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 One80 Intermediaries, LLC Euclid Enviant, LLC Acquisition

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 Simplicity Group Hancock Brokerage 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 Marsh & McLennan Agency, LLC The Graham Company Acquisition

Marsh & McLennan Agency, LLC has acquired The Graham Company 

MarshBerry served as the financial advisor to The Graham Company

June 2023 RSC Insurance Brokerage, Inc. First Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has acquired First Insurance Group

MarshBerry served as the financial advisor to First Insurance Group

June 2023 Novatae Risk Group Far East Insurance Marketing, Inc. 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 RSC Insurance Brokerage, Inc. EbenConcepts Company 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 RSC Insurance Brokerage, Inc. Orchestrate HR, Inc. 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 RSC Insurance Brokerage, Inc. Johnson Financial Group Acquisition

RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group

MarshBerry served as the financial advisor to Johnson Financial Group

June 2023 Hub International Limited Horan Associates, Inc. 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 Arthur J. Gallagher & Co. Bernard Health, LLC 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 Risk Placement Services, Inc. RHP General Agency, Inc. Acquisition

Risk Placement Services, Inc. has acquired RHP General Agency, Inc.  

MarshBerry served as the financial advisor to RHP General Agency, Inc.

May 2023 Patriot Growth Insurance Services, LLC CoreMark Insurance Services, Inc. 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 Leonard Green & Partners, L.P. Hub International Limited 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 Rising Medical Solutions Preferred Disabilities Management, LLC 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 Hub International Limited Hobson Insurance 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 Inszone Insurance Services Corbett & Associates Insurance Agency, Inc 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 Gilde Equity Management Krabbe Assurantien 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 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

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 Gilde Equity Management Velthuis Assurantien 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 Gilde Equity Management Holtkamp Assurantien 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 Assurantien

Buy Side Transactions

July 2023 Evertree Insurance Group The Banks Agency, Inc. Acquisition

Evertree Insurance Group has acquired The Banks Agency, Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

July 2023 C3 Risk & Insurance Services Private Management Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Private Management Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

July 2023 C3 Risk & Insurance Services Clark Insurance Agency Acquisition

C3 Risk & Insurance Services has acquired Clark Insurance Agency 

MarshBerry served as the financial advisor to C3 Risk & Insurance Services

July 2023 Evertree Insurance Group Alliance Insurance Services Acquisition

Evertree Insurance Group has acquired Alliance Insurance Services 

MarshBerry served as the financial advisor to Evertree Insurance Group

July 2023 Evertree Insurance Group 1st American Insurance Acquisition

Evertree Insurance Group has acquired 1st American Insurance

MarshBerry served as the financial advisor to Evertree Insurance Group

July 2023 Evertree Insurance Group Alex Johnson Insurance Agency Inc. Acquisition

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

July 2023 Alkeme Insurance Milestone Company Acquisition

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

July 2023 Evertree Insurance Group State of Art Insurance Agency Acquisition

Evertree Insurance Group has acquired State of Art Insurance Agency

MarshBerry served as the financial advisor to Evertree Insurance Group

June 2023 King Insurance Partners Pavese-McCormick Agency, Inc. Acquisition

King Insurance Partners has acquired Pavese-McCormick Agency, Inc.

MarshBerry served as the financial advisor to King Insurance Partners

June 2023 Hub International Limited Custom Results Corporate Consulting, LLC Acquisition

Hub International Limited has acquired Custom Results Corporate Consulting, LLC

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Life and Health assets of Ibex Enterprises, Inc. 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 Hub International Limited Business Benefits Resource, LLC Acquisition

Hub International Limited has acquired Business Benefits Resource, LLC

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Health Insurance Consultants Acquisition

Hub International Limited has acquired Health Insurance Consultants

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Creative Benefit Solutions, LLC Acquisition

Hub International Limited has acquired Creative Benefit Solutions, LLC

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Joseph Aiello & Associates, Inc. Acquisition

Hub International Limited has acquired Joseph Aiello & Associates, Inc.

MarshBerry served as the financial advisor to Hub International Limited

May 2023 Oakbridge Insurance Agency LLC JHA Risk Management Acquisition

Oakbridge Insurance Agency LLC has acquired JHA Risk Management

MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC

April 2023 Hub International Limited The Wooditch Company 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 Alera Group, Inc. iPros Insurance Professionals 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 Arch Insurance Group Thimble Insurance 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 Warburg Pincus, LLC K2 Insurance Services 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, LLC

Specialty Transactions

September 2023 One80 Intermediaries, LLC Euclid Enviant, LLC Acquisition

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 Simplicity Group Hancock Brokerage 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 Hub International Limited Business Benefits Resource, LLC Acquisition

Hub International Limited has acquired Business Benefits Resource, LLC

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Health Insurance Consultants Acquisition

Hub International Limited has acquired Health Insurance Consultants

MarshBerry served as the financial advisor to Hub International Limited

June 2023 Hub International Limited Creative Benefit Solutions, LLC Acquisition

Hub International Limited has acquired Creative Benefit Solutions, LLC

MarshBerry served as the financial advisor to Hub International Limited

May 2023 Arthur J. Gallagher & Co. Bernard Health, LLC 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 Risk Placement Services, Inc. RHP General Agency, Inc. Acquisition

Risk Placement Services, Inc. has acquired RHP General Agency, Inc.  

MarshBerry served as the financial advisor to RHP General Agency, Inc.

April 2023 Arch Insurance Group Thimble Insurance 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 SMA BTP DUPI Group Netherlands 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 One80 Intermediaries, LLC Manchester Specialty Programs Insurance 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 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

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 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

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 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