Today’s ViewPoint

has acquired
has invested in
has merged with
August 2025 Marsh & McLennan Agency, LLC Robins Insurance Agency, Inc. Acquisition Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc.

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

August 2025 Alkeme Insurance Innovative Insurance Group Acquisition Alkeme Insurance has acquired Innovative Insurance Group

MarshBerry served as the financial advisor to Alkeme Insurance

August 2025 Brightstone Specialty Group RMS Hospitality Group and Fortis Risk Solutions 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 Relation Insurance Joseph M. Wiedemann and Sons, Inc. 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 Inszone Insurance Services, LLC Stephenson, Baggs & Guthrie, LLC Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

July 2025 Inszone Insurance Services, LLC Snell-Nelson Insurance Agency, Inc. 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. Bank of Montreal

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 The Hilb Group, LLC a Florida-Based Business Acquisition The Hilb Group, LLC has acquired a Florida-Based Business

MarshBerry served as the financial advisor to the Seller†

July 2025 Afore Insurance Services, LLC TailoredRisk Insurance Advisors, LLC Acquisition Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

June 2025 Alkeme Insurance SFD Insurance, LLC Acquisition Alkeme Insurance has acquired SFD Insurance, LLC

MarshBerry served as the financial advisor to Alkeme Insurance

June 2025 King Risk Partners, LLC Nobles Insurance Agency, Inc. Acquisition King Risk Partners, LLC has acquired Nobles Insurance Agency, Inc.

MarshBerry served as the financial advisor to King Risk Partners, LLC

June 2025 King Risk Partners, LLC Louisiana Insurance Services Acquisition King Risk Partners, LLC has acquired Louisiana Insurance Services

MarshBerry served as the financial advisor to Louisiana Insurance Services†

June 2025 HUB International Limited Wycoff Insurance Agency, Inc. Acquisition HUB International Limited has acquired Wycoff Insurance Agency, Inc.

MarshBerry served as the financial advisor to HUB International Limited

June 2025 HUB International Limited Fenner & Esler Agency Acquisition HUB International Limited has acquired Fenner & Esler Agency

MarshBerry served as the financial advisor to Fenner & Esler Agency†

June 2025 Specialty Program Group LLC ANOVA Marine Insurance Acquisition Specialty Program Group LLC has acquired ANOVA Marine Insurance

MarshBerry served as the financial advisor to ANOVA Marine Insurance†

May 2025 Cerity Partners LLC ERn-CD Arizona, LLC dba Canopy Wealth Management 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 Inszone Insurance Services, LLC LJ Insurance, Inc. Acquisition Inszone Insurance Services, LLC has acquired LJ Insurance, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

May 2025 HUB International Limited Guru of Insurance Acquisition HUB International Limited has acquired Guru of Insurance

MarshBerry served as the financial advisor to HUB International Limited

April 2025 The Hilb Group, LLC a Maine-Based Business Acquisition The Hilb Group, LLC has acquired a Maine-Based Business

MarshBerry served as the financial advisor to the Seller†

April 2025 World Insurance Associates, LLC Abacus Insurance & Financial Services, LLC Acquisition World Insurance Associates, LLC has acquired Abacus Insurance & Financial Services, LLC

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