 

MarshBerry International served as the financial advisor to Holtkamp Assurantien

 March 2023 Gilde Equity Management Asbroek Adviesgroep Acquisition

Gilde Equity Management has acquired Asbroek Adviesgroep

MarshBerry International served as the financial advisor to Asbroek Adviesgroep

 March 2023 Gilde Equity Management De Bedrijfsverzekeraar Acquisition

Gilde Equity Management has acquired De Bedrijfsverzekeraar

MarshBerry International served as the financial advisor to De Bedrijfsverzekeraar

 March 2023 Gilde Equity Management Baartman Assurantien Acquisition

Gilde Equity Management has aquired Baartman Assurantien 

MarshBerry International served as the financial advisor to Baartman Assurantien

 March 2023 Gilde Equity Management Scharenborg Beltrum Acquisition

Gilde Equity Management has acquired Scharenborg Beltrum

MarshBerry International served as the financial advisor to Scharenborg Beltrum

 March 2023 Gilde Equity Management Kok Advies Acquisition

Gilde Equity Management has acquired Kok Advies

MarshBerry International served as the financial advisor to Kok Advies

 March 2023 Gilde Equity Management Baksteen & Pul Acquisition

Gilde Equity Management has acquired Baksteen & Pul

MarshBerry International served as the financial advisor to Baksteen & Pul

 March 2023 Gilde Equity Management Dommerholt & Ten Brinke Acquisition

Gilde Equity Management has acquired Dommerholt & Ten Brinke

MarshBerry International served as the financial advisor to Dommerholt & Ten Brinke

 March 2023 Gilde Equity Management Steentjes Makelaars Acquisition

Gilde Equity Management has acquired Steentjes Makelaars

MarshBerry International served as the financial advisor to Steentjes Makelaars

 March 2023 Gilde Equity Management Boks Beijer Wij Verzekeren Acquisition

Gilde Equity Management has acquired Boks Beijer Wij Verzekeren

MarshBerry International served as the financial advisor to Boks Beijer Wij Verzekeren

 March 2023 Gilde Equity Management Deterink Financiele Diensten Acquisition

Gilde Equity Management has acquired Deterink Financiele Diensten 

MarshBerry International served as the financial advisor to Deterink Financiele Dienten

 March 2023 Gilde Equity Management Koopman Assurantien Acquisition

Gilde Equity Management has acquired Koopman Assurantien 

MarshBerry International served as the financial advisor to Koopman Assurantien

 March 2023 Gilde Equity Management Berends & Slump Acquisition

Gilde Equity Management has acquired Berends & Slump

MarshBerry International served as the financial advisor to Berend & Slump

 March 2023 Gilde Equity Management Licent Assuradeuren Acquisition

Gilde Equity Management has acquired Licent Assuradeuren 

MarshBerry International served as the financial advisor to Licent Assuradeuren

 January 2023 Quintes Weitenberg Acquisition

Quintes has acquired Weitenberg

MarshBerry International served as the financial advisor to Weitenberg

 January 2023 Arthur J. Gallagher & Co. John C. Breckenridge Insurance Solutions, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Solutions, Inc. 

MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.

 January 2023 Relation Insurance Services, Inc. Napa Valley Insurance Services Acquisition

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services

MarshBerry served as the financial advisor to Napa Valley Insurance Services

Buy Side Transactions

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January 2023 Evertree Insurance Group Provision Insurance Group Acquisition

Evertree Insurance Group has acquired Provision Insurance Group

MarshBerry served as the financial advisor to Evertree Insurance Group

 December 2022 World Insurance Associates, LLC Tomlinson & O'Neil Insurance Acquisition

World Insurance Associates, LLC has acquired Tomlinson & O’Neil Insurance 

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 December 2022 World Insurance Associates, LLC Durfee Buffinton Insurance Acquisition

World Insurance Associates, LLC has acquired Durfee Buffinton Insurance

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 December 2022 PCF Insurance Services Direct Dealer Services Acquisition

PCF Insurance Services has acquired Direct Dealer Services

MarshBerry served as the financial advisor to PCF Insurance Services

 December 2022 Evertree Insurance Group Gnade Insurance Group Inc.

Evertree Insurance has acquired Gnade Insurance Group Inc.  

MarshBerry served as the financial advisor to Evertree Insurance

 December 2022 Hilb Group, LLC OceanPoint Insurance Agency, Inc. Acquisition

Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.

MarshBerry served as the financial advisor to Hilb Group, LLC

 December 2022 Alera Group, Inc. Collective Choice Insurance Solutions Acquisition

Alera Group, Inc has acquired Collective Choice Insurance Solutions

MarshBerry served as the financial advisor to the Alera Group, Inc.

 December 2022 World Insurance Associates LLC. Future Insurance Group Acquisition

World Insurance Associates, LLC has acquired Future Insurance Group

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 November 2022 PCF Insurance Services Voluntary Benefits at Work Acquisition

PCF Insurance Services has acquired Voluntary Benefits at Work

MarshBerry served as the financial advisor to PCF Insurance Services

 November 2022 Hilb Group, LLC Sharpline Insurance Brokerage, LLC Acquisition

Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC

MarshBerry served as the financial advisor to Hilb Group, LLC

 November 2022 Ryan Specialty Group Centurion Liability Insurance Services Acquisition

Ryan Specialty Group has acquired Centurion Liability Insurance Services

MarshBerry served as the financial advisor to Ryan Specialty Group

 November 2022 Hub International Limited Bridgecreek Investment Management, LLC Acquisition

Hub International Limited has acquired Bridgecreek Investment Management, LLC

MarshBerry served as the financial advisor to Hub International Limited

 November 2022 World Insurance Associates LLC Thorson Insurance Services

World Insurance Associates, LLC has acquired Thorson Insurance Services

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 October 2022 Alera Group, Inc. Murray Insurance Agency Acquisition

Alera Group, Inc. has acquired Murray Insurance Agency

MarshBerry served as the financial advisor to Alera Group, Inc.

 October 2022 World Insurance Associates LLC. CDR Insurance Group Inc. Acquisition

World Insurance Associates, LLC has acquired CDR Insurance Group Inc 

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 October 2022 PCF Insurance Services Paul's Insurance Services, formerly a division of Paul's Agency Acquisition

PCF Insurance Services has acquired Paul’s Insurance Services, formerly a division of Paul’s Agency 

MarshBerry served as the financial advisor to PCF Insurance

 September 2022 One80 Intermediaries, LLC C & M First Services Inc. Acquisition

One80 Intermediaries, LLC has acquired C&M First Services, Inc. 

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

 September 2022 World Insurance Associates, LLC Tarpey Insurance Group Acquisition

World Insurance Associates, LLC has acquired Tarpey Insurance Group

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC

 August 2022 World Insurance Associates, LLC Rush-Kent Insurance Acquisition

World Insurance Associates, LLC has acquired Rush-Kent Insurance

MarshBerry served as the financial advisor to World Insurance Associates, LLC

Specialty Transactions

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January 2023 Specialty Program Group, LLC Euclid Fiduciary Acquisition

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

 December 2022 PCF Insurance Services Direct Dealer Services Acquisition

PCF Insurance Services has acquired Direct Dealer Services

MarshBerry served as the financial advisor to PCF Insurance Services

 November 2022 Alliant Insurance Services,Inc Trivedi Capacity Associates Acquisition

Alliant Insurance Services, Inc has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

 November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions

 November 2022 Ryan Specialty Group Centurion Liability Insurance Services 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 McQueen Kalligan Insurance Services, Inc.

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 Risk Strategies Insurance Brokerage, Inc. Wallace Specialty Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group 

MarshBerry served as the financial advisor to Wallace Specialty Insurance Group

 October 2022 World Insurance Associates, LLC Hawkeye Wholesale Insurance Services Acquisition

World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services

MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services

 October 2022 Warner Pacific Insurance Services American Insurance Brokers Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO 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 World Insurance Associates LLC. CDR Insurance Group Inc. Acquisition

World Insurance Associates, LLC has acquired CDR Insurance Group Inc 

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 September 2022 Alera Group, Inc. Greenhill Insurance Services Acquisition

Alera Group, Inc. has acquired Greenhill Insurance Services 

MarshBerry served as the financial advisor to Greenhill Insurance Services

 September 2022 Partners Group Foundation Risk Partners Acquisition

Partners Group has invested in Foundation Risk Partners

MarshBerry served as the financial advisor to Foundation Risk Partners

 August 2022 World Insurance Associates, LLC Brookside General Insurance Services, Inc. Acquisition

Scottish American has acquired Brookside General Insurance Services, Inc.

MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.

 August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC

 July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

 May 2022 One80 Intermediaries, LLC VFIS of North Carolina Acquisition

One80 Intermediaries, LLC has acquired VFIS of North Carolina

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

 May 2022 Brown & Brown, Inc. Claim Technologies Incorporated Acquisition Brown & Brown, Inc. has acquired Claim Technologies Incorporated

MarshBerry served as the financial advisor to Claim Technologies Incorporated

 May 2022 Field Pros Direct Dineley Claims Services, Inc. Acquisition

Field Pros Direct has acquired Dineley Claims Services, Inc.

MarshBerry served as the financial advisor to Dineley Claims Services, Inc.

 May 2022 Specialty Program Group, LLC Jones Birdsong, LLC Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC

 April 2022 Risk Placement Services, Inc. G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition

Risk Placement Services, Inc. has acquired G. A. Mavon & Co. & it’s wholly-owned subsidiary, Mavco Insurance Agency 

MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency
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