MarshBerry Transactions
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Sell Side Transactions
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January 2024 AcquisitionArthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency
Toggle Transaction Details January 2024Arthur 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 AcquisitionJohnson & 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 2024Johnson & 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 AcquisitionAlliant 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 2023Alliant 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 AcquisitionAlkeme Insurance has acquired Flor Insurance Group
MarshBerry served as the financial advisor to Flor Insurance Group
Toggle Transaction Details December 2023Alkeme 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 AcquisitionRSC Insurance Brokerage, Inc. has acquired Ralph C. Wilson Agency
MarshBerry served as the financial advisor to Ralph C. Wilson Agency
Toggle Transaction Details December 2023RSC 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 AcquisitionAUB 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 2023AUB 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 AcquisitionRSC Insurance Brokerage, Inc. has acquired Professional Risk Associates, Inc.
MarshBerry served as the financial advisor to Professional Risk Associates, Inc.
Toggle Transaction Details December 2023RSC 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 AcquisitionHub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Toggle Transaction Details December 2023Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc. November 2023 AcquisitionArthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
Toggle Transaction Details November 2023Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Hughes Insurance Agency, Inc. Closed Date: 11/17/2023 Location: New York MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc. November 2023 AcquisitionSpecialty Program Group, LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC
Toggle Transaction Details November 2023Specialty Program Group, LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC
Specialty Program Group, LLC has acquired Insurance Allies, LLC Buyer: Specialty Program Group, LLC Seller: Insurance Allies, LLC Closed Date: 11/1/2023 Location: Illinois MarshBerry Advisory Role: MarshBerry served as the financial advisor to Insurance Allies, LLC November 2023 AcquisitionThe Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
November 2023 AcquisitionHUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
Toggle Transaction Details November 2023HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC November 2023 AcquisitionSterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
November 2023 AcquisitionHub International Limited has acquired Overmyer Hall Associates
MarshBerry served as the financial advisor to Overmyer Hall Associates
Toggle Transaction Details November 2023Hub International Limited has acquired Overmyer Hall Associates
MarshBerry served as the financial advisor to Overmyer Hall Associates
Hub International Limited has acquired Overmyer Hall Associates Buyer: Hub International Limited Seller: Overmyer Hall Associates Closed Date: 11/01/2023 Location: Ohio MarshBerry Advisory Role: MarshBerry served as the financial advisor to Overmyer Hall Associates November 2023 AcquisitionAlera Group, Inc. has acquired CBM Insurance Group
MarshBerry served as the financial advisor to CBM Insurance Group
Toggle Transaction Details November 2023Alera Group, Inc. has acquired CBM Insurance Group
MarshBerry served as the financial advisor to CBM Insurance Group
Alera Group, Inc. has acquired CBM Insurance Group Buyer: Alera Group, Inc. Seller: CBM Insurance Group Firm Type: Commercial P&C, Personal Lines Closed Date: 11/01/2023 Location: Delaware MarshBerry Advisory Role: MarshBerry served as the financial advisor to CBM Insurance Group October 2023 AcquisitionArthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank
MarshBerry served as a financial advisor to Cadence Insurance, Inc.
Toggle Transaction Details October 2023Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank
MarshBerry served as a financial advisor to Cadence Insurance, Inc.
Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank Buyer: Arthur J. Gallagher Co. Seller: Cadence Bank Closed Date: Q4 2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to Cadence Insurance, Inc. October 2023 AcquisitionHub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Toggle Transaction Details October 2023Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc. About the Transaction: HUB INTERNATIONAL STRENGTHENS HEALTHCARE INSURANCE CAPABILITIES WITH ACQUISITION OF THE ASSETS OF ASSET PROTECTION, INC. IN VIRGINIA October 2023 AcquisitionAlera Group, Inc. has acquired Brio Benefit Consulting, Inc.
MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.
Toggle Transaction Details October 2023Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.
MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.
Alera Group, Inc. has acquired Brio Benefit Consulting, Inc. Buyer: Alera Group, Inc. Seller: Brio Benefit Consulting, Inc. Location: New York Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc. October 2023 AcquisitionAlera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Toggle Transaction Details October 2023Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLCBuy Side Transactions
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024Hub 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 January 2024 AcquisitionHigginbotham & Associates, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.
December 2023 AcquisitionAlera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023Alera 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 AcquisitionHowden has acquired VLC & Partners Holding
MarshBerry International served as the financial advisor to Howden
December 2023 AcquisitionChampion 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 2023Champion 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 AcquisitionWorld Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details December 2023World 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 AcquisitionThe Hilb Group, LLC has acquired multiple privately-held entities
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2023 AcquisitionVantage Insurance Partners, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
November 2023 AcquisitionInszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details November 2023Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired Hawks View Insurance Buyer: Inszone Insurance Services, Inc. Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 11/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. November 2023 AcquisitionHub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited October 2023 AcquisitionRMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
Toggle Transaction Details October 2023RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD Buyer: RMS Insurance Brokerage, LLC Seller: Clancy & Clancy Brokerage LTD Closed Date: 10/16/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC September 2023 AcquisitionThe Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
September 2023 AcquisitionThe Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details September 2023The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired Quality Plus Insurance Buyer: The Hilb Group, LLC Seller: Quality Plus Insurance Location: Louisiana Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC August 2023 AcquisitionMcConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
Toggle Transaction Details August 2023McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
McConkey & Company Insurance & Benefits has acquired Gallen Insurance Buyer: McConkey & Company Insurance & Benefits Seller: Gallen Insurance Closed Date: 08/03/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits July 2023 AcquisitionEvertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired The Banks Agency, Inc. Buyer: Evertree Insurance Group Seller: The Banks Agency, Inc. Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023 AcquisitionC3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Private Management Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Private Management Insurance Agency Closed Date: 7/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023 AcquisitionC3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Clark Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Clark Insurance Agency Closed Date: 07/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023 AcquisitionEvertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alliance Insurance Services Buyer: Evertree Insurance Group Seller: Alliance Insurance Services Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023 AcquisitionEvertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired 1st American Insurance Buyer: Evertree Insurance Group Seller: 1st American Insurance Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023 AcquisitionEvertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc. Buyer: Evertree Insurance Group Seller: Alex Johnson Insurance Agency Inc. Closed Date: 07/01/2023 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance GroupSpecialty Transactions
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 2024Johnson & 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 AcquisitionAlera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023Alera 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 AcquisitionAUB 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 2023AUB 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 AcquisitionHub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Toggle Transaction Details December 2023Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc. October 2023 AcquisitionHub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Toggle Transaction Details October 2023Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc. About the Transaction: HUB INTERNATIONAL STRENGTHENS HEALTHCARE INSURANCE CAPABILITIES WITH ACQUISITION OF THE ASSETS OF ASSET PROTECTION, INC. IN VIRGINIA September 2023 AcquisitionOne80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services September 2023 AcquisitionSimplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage June 2023 AcquisitionHub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Business Benefits Resource, LLC Buyer: Hub International Limited Seller: Business Benefits Resource, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 AcquisitionHub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Health Insurance Consultants Buyer: Hub International Limited Seller: Health Insurance Consultants Closed Date: 06/01/2023 Location: Illinois Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 AcquisitionHub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Creative Benefit Solutions, LLC Buyer: Hub International Limited Seller: Creative Benefit Solutions, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited May 2023 AcquisitionArthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC
Toggle Transaction Details May 2023Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC Buyer: Arthur J. Gallagher & Co Seller: Bernard Health, LLC Closed Date: 05/24/2023 Location: Tennessee Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Bernard Health, LLC May 2023 AcquisitionRisk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
Toggle Transaction Details May 2023Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
Risk Placement Services, Inc. has acquired RHP General Agency, Inc. Buyer: Risk Placement Services, Inc. Seller: RHP General Agency, Inc. Firm Type: MGA Closed Date: 05/11/2023 Location: Texas Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to RHP General Agency, Inc. April 2023 AcquisitionArch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Toggle Transaction Details April 2023Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Arch Insurance Group has acquired Thimble Insurance Buyer: Arch Insurance Group Seller: Thimble Insurance Closed Date: 4/3/2023 Location: New York Media: Goto Arch Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arch Insurance Group March 2023 AcquisitionSMA BTP has acquired DUPI Group Netherlands
MarshBerry International served as the financial advisor to DUPI Group Netherlands
Toggle Transaction Details March 2023SMA BTP has acquired DUPI Group Netherlands
MarshBerry International served as the financial advisor to DUPI Group Netherlands
SMA BTP has acquired DUPI Group Netherlands Buyer: SMA BTP Seller: DUPI Group Netherlands Closed Date: 3/1/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry International served as the financial advisor to DUPI Group Netherlands February 2023 AcquisitionOne80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
Toggle Transaction Details February 2023One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance Buyer: One80 Intermediaries, LLC Seller: Manchester Specialty Programs Insurance Closed Date: 2/1/2023 Location: MA Media: Goto One 80 Intermediaries MarshBerry Advisory Role: MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance January 2023 AcquisitionSpecialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details January 2023Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services
Specialty Program Group, LLC has acquired Euclid Fiduciary Buyer: Specialty Program Group, LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services December 2022 AcquisitionPCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
November 2022 AcquisitionAlliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates
Toggle Transaction Details November 2022Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates
Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates Buyer: Alliant Insurance Services, Inc. Seller: Trivedi Capacity Associates Closed Date: 11/2/2022 Media: Goto Alliant MarshBerry Advisory Role: MarshBerry served as the financial advisor to Trivedi Capacity Associates November 2022Specialty Program Group has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions
November 2022 AcquisitionRyan Specialty Group has acquired Centurion Liability Insurance Services
MarshBerry served as the financial advisor to Ryan Specialty Group