To The Point
Industry Insights & Trends
MarshBerry’s To the Point video series provides timely insights from MarshBerry executives on industry trends. These quick videos highlight recent transactions, showcase industry thought leaders, and how your firm might be impacted by the rapidly changing market.
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Recent Transactions
Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
August 2025
Acquisition Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc. MarshBerry served as the financial advisor to Robins Insurance Agency, Inc.†
August 2025
Acquisition Alkeme Insurance has acquired Innovative Insurance Group MarshBerry served as the financial advisor to Alkeme Insurance
August 2025
Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†
August 2025
Acquisition Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc. MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†
July 2025
Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025 
Acquisition Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc. MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
July 2025
Risman Insurance Agency, Inc. has successfully raised an undisclosed amount of Debt Capital from Bank of Montreal
MarshBerry served as the financial advisor to Risman Insurance Agency, Inc.†
July 2025
Acquisition The Hilb Group, LLC has acquired a Florida-Based Business MarshBerry served as the financial advisor to the Seller†
July 2025
Acquisition Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC MarshBerry served as the financial advisor to Afore Insurance Services, LLC
June 2025 
Acquisition Alkeme Insurance has acquired SFD Insurance, LLC MarshBerry served as the financial advisor to Alkeme Insurance
June 2025
Acquisition King Risk Partners, LLC has acquired Nobles Insurance Agency, Inc. MarshBerry served as the financial advisor to King Risk Partners, LLC
June 2025 
Acquisition King Risk Partners, LLC has acquired Louisiana Insurance Services MarshBerry served as the financial advisor to Louisiana Insurance Services†
June 2025
Acquisition HUB International Limited has acquired Wycoff Insurance Agency, Inc. MarshBerry served as the financial advisor to HUB International Limited
June 2025 
Acquisition HUB International Limited has acquired Fenner & Esler Agency MarshBerry served as the financial advisor to Fenner & Esler Agency†
June 2025
Acquisition Specialty Program Group LLC has acquired ANOVA Marine Insurance MarshBerry served as the financial advisor to ANOVA Marine Insurance†
May 2025
Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
May 2025 
Acquisition Inszone Insurance Services, LLC has acquired LJ Insurance, Inc. MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
May 2025 
Acquisition HUB International Limited has acquired Guru of Insurance MarshBerry served as the financial advisor to HUB International Limited
April 2025 
Acquisition The Hilb Group, LLC has acquired a Maine-Based Business MarshBerry served as the financial advisor to the Seller†
