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

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry was the financial advisor to ESP Brokerage LLC

July 2022 Hub International Limited Alexander & Company, Inc. Acquisition

Hub International Limited has acquired Alexander & Company, Inc. 

MarshBerry was the financial advisor to Alexander & Company, Inc.

June 2022 Marsh McLennan Agency Clark Insurance Acquisition Marsh McLennan Agency has acquired Clark Insurance

MarshBerry served as the financial advisor to the Seller

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 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

May 2022 Patriot Growth Insurance Services, LLC PFG Benefits, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.

MarshBerry served as the financial advisor to PFG Benefits, Inc.

May 2022 Patriot Growth Insurance Services, LLC DMM Advisors Acquisition Patriot Growth Insurance Services, LLC has acquired DMM Advisors

MarshBerry was the financial advisor to DMM Advisors

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

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

April 2022 Hub International Limited ChunHa-Holding Corp Acquisition Hub International Limited has acquired ChunHa-Holding Corp

MarshBerry was the financial advisor to ChunHa-Holding Corp

April 2022 Peloton Capital Management Unison Risk Advisors Acquisition Peloton Capital Management has invested in Unison Risk Advisors

MarshBerry was the financial advisor to Unison Risk Advisors

April 2022 The Hilb Group, LLC Paige & Campbell, Inc. Acquisition The Hilb Group, LLC has acquired Paige & Campbell, Inc.

MarshBerry was the financial advisor to Paige & Campbell, Inc.

March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry was the financial advisor to Hawley & Associates, LLC

March 2022 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to the Seller

March 2022 Hub International Limited Kuhl Insurance Agency, Inc. Acquisition Hub International Limited has acquired Kuhl Insurance Agency, Inc.

MarshBerry was the financial advisor to Kuhl Insurance Agency, Inc.

February 2022 ALKEME Holdings, LLC ERM Insurance Brokers Acquisition ALKEME Holdings, LLC has acquired ERM Insurance Brokers

MarshBerry was the financial advisor to ERM Insurance Brokers

February 2022 High Street Insurance Partners, Inc. The Craft Insurance Agency, Inc. High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc.

MarshBerry was the financial advisor to The Craft Insurance Agency, Inc.

December 2021 Lovell Minnick Partners, LLC Warner Pacific Insurance Services Acquisition Lovell Minnick Partners, LLC has invested in Warner Pacific Insurance Services

MarshBerry was the financial advisor to Warner Pacific Insurance Services

December 2021 Hub International Limited JP Griffin Companies, LLC Acquisition Hub International Limited has acquired JP Griffin Companies, LLC

MarshBerry was the financial advisor to JP Griffin Companies, LLC

December 2021 One80 Intermediaries Innovative Risk Management Acquisition One80 Intermediaries has acquired Innovative Risk Management

MarshBerry was the financial advisor to Innovative Risk Management

December 2021 One80 Intermediaries Prosurance Insurance Group, Inc. Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.

MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.

Buy Side Transactions

March 2022 PCF Insurance Services a privately-held insurance agency in North Carolina Acquisition PCF Insurance Services has acquired a privately-held insurance agency in North Carolina

MarshBerry was the financial advisor to PCF Insurance Services

January 2022 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to PCF Insurance Services

December 2021 Hub International Limited GRP Financial California, LLC Acquisition Hub International Limited has acquired GRP Financial California, LLC

MarshBerry was the financial adviser to Hub International Limited

December 2021 Oakbridge Insurance Agency, LLC Shield Insurance Partners, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

December 2021 Oakbridge Insurance Agency, LLC Jenkins, Skipworth & Associates Acquisition Oakbridge Insurance Agency, LLC has acquired Jenkins, Skipworth & Associates

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

December 2021 Oakbridge Insurance Agency, LLC Marietta Insurance Services Acquisition Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

December 2021 Alera Group, Inc. a privately-held insurance agency in Michigan Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Michigan

MarshBerry was the financial advisor to Alera Group, Inc.

December 2021 Oakbridge Insurance Agency, LLC Your Insurance Centers, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.

MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC

December 2021 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial adviser to PCF Insurance Services

October 2021 Higginbotham Insurance Agency, Inc. Financial Benefit Services, Inc. Acquisition Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.

MarshBerry was the financial adviser to Higginbotham Insurance Agency, Inc.

October 2021 Higginbotham Insurance Agency, Inc. MGM Benefits Group Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

October 2021 PCF Insurance Services Magellan HCM Acquisition PCF Insurance Services has acquired Magellan HCM

MarshBerry was the financial adviser to PCF Insurance Services

September 2021 PCF Insurance Services Gimlin & Udy Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc.

MarshBerry was financial adviser to PCF Insurance Services

September 2021 Oakbridge Insurance Agency, LLC Snider Killingworth Insurance & Risk Management Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management

MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC

August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

August 2021 PCF Insurance Services Levi & Associates Insurance Acquisition PCF Insurance Services has acquired Levi & Associates Insurance

MarshBerry was financial adviser to PCF Insurance Services

August 2021 World Insurance Associates, LLC Governor Insurance Agency, Inc. Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.

MarshBerry was the financial adviser to World Insurance Associates, LLC

July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

July 2021 The Hilb Group, LLC Braddon Insurance Advisors Acquisition The Hilb Group, LLC has acquired Braddon Insurance Advisors

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 The Hilb Group, LLC Keith Ghaphery Insurance and Associates, Inc. Acquisition The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

Specialty Transactions

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry was the financial advisor to ESP Brokerage LLC

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 G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency

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

March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry was the financial advisor to Hawley & Associates, LLC

December 2021 One80 Intermediaries Innovative Risk Management Acquisition One80 Intermediaries has acquired Innovative Risk Management

MarshBerry was the financial advisor to Innovative Risk Management

December 2021 One80 Intermediaries Prosurance Insurance Group, Inc. Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.

MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.

December 2021 One80 Intermediaries Pearl Insurance Acquisition One80 Intermediaries has acquired Pearl Insurance

MarshBerry was the financial advisor to Pearl Insurance

December 2021 Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group Arcana Insurance Services, LP Acquisition Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP

MarshBerry was the financial adviser to Arcana Insurance Services, LP

December 2021 BRP Group, Inc. Construction Risk Partners Acquisition BRP Group, Inc. has acquired Construction Risk Partners

MarshBerry was the financial adviser to Construction Risk Partners

December 2021 Alera Group, Inc. The D.B.L Center Ltd. Acquisition Alera Group, Inc. has acquired The D.B.L Center Ltd.

MarshBerry was the financial adviser to The D.B.L Center Ltd.

October 2021 Higginbotham Insurance Agency, Inc. MGM Benefits Group Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

October 2021 BRP Group, Inc. AURA Holdings, LLC Acquisition BRP Group, Inc. has acquired AURA Holdings, LLC

MarshBerry was the financial adviser to AURA Holdings, LLC

October 2021 BRP Group, Inc. American Union Risk Management, LLC Acquisition BRP Group, Inc. has acquired American Union Risk Management, LLC

MarshBerry was the financial adviser to American Union Risk Management, LLC

October 2021 BRP Group, Inc. American Union Risk Associates, LLC BRP Group, Inc. has acquired American Union Risk Associates, LLC

MarshBerry was the financial adviser to American Union Risk Associates, LLC

October 2021 Venbrook Group, LLC Alpharetta Underwriters, LLC Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC

MarshBerry was the financial adviser to Alpharetta Underwriters, LLC

October 2021 Specialty Program Group, LLC CM&F Group, Inc. Acquisition Specialty Program Group, LLC has acquired CM&F Group, Inc.

MarshBerry was the financial adviser to CM&F Group, Inc.

October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.

September 2021 DOXA Insurance Holdings, LLC all assets of  Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services

July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance