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MarshBerry’s Today’s ViewPoint

NEWS & VIEWS ON THE INSURANCE BROKERAGE & WEALTH ADVISORY INDUSTRIES 

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June 2024 The Hilb Group, LLC German American Bancorp, Inc. Acquisition

The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.

MarshBerry served as the financial advisor to The Hilb Group, LLC

Toggle Transaction Details June 2024

The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.

MarshBerry served as the financial advisor to The Hilb Group, LLC

The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc. Buyer: The Hilb Group, LLC Seller: German American Bancorp, Inc. Closed Date: 06/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC
June 2024 Amerilife Succession Capital Alliance Acquisition

Amerilife has acquired Succession Capital Alliance

MarshBerry served as the financial advisor to Succession Capital Alliance

Toggle Transaction Details June 2024

Amerilife has acquired Succession Capital Alliance

MarshBerry served as the financial advisor to Succession Capital Alliance

Amerilife has acquired Succession Capital Alliance Buyer: Amerilife Seller: Succession Capital Alliance Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Succession Capital Alliance
May 2024 Wealthspire Advisors LLC Walden Wealth Partners, LLC Acquisition

Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC

MarshBerry served as the financial advisor to Walden Wealth Partners, LLC

Toggle Transaction Details May 2024

Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC

MarshBerry served as the financial advisor to Walden Wealth Partners, LLC

Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC
May 2024 Hub International Limited Merriwether & Williams Insurance Services Acquisition

Hub International Limited has acquired Merriwether & Williams Insurance Services

MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services

Toggle Transaction Details May 2024

Hub International Limited has acquired Merriwether & Williams Insurance Services

MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services

Hub International Limited has acquired Merriwether & Williams Insurance Services Buyer: Hub International Limited Seller: Merriwether & Williams Insurance Services Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services
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

Toggle Transaction Details April 2024

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.
April 2024 Alkeme Insurance Ralph Weiner & Associates, LLC Acquisition

Alkeme Insurance has acquired Ralph Weiner & Associates, LLC

MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC

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Alkeme Insurance has acquired Ralph Weiner & Associates, LLC

MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC

Alkeme Insurance has acquired Ralph Weiner & Associates, LLC Buyer: Alkeme Insurance Seller: Ralph Weiner & Associates, LLC Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC
March 2024 Seven Investment Management Eastcote Wealth Management Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

MarshBerry International 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

Toggle Transaction Details March 2024

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

Toggle Transaction Details March 2024

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

Toggle Transaction Details March 2024

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

Toggle Transaction Details January 2024

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

Toggle Transaction Details January 2024

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