Today’s ViewPoint

Explore All ViewPoint Posts

has acquired
has invested in
has merged with
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. 
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 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
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.

Toggle Transaction Details December 2023

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

Toggle Transaction Details December 2023

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

December 2023 Champion Risk & Insurance Services assets of LUX Insurance Services Acquisition

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services 

MarshBerry served as the financial advisor to Champion Risk & Insurance Services

Toggle Transaction Details December 2023

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services 

MarshBerry served as the financial advisor to Champion Risk & Insurance Services

Champion Risk & Insurance Services has acquired assets of LUX Insurance Services  Buyer: Champion Risk & Insurance Services Seller: LUX Insurance Services  Firm Type: Employee Benefits & Consulting Closed Date: 12/15/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Champion Risk & Insurance Services
December 2023 AUB Group Limited Mexbrit and Forte Underwriters Acquisition

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

Toggle Transaction Details December 2023

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters

MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters

AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
December 2023 RSC Insurance Brokerage, Inc. Professional Risk Associates, Inc. Acquisition

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.

MarshBerry served as the financial advisor to Professional Risk Associates, Inc.

Toggle Transaction Details December 2023

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.

MarshBerry served as the financial advisor to Professional Risk Associates, Inc.

RSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: Professional Risk Associates, Inc. Closed Date: 12/8/2023 Location: Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Risk Associates, Inc.
December 2023 World Insurance Associates, LLC Exchange Underwriters, Inc. Acquisition

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.

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

Toggle Transaction Details December 2023

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.

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

World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2023 Hilb Group, LLC Privately-held entities Acquisition

The Hilb Group, LLC has acquired multiple privately-held entities

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