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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
Acquisition
Acquisition
Acquisition
Marsh McLennan Agency has acquired Clark Insurance
Acquisition
Brown & Brown, Inc. has acquired Claim Technologies Incorporated
Acquisition
Specialty Program Group, LLC has acquired Jones Birdsong, LLC
Acquisition
Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.
Acquisition
Patriot Growth Insurance Services, LLC has acquired DMM Advisors
Acquisition
Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency
Acquisition
Hub International Limited has acquired ChunHa-Holding Corp
Acquisition
Peloton Capital Management has invested in Unison Risk Advisors
Acquisition
The Hilb Group, LLC has acquired Paige & Campbell, Inc.
Acquisition
Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
Acquisition
Hub International Limited has acquired Kuhl Insurance Agency, Inc.
Acquisition
ALKEME Holdings, LLC has acquired ERM Insurance Brokers
High Street Insurance Partners, Inc. has acquired The Craft Insurance Agency, Inc.
Acquisition
Lovell Minnick Partners, LLC has invested in Warner Pacific Insurance Services
Acquisition
Hub International Limited has acquired JP Griffin Companies, LLC
Acquisition
One80 Intermediaries has acquired Innovative Risk Management
Acquisition
One80 Intermediaries has acquired Prosurance Insurance Group, Inc.
Acquisition
Specialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry was the financial advisor to ESP Brokerage LLC
July 2022
Acquisition
Hub International Limited has acquired Alexander & Company, Inc.
MarshBerry was the financial advisor to Alexander & Company, Inc.
June 2022
Acquisition
Marsh McLennan Agency has acquired Clark Insurance
MarshBerry served as the financial advisor to the Seller
May 2022
Acquisition
Brown & Brown, Inc. has acquired Claim Technologies Incorporated
MarshBerry served as the financial advisor to Claim Technologies Incorporated
May 2022
Acquisition
Specialty Program Group, LLC has acquired Jones Birdsong, LLC
MarshBerry served as the financial advisor to Jones Birdsong, LLC
May 2022
Acquisition
Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.
MarshBerry served as the financial advisor to PFG Benefits, Inc.
May 2022
Acquisition
Patriot Growth Insurance Services, LLC has acquired DMM Advisors
MarshBerry was the financial advisor to DMM Advisors
April 2022
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
Acquisition
Hub International Limited has acquired ChunHa-Holding Corp
MarshBerry was the financial advisor to ChunHa-Holding Corp
April 2022
Acquisition
Peloton Capital Management has invested in Unison Risk Advisors
MarshBerry was the financial advisor to Unison Risk Advisors
April 2022
Acquisition
The Hilb Group, LLC has acquired Paige & Campbell, Inc.
MarshBerry was the financial advisor to Paige & Campbell, Inc.
March 2022
Acquisition
Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC
MarshBerry was the financial advisor to Hawley & Associates, LLC
March 2022
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
MarshBerry was the financial advisor to the Seller
March 2022
Acquisition
Hub International Limited has acquired Kuhl Insurance Agency, Inc.
MarshBerry was the financial advisor to Kuhl Insurance Agency, Inc.
February 2022
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. has acquired The Craft Insurance Agency, Inc.
MarshBerry was the financial advisor to The Craft Insurance Agency, Inc.
December 2021
Acquisition
Lovell Minnick Partners, LLC has invested in Warner Pacific Insurance Services
MarshBerry was the financial advisor to Warner Pacific Insurance Services
December 2021
Acquisition
Hub International Limited has acquired JP Griffin Companies, LLC
MarshBerry was the financial advisor to JP Griffin Companies, LLC
December 2021
Acquisition
One80 Intermediaries has acquired Innovative Risk Management
MarshBerry was the financial advisor to Innovative Risk Management
December 2021
Acquisition
One80 Intermediaries has acquired Prosurance Insurance Group, Inc.
MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.
Buy Side Transactions
March 2022
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in North Carolina
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
Acquisition
Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.
Acquisition
Oakbridge Insurance Agency, LLC has acquired Jenkins, Skipworth & Associates
Acquisition
Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Michigan
Acquisition
Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
Acquisition
Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.
Acquisition
Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group
Acquisition
PCF Insurance Services has acquired Magellan HCM
Acquisition
PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc.
Acquisition
Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management
Acquisition
Risk Strategies has acquired Danna-Gracey
Acquisition
PCF Insurance Services has acquired Levi & Associates Insurance
Acquisition
World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.
Acquisition
Alera Group, Inc. has acquired Fringe Benefit Analysts
Acquisition
The Hilb Group, LLC has acquired Braddon Insurance Advisors
Acquisition
The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc.
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
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
MarshBerry was the financial advisor to PCF Insurance Services
December 2021
Acquisition
Hub International Limited has acquired GRP Financial California, LLC
MarshBerry was the financial adviser to Hub International Limited
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Shield Insurance Partners, Inc.
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Jenkins, Skipworth & Associates
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Marietta Insurance Services
MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
Alera Group, Inc. has acquired a privately-held insurance agency in Michigan
MarshBerry was the financial advisor to Alera Group, Inc.
December 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.
MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC
December 2021
Acquisition
PCF Insurance Services has acquired a privately-held insurance agency in California
MarshBerry was the financial adviser to PCF Insurance Services
October 2021
Acquisition
Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.
MarshBerry was the financial adviser to Higginbotham Insurance Agency, Inc.
October 2021
Acquisition
Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group
MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021
Acquisition
PCF Insurance Services has acquired Magellan HCM
MarshBerry was the financial adviser to PCF Insurance Services
September 2021
Acquisition
PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc.
MarshBerry was financial adviser to PCF Insurance Services
September 2021
Acquisition
Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management
MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC
August 2021
Acquisition
Risk Strategies has acquired Danna-Gracey
MarshBerry was the financial adviser to Risk Strategies
August 2021
Acquisition
PCF Insurance Services has acquired Levi & Associates Insurance
MarshBerry was financial adviser to PCF Insurance Services
August 2021
Acquisition
World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.
MarshBerry was the financial adviser to World Insurance Associates, LLC
July 2021
Acquisition
Alera Group, Inc. has acquired Fringe Benefit Analysts
MarshBerry was financial adviser to Alera Group, Inc.
July 2021
Acquisition
The Hilb Group, LLC has acquired Braddon Insurance Advisors
MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
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
Acquisition
Acquisition
Specialty Program Group, LLC has acquired Jones Birdsong, LLC
Acquisition
Risk Placement Services has acquired G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency
Acquisition
Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC
Acquisition
One80 Intermediaries has acquired Innovative Risk Management
Acquisition
One80 Intermediaries has acquired Prosurance Insurance Group, Inc.
Acquisition
One80 Intermediaries has acquired Pearl Insurance
Acquisition
Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP
Acquisition
BRP Group, Inc. has acquired Construction Risk Partners
Acquisition
Alera Group, Inc. has acquired The D.B.L Center Ltd.
Acquisition
Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group
Acquisition
BRP Group, Inc. has acquired AURA Holdings, LLC
Acquisition
BRP Group, Inc. has acquired American Union Risk Management, LLC
BRP Group, Inc. has acquired American Union Risk Associates, LLC
Acquisition
Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC
Acquisition
Specialty Program Group, LLC has acquired CM&F Group, Inc.
Acquisition
BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.
Acquisition
DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations
Acquisition
Scottish American has acquired FastComp.com, LLC
Acquisition
Scottish American has acquired Kaliff Insurance
Acquisition
Specialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry was the financial advisor to ESP Brokerage LLC
May 2022
Acquisition
Specialty Program Group, LLC has acquired Jones Birdsong, LLC
MarshBerry served as the financial advisor to Jones Birdsong, LLC
April 2022
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
Acquisition
Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC
MarshBerry was the financial advisor to Hawley & Associates, LLC
December 2021
Acquisition
One80 Intermediaries has acquired Innovative Risk Management
MarshBerry was the financial advisor to Innovative Risk Management
December 2021
Acquisition
One80 Intermediaries has acquired Prosurance Insurance Group, Inc.
MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.
December 2021
Acquisition
One80 Intermediaries has acquired Pearl Insurance
MarshBerry was the financial advisor to Pearl Insurance
December 2021
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
Acquisition
BRP Group, Inc. has acquired Construction Risk Partners
MarshBerry was the financial adviser to Construction Risk Partners
December 2021
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
Acquisition
Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group
MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021
Acquisition
BRP Group, Inc. has acquired AURA Holdings, LLC
MarshBerry was the financial adviser to AURA Holdings, LLC
October 2021
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. has acquired American Union Risk Associates, LLC
MarshBerry was the financial adviser to American Union Risk Associates, LLC
October 2021
Acquisition
Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC
MarshBerry was the financial adviser to Alpharetta Underwriters, LLC
October 2021
Acquisition
Specialty Program Group, LLC has acquired CM&F Group, Inc.
MarshBerry was the financial adviser to CM&F Group, Inc.
October 2021
Acquisition
BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.
MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.
September 2021
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
Acquisition
Scottish American has acquired FastComp.com, LLC
MarshBerry was the financial adviser to FastComp.com, LLC
July 2021
Acquisition
Scottish American has acquired Kaliff Insurance
MarshBerry was the financial adviser to Kaliff Insurance
