To The Point

Insights & Trends for the Specialty Insurance Industry

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. 

has acquired
has invested in
has merged with
April 2024 bswift Davis & Company Acquisition

bswift has acquired Davis & Company

MarshBerry served as the financial advisor to Davis & Company

Toggle Transaction Details April 2024

bswift has acquired Davis & Company

MarshBerry served as the financial advisor to Davis & Company

bswift has acquired Davis & Company Buyer: bswift Seller: Davis & Company Closed Date: 4/12/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Davis & Company 
April 2024 Hub International Limited Sale Insurance Agency, Inc. Acquisition

Hub International Limited has acquired Sale Insurance Agency, Inc.

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

Toggle Transaction Details April 2024

Hub International Limited has acquired Sale Insurance Agency, Inc.

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

Hub International Limited has acquired Sale Insurance Agency, Inc. Buyer: Hub International Limited Seller: Sale Insurance Agency, Inc. Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sale Insurance Agency, Inc. 
April 2024 Higginbotham & Associates, Inc. Eagan Insurance Agency, LLC Acquisition

Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC

MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC

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Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC

MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC

Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC Buyer: Higginbotham & Associates, Inc. Seller: Eagan Insurance Agency, LLC Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC
April 2024 Alera Group, Inc. HealthSure Insurance Services, Inc. Acquisition

Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.

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

Toggle Transaction Details April 2024

Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.

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

Alera Group, Inc. has acquired HealthSure Insurance Services, Inc. Buyer: Alera Group, Inc. Seller: HealthSure Insurance Services, Inc. Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.
March 2024 Seven Investment Management Eastcote Wealth Management Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

IMAS acted as the exclusive financial advisor to Eastcote Wealth Management*

March 2024 Hg Capital induver and Clover Merger Hg Capital has invested in induver and Clover

MarshBerry International served as the financial advisor to induver

March 2024 High Street Insurance Partners, Inc. Hoaster Gebhard & Co. Acquisition

High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.

MarshBerry served as the financial advisor to Hoaster Gebhard & Co.

Toggle Transaction Details March 2024

High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.

MarshBerry served as the financial advisor to Hoaster Gebhard & Co.

High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co. Buyer: High Street Insurance Partners, Inc. Seller: Hoaster Gebhard & Co. Closed Date: 03/07/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hoaster Gebhard & Co.
March 2024 Hub International Limited Zavitz Insurance and Wealth, Inc. Acquisition

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

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Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.

MarshBerry served as the financial advisor to Hub International Limited

Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited
March 2024 Marsh & McLennan Agency, LLC Querbes & Nelson Acquisition

Marsh & McLennan Agency, LLC has acquired Querbes & Nelson

MarshBerry served as the financial advisor to Querbes & Nelson

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Marsh & McLennan Agency, LLC has acquired Querbes & Nelson

MarshBerry served as the financial advisor to Querbes & Nelson

Marsh & McLennan Agency, LLC has acquired Querbes & Nelson Buyer: Marsh & McLennan Agency, LLC Seller: Querbes & Nelson Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Querbes & Nelson
March 2024 Marsh & McLennan Agency, LLC Louisiana Companies Acquisition

Marsh & McLennan Agency, LLC has acquired Louisiana Companies

MarshBerry served as the financial advisor for Louisiana Companies

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Marsh & McLennan Agency, LLC has acquired Louisiana Companies

MarshBerry served as the financial advisor for Louisiana Companies

Marsh & McLennan Agency, LLC has acquired Louisiana Companies Buyer: Marsh & McLennan Agency, LLC Seller: Louisiana Companies Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor for Louisiana Companies
March 2024 AmWINS Group, Inc. BRP Group, Inc. Acquisition

AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.

MarshBerry served as a financial advisor to BRP Group, Inc.

Toggle Transaction Details March 2024

AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.

MarshBerry served as a financial advisor to BRP Group, Inc.

AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc. Buyer: AmWINS Group, Inc. Seller: BRP Group, Inc. Closed Date: 03/01/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to BRP Group, Inc.
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

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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 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.

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

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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 Specialty Program Group LLC the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC Acquisition

Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC 

MarshBerry served as the financial advisor to Specialty Program Group LLC

Toggle Transaction Details December 2023

Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC 

MarshBerry served as the financial advisor to Specialty Program Group LLC

Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC  Buyer: Specialty Program Group LLC Seller: Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC  Closed Date: 12/31/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Specialty Program Group LLC
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 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.

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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 Alkeme Insurance Flor Insurance Group Acquisition

Alkeme Insurance has acquired Flor Insurance Group

MarshBerry served as the financial advisor to Flor Insurance Group

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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 Howden  VLC & Partners Holding Acquisition

Howden has acquired VLC & Partners Holding

MarshBerry International served as the financial advisor to Howden