Transactions
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Explore All MarshBerry Transactions
![IMA Financial Group](https://www.marshberry.com/wp-content/uploads/2024/07/IMA-Financial-Group-300x165.png)
![FC Capital Partners](https://www.marshberry.com/wp-content/uploads/2024/07/FC-Capital-Partners-300x78.png)
IMA Financial Group has acquired FC Capital Partners and related subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners
Toggle Transaction Details July 2024![IMA Financial Group](https://www.marshberry.com/wp-content/uploads/2024/07/IMA-Financial-Group-300x165.png)
![FC Capital Partners](https://www.marshberry.com/wp-content/uploads/2024/07/FC-Capital-Partners-300x78.png)
IMA Financial Group has acquired FC Capital Partners and related subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners
IMA Financial Group has acquired FC Capital Partners and related subsidiaries Buyer: IMA Financial Group Seller: FC Capital Partners Closed Date: 07/02/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FC Capital Partners July 2024![Sunstar Insurance Group, LLC](https://www.marshberry.com/wp-content/uploads/2024/07/Sunstar-Insurance-Group-LLC-300x110.png)
![Renasant Insurance, Inc.](https://www.marshberry.com/wp-content/uploads/2024/07/Renasant-Insurance-300x91.png)
Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Toggle Transaction Details July 2024![Sunstar Insurance Group, LLC](https://www.marshberry.com/wp-content/uploads/2024/07/Sunstar-Insurance-Group-LLC-300x110.png)
![Renasant Insurance, Inc.](https://www.marshberry.com/wp-content/uploads/2024/07/Renasant-Insurance-300x91.png)
Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired Renasant Insurance, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Renasant Insurance, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC July 2024![Specialty Program Group, LLC](https://www.marshberry.com/wp-content/uploads/2023/11/SPGlogo2023-300x38.png)
![Commercial Sector Insurance Brokers](https://www.marshberry.com/wp-content/uploads/2024/07/Commercial-Sector.jpg)
Specialty Program Group, LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers
Toggle Transaction Details July 2024![Specialty Program Group, LLC](https://www.marshberry.com/wp-content/uploads/2023/11/SPGlogo2023-300x38.png)
![Commercial Sector Insurance Brokers](https://www.marshberry.com/wp-content/uploads/2024/07/Commercial-Sector.jpg)
Specialty Program Group, LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers
Specialty Program Group, LLC has acquired Commercial Sector Insurance Brokers Buyer: Specialty Program Group, LLC Seller: Commercial Sector Insurance Brokers Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers June 2024![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2024/03/AJG-1-300x92.png)
![Cornerstone Commercial & Personal Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/Cornerstone-Commercial-Personal-Insurance-Services-Inc.png)
Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.
MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.
Toggle Transaction Details June 2024![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2024/03/AJG-1-300x92.png)
![Cornerstone Commercial & Personal Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/Cornerstone-Commercial-Personal-Insurance-Services-Inc.png)
Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc.
MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc.
Arthur J. Gallagher & Co. has acquired Cornerstone Commercial & Personal Insurance Services, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Cornerstone Commercial & Personal Insurance Services, Inc. Closed Date: 06/28/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Cornerstone Commercial & Personal Insurance Services, Inc. June 2024![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2024/03/AJG-1-300x92.png)
![OperationsInc, LLC & The HR Roundtable, LLC](https://www.marshberry.com/wp-content/uploads/2024/06/Operation_HR-Roundtable-2-300x215.jpg)
Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC
MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC
Toggle Transaction Details June 2024![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2024/03/AJG-1-300x92.png)
![OperationsInc, LLC & The HR Roundtable, LLC](https://www.marshberry.com/wp-content/uploads/2024/06/Operation_HR-Roundtable-2-300x215.jpg)
Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC
MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC
Arthur J. Gallagher & Co. has acquired OperationsInc, LLC & The HR Roundtable, LLC Buyer: Arthur J. Gallagher & Co. Seller: OperationsInc, LLC & The HR Roundtable, LLC Closed Date: 06/21/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to OperationsInc, LLC & The HR Roundtable, LLC June 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Combined HCM](https://www.marshberry.com/wp-content/uploads/2024/06/Combined-Benefits-Inc-300x44.png)
Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM.
Toggle Transaction Details June 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Combined HCM](https://www.marshberry.com/wp-content/uploads/2024/06/Combined-Benefits-Inc-300x44.png)
Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc.
MarshBerry served as the financial advisor to Combined HCM.
Hub International Limited has acquired the assets of Combined Benefits, Inc., Combined Commercial Insurance Services LLC., and Combined Employer Services Inc. Buyer: Hub International Limited Seller: Combined HCM Closed Date: 06/04/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Combined HCM June 2024![Keystone Agency Partners](https://www.marshberry.com/wp-content/uploads/2024/06/Keystone-Agency-Partners-300x157.jpg)
![The Paladin Group](https://www.marshberry.com/wp-content/uploads/2024/06/The-Paladin-Group.png)
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Toggle Transaction Details June 2024![Keystone Agency Partners](https://www.marshberry.com/wp-content/uploads/2024/06/Keystone-Agency-Partners-300x157.jpg)
![The Paladin Group](https://www.marshberry.com/wp-content/uploads/2024/06/The-Paladin-Group.png)
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group Buyer: Keystone Agency Partners Seller: The Paladin Group Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Keystone Agency Partners 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
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 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
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![High Street Insurance Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/High-Street-Partners-300x158.png)
![Hoaster Gebhard & Co.](https://www.marshberry.com/wp-content/uploads/2024/04/Hoaster-Gebhard-Co.-Insurance-300x158.png)
High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.
MarshBerry served as the financial advisor to Hoaster Gebhard & Co.
Toggle Transaction Details March 2024![High Street Insurance Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/High-Street-Partners-300x158.png)
![Hoaster Gebhard & Co.](https://www.marshberry.com/wp-content/uploads/2024/04/Hoaster-Gebhard-Co.-Insurance-300x158.png)
High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.
MarshBerry served as the financial advisor to Hoaster Gebhard & Co.
High Street Insurance Partners, Inc. has acquired Hoaster Gebhard & Co. Buyer: High Street Insurance Partners, Inc. Seller: Hoaster Gebhard & Co. Closed Date: 03/07/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hoaster Gebhard & Co. 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