Today’s ViewPoint
Recent Transactions
Acquisition Afore Insurance Services, LLC has acquired Salzberg Insurance Agency MarshBerry served as the financial advisor to Afore Insurance Services, LLC
November 2025
Acquisition Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC MarshBerry served as the financial advisor to Poulton Associates, LLC†
November 2025
Acquisition Alliant Insurance Services has acquired Highpoint Insurance Group MarshBerry served as the financial advisor to Highpoint Insurance Group†
November 2025
Acquisition Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd. MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.
October 2025
Acquisition EPIC Insurance Brokers & Consultants has acquired Price Insurance Group MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants
October 2025
Acquisition LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors MarshBerry served as the financial advisor to LD&B Insurance and Financial Services
October 2025
Acquisition HUB International Limited has acquired an Ontario, Canada-Based Business MarshBerry served as the financial advisor to HUB International Limited
October 2025 
Acquisition HUB International Limited has acquired a California-Based RIA Business MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC
September 2025
Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†
September 2025
Acquisition The Liberty Company Insurance Brokers has acquired a California-Based Insurance Broker and Risk Management Consultant MarshBerry served as the financial advisor to the Seller†
September 2025
Acquisition Heffernan Insurance Brokers has acquired Brashears & Newendorp MarshBerry served as the financial advisor to Brashears & Newendorp†
September 2025 
Acquisition HUB International Limited has acquired Don Ramatici Insurance, Inc. MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†
August 2025
Acquisition Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc. MarshBerry served as the financial advisor to Robins Insurance Agency, Inc.†
August 2025 
Acquisition HUB International Limited has acquired GroupeBrissette MarshBerry served as the financial advisor to HUB International Limited
August 2025 Acquisition HUB International Limited has acquired a New Hampshire-Based Business MarshBerry served as the financial advisor to HUB International Limited
August 2025
Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†
August 2025
Acquisition Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc. MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†
July 2025
Acquisition INSURICA has acquired Sullivan Insurance Agency MarshBerry served as the financial advisor to Sullivan Insurance Agency†
July 2025
Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
