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 HUB International Limited has acquired Fenner & Esler Agency MarshBerry served as the financial advisor to Fenner & Esler Agency†
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†
April 2025
Acquisition Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025
Acquisition Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc. MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†
April 2025 
Acquisition HUB International Limited has acquired Henriott Group, Inc. MarshBerry served as the financial advisor to Henriott Group, Inc.†
March 2025 
Acquisition HUB International Limited has acquired Meyer & Rosenbaum, Inc. MarshBerry served as the financial advisor to HUB International Limited
March 2025 
Acquisition HUB International Limited has acquired Employee Benefit Associates, Inc. MarshBerry served as the financial advisor to HUB International Limited
March 2025
Acquisition King Risk Partners, LLC has acquired a Kentucky-Based Business MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025 Acquisition King Risk Partners, LLC has acquired a Massachusetts-Based Business MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025
Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
March 2025
Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.
MarshBerry served as the financial advisor to Intercare Holdings, Inc.†
March 2025
Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance MarshBerry served as the financial advisor to Novatae Risk Group, LLC
February 2025
Acquisition Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust
MarshBerry served as the financial advisor to First International Bank & Trust†
February 2025
Acquisition Composition Wealth, LLC has acquired Vinoble Group MarshBerry served as the financial advisor to Vinoble Group†
February 2025 
Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd. MarshBerry served as the financial advisor to HUB International Limited
February 2025
Acquisition Risk Strategies Company has acquired GMC Advisors, LLC MarshBerry served as the financial advisor to GMC Advisors, LLC†
February 2025 
HUB International Limited has acquired Mayfield Insurance, Inc. MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†
