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

January 2024 Arthur J. Gallagher & Co. John Galt Insurance Agency Acquisition

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency

MarshBerry served as the financial advisor to John Galt Insurance Agency

Toggle Transaction Details January 2024

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency

MarshBerry served as the financial advisor to John Galt Insurance Agency

Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: John Galt Insurance Agency Closed Date: 01/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to John Galt Insurance Agency
January 2024 Johnson & Johnson Inc. Mid Valley General Agency, LLC Acquisition

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Toggle Transaction Details January 2024

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon
December 2023 Alliant Insurance Services, Inc. Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Acquisition

Alliant Insurance Services, Inc.  has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies

MarshBerry served as the financial advisor to Aldrich Benefits LP

Toggle Transaction Details December 2023

Alliant Insurance Services, Inc.  has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies

MarshBerry served as the financial advisor to Aldrich Benefits LP

Alliant Insurance Services, Inc. has acquired Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Buyer: Alliant Insurance Services, Inc. Seller: Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies Closed Date: 12/31/2023 Location: Oregon Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Aldrich Benefits
December 2023 Alkeme Insurance Flor Insurance Group Acquisition

Alkeme Insurance has acquired Flor Insurance Group

MarshBerry served as the financial advisor to Flor Insurance Group

Toggle Transaction Details December 2023

Alkeme Insurance has acquired Flor Insurance Group

MarshBerry served as the financial advisor to Flor Insurance Group

Alkeme Insurance has acquired Flor Insurance Group Buyer: Alkeme Insurance Seller: Flor Insurance Group Firm Type: Commercial P&C; Personal Lines Closed Date: 12/29/2023 Location: Texas MarshBerry Advisory Role: MarshBerry served as the financial advisor to Flor Insurance Group
December 2023 RSC Insurance Brokerage, Inc. Ralph C. Wilson Agency Acquisition

RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency

MarshBerry served as the financial advisor to Ralph C. Wilson Agency

Toggle Transaction Details December 2023

RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency

MarshBerry served as the financial advisor to Ralph C. Wilson Agency

RSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency Buyer: RSC Insurance Brokerage, Inc. Seller: Ralph C. Wilson Agency Closed Date: 12/29/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph C. Wilson Agency
December 2023 AUB Group Limited Mexbrit and Forte Underwriters Acquisition

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

Toggle Transaction Details December 2023

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
December 2023 RSC Insurance Brokerage, Inc. Professional Risk Associates, Inc. Acquisition

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.

MarshBerry served as the financial advisor to Professional Risk Associates, Inc.

Toggle Transaction Details December 2023

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.

MarshBerry served as the financial advisor to Professional Risk Associates, Inc.

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: Professional Risk Associates, Inc. Closed Date: 12/8/2023 Location: Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Risk Associates, Inc.
December 2023 Hub International Limited Professional Financial Specialists, Inc. Acquisition

Hub International Limited has acquired Professional Financial Specialists, Inc.

MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.

Toggle Transaction Details December 2023

Hub International Limited has acquired Professional Financial Specialists, Inc.

MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.

Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
November 2023 Arthur J. Gallagher & Co. Hughes Insurance Agency, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.

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

Toggle Transaction Details November 2023

Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.

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

Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Hughes Insurance Agency, Inc. Closed Date: 11/17/2023 Location: New York MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
November 2023 Specialty Program Group, LLC Insurance Allies, LLC Acquisition

Specialty Program Group, LLC has acquired Insurance Allies, LLC 

MarshBerry served as the financial advisor to Insurance Allies, LLC

Toggle Transaction Details November 2023

Specialty Program Group, LLC has acquired Insurance Allies, LLC 

MarshBerry served as the financial advisor to Insurance Allies, LLC

Specialty Program Group, LLC has acquired Insurance Allies, LLC  Buyer: Specialty Program Group, LLC Seller: Insurance Allies, LLC  Closed Date: 11/1/2023 Location: Illinois MarshBerry Advisory Role: MarshBerry served as the financial advisor to Insurance Allies, LLC 
November 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency 

MarshBerry served as the financial advisor to the Seller

November 2023 Hub International Limited Franklin Financial Group, LLC Acquisition

HUB International Limited has acquired Franklin Financial Group, LLC

MarshBerry served as the financial advisor to Franklin Financial Group, LLC

Toggle Transaction Details November 2023

HUB International Limited has acquired Franklin Financial Group, LLC

MarshBerry served as the financial advisor to Franklin Financial Group, LLC

HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC
November 2023 Sterling & Sterling, LLC A privately-held insurance agency Acquisition

Sterling & Sterling, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to the Seller

November 2023 Hub International Limited Overmyer Hall Associates Acquisition

Hub International Limited has acquired Overmyer Hall Associates

MarshBerry served as the financial advisor to Overmyer Hall Associates

Toggle Transaction Details November 2023

Hub International Limited has acquired Overmyer Hall Associates

MarshBerry served as the financial advisor to Overmyer Hall Associates

Hub International Limited has acquired Overmyer Hall Associates Buyer: Hub International Limited Seller: Overmyer Hall Associates Closed Date: 11/01/2023 Location: Ohio MarshBerry Advisory Role: MarshBerry served as the financial advisor to Overmyer Hall Associates
November 2023 Alera Group, Inc. CBM Insurance Group Acquisition

Alera Group, Inc. has acquired CBM Insurance Group

MarshBerry served as the financial advisor to CBM Insurance Group

Toggle Transaction Details November 2023

Alera Group, Inc. has acquired CBM Insurance Group

MarshBerry served as the financial advisor to CBM Insurance Group

Alera Group, Inc. has acquired CBM Insurance Group Buyer: Alera Group, Inc. Seller: CBM Insurance Group Firm Type: Commercial P&C, Personal Lines Closed Date: 11/01/2023 Location: Delaware MarshBerry Advisory Role: MarshBerry served as the financial advisor to CBM Insurance Group
October 2023 Arthur J. Gallagher & Co. Cadence Bank Acquisition

Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank

MarshBerry served as a financial advisor to Cadence Insurance, Inc.

Toggle Transaction Details October 2023

Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank

MarshBerry served as a financial advisor to Cadence Insurance, Inc.

Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank Buyer: Arthur J. Gallagher Co. Seller: Cadence Bank Closed Date: Q4 2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to Cadence Insurance, Inc.
October 2023 Hub International Limited Asset Protection Group, Inc. Acquisition

Hub International Limited has acquired Asset Protection Group, Inc.

MarshBerry served as the financial advisor to Asset Protection Group, Inc.

Toggle Transaction Details October 2023

Hub International Limited has acquired Asset Protection Group, Inc.

MarshBerry served as the financial advisor to Asset Protection Group, Inc.

Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc.
About the Transaction: HUB INTERNATIONAL STRENGTHENS HEALTHCARE INSURANCE CAPABILITIES WITH ACQUISITION OF THE ASSETS OF ASSET PROTECTION, INC. IN VIRGINIA
October 2023 Alera Group, Inc. Brio Benefit Consulting, Inc. Acquisition

Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.

MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.

Toggle Transaction Details October 2023

Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.

MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.

Alera Group, Inc. has acquired Brio Benefit Consulting, Inc. Buyer: Alera Group, Inc. Seller: Brio Benefit Consulting, Inc. Location: New York Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.
October 2023 Alera Group, Inc. Brio Financial Services, LLC Acquisition

Alera Group, Inc. has acquired Brio Financial Services, LLC

MarshBerry served as the financial advisor to Brio Financial Services, LLC

Toggle Transaction Details October 2023

Alera Group, Inc. has acquired Brio Financial Services, LLC

MarshBerry served as the financial advisor to Brio Financial Services, LLC

Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC
September 2023 RSC Insurance Brokerage, Inc. Fairmount Benefits Acquisition

RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits

MarshBerry served as the financial advisor to RSC Insurance Brokerage, Inc.

Toggle Transaction Details September 2023

RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits

MarshBerry served as the financial advisor to RSC Insurance Brokerage, Inc.

RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits Buyer: RSC Insurance Brokerage, Inc. Seller: Fairmount Benefits Firm Type: Employee Benefits Closed Date: 09/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to RSC Insurance Brokerage, Inc.

Buy Side Transactions

January 2024 Higginbotham & Associates, Inc. a privately-held insurance agency Acquisition

Higginbotham & Associates, Inc. has acquired a privately-held insurance agency 

MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.

December 2023 Alera Group, Inc. CLS Healthcare Liability Specialists Acquisition

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists

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

Toggle Transaction Details December 2023

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists

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

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc.
December 2023 Howden  VLC & Partners Holding Acquisition

Howden has acquired VLC & Partners Holding

MarshBerry International served as the financial advisor to Howden

December 2023 Champion Risk & Insurance Services assets of LUX Insurance Services Acquisition

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services 

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

Toggle Transaction Details December 2023

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services 

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

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services  Buyer: Champion Risk & Insurance Services Seller: LUX Insurance Services  Firm Type: Employee Benefits & Consulting Closed Date: 12/15/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Champion Risk & Insurance Services
December 2023 World Insurance Associates, LLC Exchange Underwriters, Inc. Acquisition

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.

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

Toggle Transaction Details December 2023

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.

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

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2023 Hilb Group, LLC Privately-held entities Acquisition

The Hilb Group, LLC has acquired multiple privately-held entities

MarshBerry served as the financial advisor to The Hilb Group, LLC

November 2023 Vantage Insurance Partners, Inc. A privately-held insurance agency Acquisition

Vantage Insurance Partners, Inc. has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.

November 2023 Inszone Insurance Services, Inc. Hawks View Insurance Acquisition

Inszone Insurance Services, Inc. has acquired Hawks View Insurance

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

Toggle Transaction Details November 2023

Inszone Insurance Services, Inc. has acquired Hawks View Insurance

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

Inszone Insurance Services, Inc. has acquired Hawks View Insurance Buyer: Inszone Insurance Services, Inc. Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 11/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. 
November 2023 Hub International Limited Longbow Financial Services Acquisition

Hub International Limited has acquired Longbow Financial Services

MarshBerry served as the financial advisor to Hub International Limited

Toggle Transaction Details November 2023

Hub International Limited has acquired Longbow Financial Services

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited 
October 2023 RMS Insurance Brokerage, LLC Clancy & Clancy Brokerage LTD Acquisition

RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD

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

Toggle Transaction Details October 2023

RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD

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

RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD Buyer: RMS Insurance Brokerage, LLC Seller: Clancy & Clancy Brokerage LTD Closed Date: 10/16/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
September 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

September 2023 The Hilb Group, LLC Quality Plus Insurance Acquisition

The Hilb Group, LLC has acquired Quality Plus Insurance 

MarshBerry served as the financial advisor to The Hilb Group, LLC

Toggle Transaction Details September 2023

The Hilb Group, LLC has acquired Quality Plus Insurance 

MarshBerry served as the financial advisor to The Hilb Group, LLC

The Hilb Group, LLC has acquired Quality Plus Insurance  Buyer: The Hilb Group, LLC Seller: Quality Plus Insurance  Location: Louisiana Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC
August 2023 McConkey & Company Insurance & Benefits Gallen Insurance Acquisition

McConkey & Company Insurance & Benefits has acquired Gallen Insurance

MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits

Toggle Transaction Details August 2023

McConkey & Company Insurance & Benefits has acquired Gallen Insurance

MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits

McConkey & Company Insurance & Benefits has acquired Gallen Insurance Buyer: McConkey & Company Insurance & Benefits Seller: Gallen Insurance Closed Date: 08/03/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
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

Toggle Transaction Details July 2023

Evertree Insurance Group has acquired The Banks Agency, Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired The Banks Agency, Inc. Buyer: Evertree Insurance Group Seller: The Banks Agency, Inc. Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: 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

Toggle Transaction Details July 2023

C3 Risk & Insurance Services has acquired Private Management Insurance Agency 

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

C3 Risk & Insurance Services has acquired Private Management Insurance Agency  Buyer: C3 Risk & Insurance Services Seller: Private Management Insurance Agency  Closed Date: 7/20/2023 MarshBerry Advisory Role: 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

Toggle Transaction Details July 2023

C3 Risk & Insurance Services has acquired Clark Insurance Agency 

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

C3 Risk & Insurance Services has acquired Clark Insurance Agency  Buyer: C3 Risk & Insurance Services Seller: Clark Insurance Agency  Closed Date: 07/20/2023 MarshBerry Advisory Role: 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

Toggle Transaction Details July 2023

Evertree Insurance Group has acquired Alliance Insurance Services 

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired Alliance Insurance Services  Buyer: Evertree Insurance Group Seller: Alliance Insurance Services  Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: 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

Toggle Transaction Details July 2023

Evertree Insurance Group has acquired 1st American Insurance

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired 1st American Insurance Buyer: Evertree Insurance Group Seller: 1st American Insurance Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: 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

Toggle Transaction Details July 2023

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc. Buyer: Evertree Insurance Group Seller: Alex Johnson Insurance Agency Inc. Closed Date: 07/01/2023 Location: Virginia Media: Learn More MarshBerry Advisory Role: 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

Toggle Transaction Details July 2023

Alkeme Insurance has acquired Milestone Company 

MarshBerry served as the financial advisor to Alkeme Insurance

Alkeme Insurance has acquired Milestone Company  Buyer: Alkeme Insurance Seller: Milestone Company  Closed Date: 07/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance

Specialty Transactions

January 2024 Johnson & Johnson Inc. Mid Valley General Agency, LLC Acquisition

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Toggle Transaction Details January 2024

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC

MarshBerry served as the financial advisor to Mid Valley General Agency, LLC

Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon
December 2023 Alera Group, Inc. CLS Healthcare Liability Specialists Acquisition

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists

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

Toggle Transaction Details December 2023

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists

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

Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc.
December 2023 AUB Group Limited Mexbrit and Forte Underwriters Acquisition

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

Toggle Transaction Details December 2023

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
December 2023 Hub International Limited Professional Financial Specialists, Inc. Acquisition

Hub International Limited has acquired Professional Financial Specialists, Inc.

MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.

Toggle Transaction Details December 2023

Hub International Limited has acquired Professional Financial Specialists, Inc.

MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.

Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
October 2023 Hub International Limited Asset Protection Group, Inc. Acquisition

Hub International Limited has acquired Asset Protection Group, Inc.

MarshBerry served as the financial advisor to Asset Protection Group, Inc.

Toggle Transaction Details October 2023

Hub International Limited has acquired Asset Protection Group, Inc.

MarshBerry served as the financial advisor to Asset Protection Group, Inc.

Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc.
About the Transaction: HUB INTERNATIONAL STRENGTHENS HEALTHCARE INSURANCE CAPABILITIES WITH ACQUISITION OF THE ASSETS OF ASSET PROTECTION, INC. IN VIRGINIA
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 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 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

Toggle Transaction Details June 2023

Hub International Limited has acquired Business Benefits Resource, LLC

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Business Benefits Resource, LLC Buyer: Hub International Limited Seller: Business Benefits Resource, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: 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

Toggle Transaction Details June 2023

Hub International Limited has acquired Health Insurance Consultants

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Health Insurance Consultants Buyer: Hub International Limited Seller: Health Insurance Consultants Closed Date: 06/01/2023 Location: Illinois Media: Learn More MarshBerry Advisory Role: 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

Toggle Transaction Details June 2023

Hub International Limited has acquired Creative Benefit Solutions, LLC

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Creative Benefit Solutions, LLC Buyer: Hub International Limited Seller: Creative Benefit Solutions, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: 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

Toggle Transaction Details May 2023

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

Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning  and Bernard Benefits  from Bernard Health, LLC Buyer: Arthur J. Gallagher & Co Seller: Bernard Health, LLC Closed Date: 05/24/2023 Location: Tennessee Media: Learn More MarshBerry Advisory Role: 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.

Toggle Transaction Details May 2023

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

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

Risk Placement Services, Inc. has acquired RHP General Agency, Inc.   Buyer: Risk Placement Services, Inc. Seller: RHP General Agency, Inc.   Firm Type: MGA Closed Date: 05/11/2023 Location: Texas Media: Learn More MarshBerry Advisory Role: 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 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 March 2023

SMA BTP has acquired DUPI Group Netherlands

MarshBerry International served as the financial advisor to DUPI Group Netherlands

SMA BTP has acquired DUPI Group Netherlands Buyer: SMA BTP Seller: DUPI Group Netherlands Closed Date: 3/1/2023 Location: Netherlands 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 February 2023

One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance 

MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance

One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance  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 January 2023

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

Specialty Program Group, LLC has acquired Euclid Fiduciary  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 November 2022

Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates

MarshBerry served as the financial advisor to Trivedi Capacity Associates

Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates 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