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.
Explore All To The Point Posts
Recent Transactions
Acquisition LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors MarshBerry served as the financial advisor to LD&B Insurance and Financial Services
October 2025
Acquisition HUB International Limited has acquired a California-Based RIA Business MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
September 2025
Acquisition The Liberty Company Insurance Brokers has acquired a California-Based Insurance Broker and Risk Management Consultant MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition Heffernan Insurance Brokers has acquired Brashears & Newendorp MarshBerry served as the financial advisor to Brashears & Newendorp†
September 2025 
Acquisition HUB International Limited has acquired Don Ramatici Insurance, Inc. MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†
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 HUB International Limited has acquired GroupeBrissette MarshBerry served as the financial advisor to HUB International Limited
August 2025 
Acquisition HUB International Limited has acquired a New Hampshire-Based Business MarshBerry served as the financial advisor to HUB International Limited
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 The Hilb Group, LLC has acquired a Kentucky-Based Business MarshBerry served as the financial advisor to The Hilb Group, LLC
July 2025 
Acquisition HUB International Limited has acquired Alliance Insurance MarshBerry served as the financial advisor to HUB International Limited
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
