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NEWS AND VIEWS ON THE INSURANCE BROKERAGE INDUSTRY

The insurance brokerage business is a great and dynamic business sector. You need relevant and timely insights to today’s marketplace from experienced thought leaders who really know and understand your business. MarshBerry is dedicated to helping firms Learn, Improve and Realize their fullest potential. Today’s ViewPoint is offered to help you navigate the complexities of advancing your firm at every stage of ownership.

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November 2021 Alera Group, Inc. McSherry & Hudson, LLC Acquisition Alera Group, Inc. has acquired McSherry & Hudson, LLC

MarshBerry was the financial adviser to McSherry & Hudson, LLC

October 2021

GI Partners L.P has invested in Patriot Growth Insurance Services, LLC

MarshBerry was a financial adviser to Patriot Growth Insurance Services, LLC

October 2021 Acrisure, LLC Lezam & Associates, LLC Acquisition Acrisure, LLC has acquired Lezam & Associates, LLC

MarshBerry was the financial adviser to Lezam & Associates, LLC

October 2021 The Hilb Group, LLC Gerardi Insurance Services, Inc. Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc.

MarshBerry was the financial adviser to Gerardi Insurance Services, Inc.

October 2021 BRP Group, Inc. Whitehill Plaza, Inc. dba K&S Insurance Agency Acquisition BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance Agency

MarshBerry was the financial adviser to Whitehill Plaza, Inc. dba K&S Insurance Agency

October 2021 Specialty Program Group, LLC CM&F Group, Inc. Acquisition Specialty Program Group, LLC has acquired CM&F Group, Inc.

MarshBerry was the financial adviser to CM&F Group, Inc.

October 2021 Alera Group, Inc. Blue Communications Agency, Inc. Acquisition Alera Group, Inc. has acquired Blue Communications Agency, Inc.

MarshBerry was the financial adviser to Blue Communications Agency, Inc.

October 2021 Hub International Limited Jerry Baird Insurance Agency & Baird Crop Insurance Agency Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency

MarshBerry was financial adviser to Jerry Baird Insurance Agency & Baird Crop Insurance Agency

October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.

September 2021 DOXA Insurance Holdings, LLC all assets of  Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services

September 2021 Oakbridge Insurance Agency, LLC Snider Killingworth Insurance & Risk Management Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management

MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC

September 2021 PCF Insurance Services a privately-held insurance agency in Utah Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah

MarshBerry was financial adviser to the Seller

September 2021 PCF Insurance Services Good's Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc.

MarshBerry was financial adviser to Good’s Insurance Agency, Inc.

September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

September 2021 Marsh McLennan Agency Vaaler Insurance, Inc Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc

MarshBerry was the financial adviser to Vaaler Insurance, Inc.

August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners

August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

August 2021 PCF Insurance Services Levi & Associates Insurance Acquisition PCF Insurance Services has acquired Levi & Associates Insurance

MarshBerry was financial adviser to PCF Insurance Services

August 2021 World Insurance Associates, LLC Governor Insurance Agency, Inc. Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.

MarshBerry was the financial adviser to World Insurance Associates, LLC

August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group