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October 2024 Specialist Risk Group Limited Stonehatch Risk Solutions Limited Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited United Kingdom

MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited

October 2024 Connection Capital & Management (MBO) Hood Group Limited Connection Capital & Management (MBO) has acquired Hood Group Limited United Kingdom

MarshBerry served as the financial advisor to Hood Group Limited

September 2024 PIB Group Limited RS Insurance Brokers Limited PIB Group Limited has acquired RS Insurance Brokers Limited United Kingdom

MarshBerry served as the financial advisor to RS Insurance Brokers Limited

September 2024 Specialist Risk Group Capulus Acquisition

Specialist Risk Group has acquired Capulus

United Kingdom

MarshBerry served as the financial advisor to Capulus

August 2024 Brown & Brown Retail Holdco (Europe) Limited The CI Group Holdings Limited Acquisition

Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited

United Kingdom

MarshBerry served as the financial advisor to The CI Group Holdings Limited

August 2024 Howden Help Me Compare Group Limited (Active Quote) Acquisition

Howden has acquired Help Me Compare Group Limited (ActiveQuote)

United Kingdom

MarshBerry acted as the financial advisor to Help Me Compare Group Limited

August 2024 Ardonagh Advisory Broking Holdings Limited  RK Henshall (Holdings) Limited Acquisition Ardonagh Advisory Broking Holdings Limited has acquired RK Henshall (Holdings) Limited United Kingdom

MarshBerry acted as the financial advisor to RK Henshall (Holdings) Limited

August 2024 IceLake Capital Certe Groep Acquisition IceLake Capital has invested in Certe Groep The Netherlands

MarshBerry served as the financial advisor to Certe Groep

March 2024 Seven Investment Management Eastcote Wealth Management Acquisition

Seven Investment Management has acquired Eastcote Wealth Management

United Kingdom

MarshBerry acted as the exclusive financial advisor to Eastcote Wealth Management

March 2024 Hg Capital induver and Clover Hg Capital has invested in induver and Clover Belgium

MarshBerry served as the financial advisor to induver

December 2023 Howden  VLC & Partners Holding Acquisition

Howden has acquired VLC & Partners Holding

The Netherlands

MarshBerry served as the financial advisor to Howden

October 2023 Brown & Brown Berkeley Insurance Group Acquisition Brown & Brown has acquired Berkeley Insurance Group United Kingdom

IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*

September 2023 Clear Insurance Management Miles Archer Limited Acquisition

Clear Insurance Management has acquired Miles Archer Limited

United Kingdom

IMAS acted as the exclusive financial advisor to Miles Archer Limited*

May 2023 Specialist Risk Group The Medical Professional Liability Company Limited Acquisition

Specialist Risk Group has acquired The Medical Professional Liability Company Limited

United Kingdom

IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*

April 2023 Momentum Global Investment Management Crown Investments Management Acquisition

Momentum Global Investment Management has acquired Crown Agents Investment Management

United Kingdom

IMAS acted as the exclusive financial advisor to Crown Agents Bank*

April 2023 Acrisure Unilink Acquisition

Acrisure has acquired Unilink

Poland

MarshBerry served as the financial advisor to the buyer

March 2023 Arthur J. Gallagher & Co FE Protect Acquisition

Arthur J. Gallagher & Co. has acquired FE Protect

United Kingdom

IMAS acted as the exclusive financial advisor to AT Squared Holdings Limited (FE Protect)*

March 2023 Gilde Equity Management De Croes Adviesgroep Acquisition

Gilde Equity Management has acquired De Croes Adviesgroep

The Netherlands

MarshBerry served as the financial advisor to De Croes Adviesgroep

March 2023 Gilde Equity Management Velthuis Assurantien Acquisition

Gilde Equity Management has acquired Velthuis Assurantien 

The Netherlands

MarshBerry served as the financial advisor to Velthuis Assurantien

March 2023 Gilde Equity Management Holtkamp Assurantien Acquisition

Gilde Equity Management has acquired Holtkamp Assurantien

The Netherlands

MarshBerry served as the financial advisor to Holtkamp Assurantien

PROOF IS IN THE NUMBERS

#1 M&A Sell Side Advisor For Over 25 Years as Tracked by S&P Global Market Intelligence

Completed sell side transactions in Merger & Acquisition Transactions in Insurance Brokerage 1999–2023 in which a financial advisor was used; Ranked by Total Number of Deals as of 1/16/24.

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1,300
+
Total M&A Transactions Advised
135
+
Total M&A Transaction Advised in 2023
Since 2004
565
+
Diagnostic and Confirmatory Due Diligence Projects Completed
3,850
+
Valuations Completed Since Inception
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2012–2023
$28B
+
in Advised Transaction Value

These totals include certain transactions completed by MarshBerry professionals while employed at another firm, whereby substantially all of the assets were acquired by MarshBerry. Total completed buy and sell side transactions globally since 1999 as reported by S&P Global Market Intelligence. This data displays a snapshot at a particular point in time each year, of the total number of buy side and sell side deals as reported by S&P Global Market Intelligence. It has not been updated to reflect subsequent changes, if any.

Based upon maximum earn out value for deals closed; MarshBerry advised deals through 12/31/23.