Today’s ViewPoint
Recent Transactions
Acquisition Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†
December 2025
Acquisition Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025 
Acquisition Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
December 2025 
Acquisition Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group
MarshBerry served as the financial advisor to Tradewind Group†
November 2025
Sunstar Insurance Group, LLC has acquired a Tennessee-Based Business MarshBerry served as the financial advisor to the Seller†
November 2025
Acquisition Trucordia Insurance Services, LLC. has acquired Breezy Seguros MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.
November 2025
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.†
