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

December 2022 Hub Internal Limited Invensure Insurance Brokers Acquisition

Hub International Limited has acquired Invensure Insurance Brokers

MarshBerry served as the financial advisor to Invensure Insurance Brokers

November 2022 Relation Insurance Services, Inc. Garrity Insurance Acquisition

Relation Insurance Services, Inc. has acquired Garrity Insurance

MarshBerry served as the financial advisor to Garrity Insurance.

November 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.

November 2022 Alliant Insurance Services Trivedi Capacity Associates Acquisition

Alliant Insurance Services 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, LLC. has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions

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 RSC Insurance Brokerage, Inc. Relation Insurance Services Acquisition

RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services

MarshBerry served as the financial advisor to Relation Insurance Services

October 2022 Alera Group, Inc. Haylor, Freyer & Coon, Inc. Acquisition

Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.

MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.

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 Hub International Limited Guide Insurance Services Acquisition

Hub International Limited has acquired Guide Insurance Services, Inc.

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

September 2022 Alera Group Greenhill Insurance Services Acquisition

Alera Group has acquired Greenhill Insurance Services 

MarshBerry served as the financial advisor to Greenhill Insurance Services

September 2022 Alera Group, Inc. Arista Consulting Group Acquisition

Alera Group, Inc. has acquired Arista Consulting Group

MarshBerry served as the financial advisor to Arista Consulting Group

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 Hub International Limited ESP Insurance Brokerage, LLC Acquisition

Hub International Limited has acquired ESP Insurance Brokerage, LLC

MarshBerry served as the financial advisor to ESP Insurance Brokerage, LLC

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 World Insurance Associates, LLC Rush-Kent Insurance Acquisition

World Insurance Associates, LLC has acquired Rush-Kent Insurance

MarshBerry served as the financial advisor to Rush-Kent Insurance

August 2022 Relation Insurance, Inc. Innovative Broker Services, LLC Acquisition

Relation Insurance, Inc. has acquired Innovative Broker Services, LLC

MarshBerry served as the financial advisor to Innovative Broker Services, 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

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

Hub International Limited has acquired Alexander & Company, Inc. 

MarshBerry served as the financial advisor to Alexander & Company, Inc.

July 2022 PCF Insurance John E. Peakes Insurance Agency, Inc. Acquisition

PCF Insurance has acquired John E. Peakes Insurance Agency, Inc.

MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.

Buy Side Transactions

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

MarshBerry served as the financial advisor to Hub International

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.

August 2022 BIM Group Snowden & Associates, Inc. Acquisition

BIM Group has acquired Snowden & Associates, Inc.

MarshBerry served as the financial advisor to BIM Group

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 Alera Group Noyle Johnson Insurance, Inc. Acquisition

Alera Group has acquired Noyle Johnson Insurance, Inc.

MarshBerry served as the financial advisor to Alera Group

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 served as the financial advisor to PCF Insurance Services

January 2022 Higginbotham Insurance Agency, Inc. The Underwriters Group, Inc. Acquisition

Higginbotham Insurance Agency, Inc. has acquired The Underwriters Group, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

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 U.S. Retirement Partners, Inc. Don Crawford & Associates

U.S. Retirement Partners, Inc. has acquired Don Crawford & Associates

MarshBerry served as the financial advisor to U.S. Retirement Partners, 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

Specialty Transactions

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 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 Hub International Limited ESP Insurance Brokerage, LLC Acquisition

Hub International Limited has acquired ESP Insurance Brokerage, LLC

MarshBerry served as the financial advisor to ESP Insurance Brokerage, 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

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 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 served as 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 served as 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.