MarshBerry Transactions
The Leader in Merger & Acquisition Transactions.
There are clear advantages to partnering with the top-ranked Investment Banking Firm in the Insurance and Wealth Management Industries.
![Amerilife](https://www.marshberry.com/wp-content/uploads/2024/06/Amerilife-300x158.jpg)
![Succession Capital Alliance](https://www.marshberry.com/wp-content/uploads/2024/06/Succession-Capital-Alliance.jpg)
Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance
Toggle Transaction Details June 2024![Amerilife](https://www.marshberry.com/wp-content/uploads/2024/06/Amerilife-300x158.jpg)
![Succession Capital Alliance](https://www.marshberry.com/wp-content/uploads/2024/06/Succession-Capital-Alliance.jpg)
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](https://www.marshberry.com/wp-content/uploads/2024/05/Wealthspire-logo-300x35.png)
![Walden Wealth Partners, LLC](https://www.marshberry.com/wp-content/uploads/2024/05/walden-logo-300x74.png)
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](https://www.marshberry.com/wp-content/uploads/2024/05/Wealthspire-logo-300x35.png)
![Walden Wealth Partners, LLC](https://www.marshberry.com/wp-content/uploads/2024/05/walden-logo-300x74.png)
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](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Merriwether & Williams Insurance Services](https://www.marshberry.com/wp-content/uploads/2024/05/Merriwether-Williams-Insurance-Services-300x51.jpg)
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](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Merriwether & Williams Insurance Services](https://www.marshberry.com/wp-content/uploads/2024/05/Merriwether-Williams-Insurance-Services-300x51.jpg)
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](https://www.marshberry.com/wp-content/uploads/2024/04/bswift-1-300x130.png)
![Davis & Company](https://www.marshberry.com/wp-content/uploads/2024/04/Davis-Company.jpg)
bswift has acquired Davis & Company
MarshBerry served as the financial advisor to Davis & Company
Toggle Transaction Details April 2024![bswift](https://www.marshberry.com/wp-content/uploads/2024/04/bswift-1-300x130.png)
![Davis & Company](https://www.marshberry.com/wp-content/uploads/2024/04/Davis-Company.jpg)
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](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Sale Insurance Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/Sale-Insurance-Agency-Inc.png)
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](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Sale Insurance Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/Sale-Insurance-Agency-Inc.png)
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.](https://www.marshberry.com/wp-content/uploads/2022/01/Higginbotham_Logo.jpg)
![Eagan Insurance Agency, LLC](https://www.marshberry.com/wp-content/uploads/2024/04/Eagan_logo-300x147.png)
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.](https://www.marshberry.com/wp-content/uploads/2022/01/Higginbotham_Logo.jpg)
![Eagan Insurance Agency, LLC](https://www.marshberry.com/wp-content/uploads/2024/04/Eagan_logo-300x147.png)
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.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![HealthSure Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/HealthSure-Insurance-Services-Inc-300x80.png)
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.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![HealthSure Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/HealthSure-Insurance-Services-Inc-300x80.png)
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](https://www.marshberry.com/wp-content/uploads/2023/03/ALKEME-logo-lg-300x40.png)
![Ralph Weiner & Associates, LLC](https://www.marshberry.com/wp-content/uploads/2024/05/Ralph-Weiner-and-Associates-Logo-500-300x47.png)
Alkeme Insurance has acquired Ralph Weiner & Associates, LLC
MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC
Toggle Transaction Details April 2024![Alkeme Insurance](https://www.marshberry.com/wp-content/uploads/2023/03/ALKEME-logo-lg-300x40.png)
![Ralph Weiner & Associates, LLC](https://www.marshberry.com/wp-content/uploads/2024/05/Ralph-Weiner-and-Associates-Logo-500-300x47.png)
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](https://www.marshberry.com/wp-content/uploads/2024/03/Seven-Investment-Management-300x178.jpg)
![Eastcote Wealth Management](https://www.marshberry.com/wp-content/uploads/2024/03/eastcote.jpg)
Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry International acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024![Hg Capital](https://www.marshberry.com/wp-content/uploads/2024/03/HG-1-300x145.png)
![induver and Clover](https://www.marshberry.com/wp-content/uploads/2024/03/INDUVERCLOVER-_Logos.jpg)
MarshBerry International served as the financial advisor to induver
March 2024![Marsh & McLennan Agency, LLC](https://www.marshberry.com/wp-content/uploads/2023/08/MarshMcLennan-1-300x61.png)
![Querbes & Nelson](https://www.marshberry.com/wp-content/uploads/2024/02/Querbes-Nelson-logo-300x56.png)
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](https://www.marshberry.com/wp-content/uploads/2023/08/MarshMcLennan-1-300x61.png)
![Querbes & Nelson](https://www.marshberry.com/wp-content/uploads/2024/02/Querbes-Nelson-logo-300x56.png)
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](https://www.marshberry.com/wp-content/uploads/2023/08/MarshMcLennan-1-300x61.png)
![Louisiana Companies](https://www.marshberry.com/wp-content/uploads/2024/02/OldNew_Louisiana_Companies-web-300x74.png)
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](https://www.marshberry.com/wp-content/uploads/2023/08/MarshMcLennan-1-300x61.png)
![Louisiana Companies](https://www.marshberry.com/wp-content/uploads/2024/02/OldNew_Louisiana_Companies-web-300x74.png)
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.](https://www.marshberry.com/wp-content/uploads/2024/03/AmWINS-Group-Inc-300x50.png)
![BRP Group, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Baldwin-Risk-Partners.png)
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.](https://www.marshberry.com/wp-content/uploads/2024/03/AmWINS-Group-Inc-300x50.png)
![BRP Group, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Baldwin-Risk-Partners.png)
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.](https://www.marshberry.com/wp-content/uploads/2024/02/AJG-Website-Logo.png)
![John Galt Insurance Agency](https://www.marshberry.com/wp-content/uploads/2024/02/Green-John-Galt-Logo-allsize600px-300x54.png)
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.](https://www.marshberry.com/wp-content/uploads/2024/02/AJG-Website-Logo.png)
![John Galt Insurance Agency](https://www.marshberry.com/wp-content/uploads/2024/02/Green-John-Galt-Logo-allsize600px-300x54.png)
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![Johnson & Johnson Inc.](https://www.marshberry.com/wp-content/uploads/2024/01/Johnson-Johnson-Inc-300x47.png)
![Mid Valley General Agency, LLC](https://www.marshberry.com/wp-content/uploads/2024/01/Mid-Valley-General-Agency-LLC.jpg)
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.](https://www.marshberry.com/wp-content/uploads/2024/01/Johnson-Johnson-Inc-300x47.png)
![Mid Valley General Agency, LLC](https://www.marshberry.com/wp-content/uploads/2024/01/Mid-Valley-General-Agency-LLC.jpg)
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![Alliant Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2024/01/Alliant-300x65.png)
![Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies](https://www.marshberry.com/wp-content/uploads/2024/01/Aldrich-Benefits-LP-300x52.png)
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.](https://www.marshberry.com/wp-content/uploads/2024/01/Alliant-300x65.png)
![Aldrich Benefits LP, a subsidiary of The Aldrich Group of Companies](https://www.marshberry.com/wp-content/uploads/2024/01/Aldrich-Benefits-LP-300x52.png)
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![Alkeme Insurance](https://www.marshberry.com/wp-content/uploads/2023/03/ALKEME-logo-lg-300x40.png)
![Flor Insurance Group](https://www.marshberry.com/wp-content/uploads/2024/01/Flor-Insurance-Group.jpg)
Alkeme Insurance has acquired Flor Insurance Group
MarshBerry served as the financial advisor to Flor Insurance Group
Toggle Transaction Details December 2023![Alkeme Insurance](https://www.marshberry.com/wp-content/uploads/2023/03/ALKEME-logo-lg-300x40.png)
![Flor Insurance Group](https://www.marshberry.com/wp-content/uploads/2024/01/Flor-Insurance-Group.jpg)
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.](https://www.marshberry.com/wp-content/uploads/2021/08/Risk-Strategies-Website-Logo.png)
![Ralph C. Wilson Agency](https://www.marshberry.com/wp-content/uploads/2023/12/Ralph-C.-Wilson-Agency3.jpg-300x70.png)
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.](https://www.marshberry.com/wp-content/uploads/2021/08/Risk-Strategies-Website-Logo.png)
![Ralph C. Wilson Agency](https://www.marshberry.com/wp-content/uploads/2023/12/Ralph-C.-Wilson-Agency3.jpg-300x70.png)
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![AUB Group Limited](https://www.marshberry.com/wp-content/uploads/2023/12/AUB-Group-Limited.jpg)
![Mexbrit and Forte Underwriters](https://www.marshberry.com/wp-content/uploads/2023/12/Mexbrit_Forte.jpg)
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](https://www.marshberry.com/wp-content/uploads/2023/12/AUB-Group-Limited.jpg)
![Mexbrit and Forte Underwriters](https://www.marshberry.com/wp-content/uploads/2023/12/Mexbrit_Forte.jpg)
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.](https://www.marshberry.com/wp-content/uploads/2021/08/Risk-Strategies-Website-Logo.png)
![Professional Risk Associates, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Professional-Risk-Associates-Inc-300x89.png)
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.](https://www.marshberry.com/wp-content/uploads/2021/08/Risk-Strategies-Website-Logo.png)
![Professional Risk Associates, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Professional-Risk-Associates-Inc-300x89.png)
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.![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![German American Bancorp, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/German-American-Bancorp-Inc-3.png)
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](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![German American Bancorp, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/German-American-Bancorp-Inc-3.png)
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 March 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Zavitz Insurance and Wealth, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Zavitz-Insurance.png)
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](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Zavitz Insurance and Wealth, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Zavitz-Insurance.png)
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 January 2024![Higginbotham & Associates, Inc.](https://www.marshberry.com/wp-content/uploads/2022/01/Higginbotham_Logo.jpg)
![a privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2024/01/MB-Logo-Hor-4C-1-300x72.jpg)
Higginbotham & Associates, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Higginbotham & Associates, Inc.
December 2023![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![CLS Healthcare Liability Specialists](https://www.marshberry.com/wp-content/uploads/2023/12/CLS-Healthcare-Liability-Specialists.png)
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.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![CLS Healthcare Liability Specialists](https://www.marshberry.com/wp-content/uploads/2023/12/CLS-Healthcare-Liability-Specialists.png)
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![Howden](https://www.marshberry.com/wp-content/uploads/2023/12/howden-logo.png)
![VLC & Partners Holding](https://www.marshberry.com/wp-content/uploads/2023/12/vlc-holdings-300x60.png)
Howden has acquired VLC & Partners Holding
MarshBerry International served as the financial advisor to Howden
December 2023![Champion Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/12/ChampionRiskInsurance-300x112.png)
![assets of LUX Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/12/LUX.jpg)
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](https://www.marshberry.com/wp-content/uploads/2023/12/ChampionRiskInsurance-300x112.png)
![assets of LUX Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/12/LUX.jpg)
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![World Insurance Associates, LLC](https://www.marshberry.com/wp-content/uploads/2021/11/World-Insurance-Website-Logo.png)
![Exchange Underwriters, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Exchange_Underwriters-300x140.png)
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](https://www.marshberry.com/wp-content/uploads/2021/11/World-Insurance-Website-Logo.png)
![Exchange Underwriters, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Exchange_Underwriters-300x140.png)
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](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![Privately-held entities](https://www.marshberry.com/wp-content/uploads/2023/02/MB-Logo-Hor-4C-1-300x72.jpg)
The Hilb Group, LLC has acquired multiple privately-held entities
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2023![Vantage Insurance Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2024/01/Vantage-Insurance-Partners-Inc-300x72.png)
![A privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2024/01/MB-Logo-Hor-4C-1-300x72.jpg)
Vantage Insurance Partners, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
November 2023![Inszone Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Inszonelogo-300x150.jpg)
![Hawks View Insurance](https://www.marshberry.com/wp-content/uploads/2023/12/Hawks-View-insurance-Logo-500-300x240.png)
Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details November 2023![Inszone Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Inszonelogo-300x150.jpg)
![Hawks View Insurance](https://www.marshberry.com/wp-content/uploads/2023/12/Hawks-View-insurance-Logo-500-300x240.png)
Inszone 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![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Longbow Financial Services](https://www.marshberry.com/wp-content/uploads/2023/12/Longbow-Financial-Services-300x140.png)
Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Longbow Financial Services](https://www.marshberry.com/wp-content/uploads/2023/12/Longbow-Financial-Services-300x140.png)
Hub 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![RMS Insurance Brokerage, LLC](https://www.marshberry.com/wp-content/uploads/2023/10/RMS.png)
![Clancy & Clancy Brokerage LTD](https://www.marshberry.com/wp-content/uploads/2023/10/ClancyClancy.png)
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
Toggle Transaction Details October 2023![RMS Insurance Brokerage, LLC](https://www.marshberry.com/wp-content/uploads/2023/10/RMS.png)
![Clancy & Clancy Brokerage LTD](https://www.marshberry.com/wp-content/uploads/2023/10/ClancyClancy.png)
RMS 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![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![A privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2023/02/MB-Logo-Hor-4C-1-300x72.jpg)
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
September 2023![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![Quality Plus Insurance](https://www.marshberry.com/wp-content/uploads/2023/10/Quality-Plus-300x75.png)
The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details September 2023![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![Quality Plus Insurance](https://www.marshberry.com/wp-content/uploads/2023/10/Quality-Plus-300x75.png)
The 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![McConkey & Company Insurance & Benefits](https://www.marshberry.com/wp-content/uploads/2023/12/McConkey-Company-Insurance-Benefits-300x149.png)
![Gallen Insurance](https://www.marshberry.com/wp-content/uploads/2023/12/Gallen-Insurance.png)
McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
Toggle Transaction Details August 2023![McConkey & Company Insurance & Benefits](https://www.marshberry.com/wp-content/uploads/2023/12/McConkey-Company-Insurance-Benefits-300x149.png)
![Gallen Insurance](https://www.marshberry.com/wp-content/uploads/2023/12/Gallen-Insurance.png)
McConkey & 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![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![The Banks Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2023/07/banks-logo-t-300x40.png)
Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![The Banks Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2023/07/banks-logo-t-300x40.png)
Evertree 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![C3 Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/C3-Risk-Insurance-Services.jpg)
![Private Management Insurance Agency](https://www.marshberry.com/wp-content/uploads/2023/07/PMIA.jpg)
C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023![C3 Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/C3-Risk-Insurance-Services.jpg)
![Private Management Insurance Agency](https://www.marshberry.com/wp-content/uploads/2023/07/PMIA.jpg)
C3 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![C3 Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/C3-Risk-Insurance-Services.jpg)
![Clark Insurance Agency](https://www.marshberry.com/wp-content/uploads/2023/07/Clark-Logo-2-300x117.png)
C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023![C3 Risk & Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/C3-Risk-Insurance-Services.jpg)
![Clark Insurance Agency](https://www.marshberry.com/wp-content/uploads/2023/07/Clark-Logo-2-300x117.png)
C3 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![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![Alliance Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/alliance-insurance-service-300x75.png)
Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![Alliance Insurance Services](https://www.marshberry.com/wp-content/uploads/2023/07/alliance-insurance-service-300x75.png)
Evertree 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![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![1st American Insurance](https://www.marshberry.com/wp-content/uploads/2023/07/1st_American_Insurance-300x140.png)
Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023![Evertree Insurance Group](https://www.marshberry.com/wp-content/uploads/2022/12/evertreelogo-300x151.png)
![1st American Insurance](https://www.marshberry.com/wp-content/uploads/2023/07/1st_American_Insurance-300x140.png)
Evertree 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![Johnson & Johnson Inc.](https://www.marshberry.com/wp-content/uploads/2024/01/Johnson-Johnson-Inc-300x47.png)
![Mid Valley General Agency, LLC](https://www.marshberry.com/wp-content/uploads/2024/01/Mid-Valley-General-Agency-LLC.jpg)
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.](https://www.marshberry.com/wp-content/uploads/2024/01/Johnson-Johnson-Inc-300x47.png)
![Mid Valley General Agency, LLC](https://www.marshberry.com/wp-content/uploads/2024/01/Mid-Valley-General-Agency-LLC.jpg)
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![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![CLS Healthcare Liability Specialists](https://www.marshberry.com/wp-content/uploads/2023/12/CLS-Healthcare-Liability-Specialists.png)
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.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![CLS Healthcare Liability Specialists](https://www.marshberry.com/wp-content/uploads/2023/12/CLS-Healthcare-Liability-Specialists.png)
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![AUB Group Limited](https://www.marshberry.com/wp-content/uploads/2023/12/AUB-Group-Limited.jpg)
![Mexbrit and Forte Underwriters](https://www.marshberry.com/wp-content/uploads/2023/12/Mexbrit_Forte.jpg)
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](https://www.marshberry.com/wp-content/uploads/2023/12/AUB-Group-Limited.jpg)
![Mexbrit and Forte Underwriters](https://www.marshberry.com/wp-content/uploads/2023/12/Mexbrit_Forte.jpg)
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![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Professional Financial Specialists, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Professional-Financial-Specialists-300x75.png)
Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Toggle Transaction Details December 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Professional Financial Specialists, Inc.](https://www.marshberry.com/wp-content/uploads/2023/12/Professional-Financial-Specialists-300x75.png)
Hub 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![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Asset Protection Group, Inc.](https://www.marshberry.com/wp-content/uploads/2023/10/AP-Group-300x73.png)
Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Toggle Transaction Details October 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Asset Protection Group, Inc.](https://www.marshberry.com/wp-content/uploads/2023/10/AP-Group-300x73.png)
Hub 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![One80 Intermediaries, LLC](https://www.marshberry.com/wp-content/uploads/2022/01/One80_Intermediaries-Website-Logo.png)
![Euclid Enviant, LLC](https://www.marshberry.com/wp-content/uploads/2023/09/enviant.png)
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023![One80 Intermediaries, LLC](https://www.marshberry.com/wp-content/uploads/2022/01/One80_Intermediaries-Website-Logo.png)
![Euclid Enviant, LLC](https://www.marshberry.com/wp-content/uploads/2023/09/enviant.png)
One80 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![Simplicity Group](https://www.marshberry.com/wp-content/uploads/2023/09/Simplicity_Group-300x66.png)
![Hancock Brokerage](https://www.marshberry.com/wp-content/uploads/2023/09/HANCOCK-LOGO-300x111.png)
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23![Simplicity Group](https://www.marshberry.com/wp-content/uploads/2023/09/Simplicity_Group-300x66.png)
![Hancock Brokerage](https://www.marshberry.com/wp-content/uploads/2023/09/HANCOCK-LOGO-300x111.png)
Simplicity 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![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Business Benefits Resource, LLC](https://www.marshberry.com/wp-content/uploads/2023/06/Benefits-Broker-Resources-LLC-300x170.jpeg)
Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Business Benefits Resource, LLC](https://www.marshberry.com/wp-content/uploads/2023/06/Benefits-Broker-Resources-LLC-300x170.jpeg)
Hub 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![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Health Insurance Consultants](https://www.marshberry.com/wp-content/uploads/2023/06/HealthInsuranceConsultants-300x76.jpg)
Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Health Insurance Consultants](https://www.marshberry.com/wp-content/uploads/2023/06/HealthInsuranceConsultants-300x76.jpg)
Hub 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![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Creative Benefit Solutions, LLC](https://www.marshberry.com/wp-content/uploads/2023/06/Creativebenefits-300x68.jpg)
Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Creative Benefit Solutions, LLC](https://www.marshberry.com/wp-content/uploads/2023/06/Creativebenefits-300x68.jpg)
Hub 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![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2023/06/AJG-Website-Logo.png)
![Bernard Health, LLC](https://www.marshberry.com/wp-content/uploads/2023/05/Bernard.jpg)
Arthur 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 2023![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2023/06/AJG-Website-Logo.png)
![Bernard Health, LLC](https://www.marshberry.com/wp-content/uploads/2023/05/Bernard.jpg)
Arthur 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![Specialist Risk Group](https://www.marshberry.com/wp-content/uploads/2024/03/specialist-risk-group-logo-300x157.jpg)
![The Medical Professional Liability Company Limited](https://www.marshberry.com/wp-content/uploads/2024/03/MPLC-300x157.png)
Specialist Risk Group has acquired The Medical Professional Liability Company Limited
IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*
May 2023![Risk Placement Services, Inc.](https://www.marshberry.com/wp-content/uploads/2023/06/RPS-Logo-300x74.png)
![RHP General Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2023/06/RHP.jpg)
Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.
Toggle Transaction Details May 2023![Risk Placement Services, Inc.](https://www.marshberry.com/wp-content/uploads/2023/06/RPS-Logo-300x74.png)
![RHP General Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2023/06/RHP.jpg)
Risk 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![Arch Insurance Group](https://www.marshberry.com/wp-content/uploads/2023/04/ArchInsurance-300x150.png)
![Thimble Insurance](https://www.marshberry.com/wp-content/uploads/2023/04/thimblelogo.jpg)
Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Toggle Transaction Details April 2023![Arch Insurance Group](https://www.marshberry.com/wp-content/uploads/2023/04/ArchInsurance-300x150.png)
![Thimble Insurance](https://www.marshberry.com/wp-content/uploads/2023/04/thimblelogo.jpg)
Arch 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![SMA BTP](https://www.marshberry.com/wp-content/uploads/2023/03/logo-smabtp-logo.png)
![DUPI Group Netherlands](https://www.marshberry.com/wp-content/uploads/2023/03/DUPIGROUPlogo.jpeg)
SMA BTP has acquired DUPI Group Netherlands
MarshBerry International served as the financial advisor to DUPI Group Netherlands
Toggle Transaction Details March 2023![SMA BTP](https://www.marshberry.com/wp-content/uploads/2023/03/logo-smabtp-logo.png)
![DUPI Group Netherlands](https://www.marshberry.com/wp-content/uploads/2023/03/DUPIGROUPlogo.jpeg)
SMA 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![One80 Intermediaries, LLC](https://www.marshberry.com/wp-content/uploads/2022/01/One80_Intermediaries-Website-Logo.png)
![Manchester Specialty Programs Insurance](https://www.marshberry.com/wp-content/uploads/2023/03/Manchesterlogo-300x98.jpg)
One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance
MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
Toggle Transaction Details February 2023![One80 Intermediaries, LLC](https://www.marshberry.com/wp-content/uploads/2022/01/One80_Intermediaries-Website-Logo.png)
![Manchester Specialty Programs Insurance](https://www.marshberry.com/wp-content/uploads/2023/03/Manchesterlogo-300x98.jpg)
One80 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![Specialty Program Group, LLC](https://www.marshberry.com/wp-content/uploads/2023/01/SPGlogo2023-300x38.png)
![Euclid Fiduciary](https://www.marshberry.com/wp-content/uploads/2023/01/Euclid-Fiduciary-300x84.png)
Specialty Program Group, LLC has acquired Euclid Fiduciary
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details January 2023![Specialty Program Group, LLC](https://www.marshberry.com/wp-content/uploads/2023/01/SPGlogo2023-300x38.png)
![Euclid Fiduciary](https://www.marshberry.com/wp-content/uploads/2023/01/Euclid-Fiduciary-300x84.png)
Specialty 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![PCF Insurance Services](https://www.marshberry.com/wp-content/uploads/2021/08/PCF_Website-Logo.png)
![Direct Dealer Services](https://www.marshberry.com/wp-content/uploads/2022/12/download-1-300x78.png)
PCF Insurance Services has acquired Direct Dealer Services
MarshBerry served as the financial advisor to PCF Insurance Services
November 2022![Alliant Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/alliantlogo-2c-final.jpg-300x66.jpg)
![Trivedi Capacity Associates](https://www.marshberry.com/wp-content/uploads/2022/11/Trivedi-Logo2.png)
Alliant Insurance Services, Inc. has acquired Trivedi Capacity Associates
MarshBerry served as the financial advisor to Trivedi Capacity Associates
Toggle Transaction Details November 2022![Alliant Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/alliantlogo-2c-final.jpg-300x66.jpg)
![Trivedi Capacity Associates](https://www.marshberry.com/wp-content/uploads/2022/11/Trivedi-Logo2.png)
Alliant 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 2022![Specialty Program Group](https://www.marshberry.com/wp-content/uploads/2022/11/Specialty_Logo.png)
![Catapult Insurance Solutions](https://www.marshberry.com/wp-content/uploads/2022/11/catapult-insurance-logoweb-300x113.png)
Specialty Program Group has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions