Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLC
Toggle Transaction Details December 2022 Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hilb Group, LLC
Hilb Group, LLC has acquired OceanPoint Insurance Agency, Inc. Buyer: Hilb Group, LLC Seller: OceanPoint Insurance Agency, Inc. Closed Date: 12/26/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hilb Group, LLC December 2022
Acquisition Alera Group, Inc has acquired Collective Choice Insurance Solutions
MarshBerry served as the financial advisor to the Alera Group, Inc.
December 2022
Acquisition World Insurance Associates, LLC has acquired Future Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLC
December 2022
Acquisition Hub International Limited has acquired Invensure Insurance Brokers
MarshBerry served as the financial advisor to Invensure Insurance Brokers†
November 2022
Acquisition PCF Insurance Services has acquired Voluntary Benefits at Work
MarshBerry served as the financial advisor to PCF Insurance Services
November 2022
Acquisition Hilb Group, LLC has acquired Sharpline Insurance Brokerage, LLC
MarshBerry served as the financial advisor to Hilb Group, LLC
November 2022
Acquisition Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Toggle Transaction Details November 2022 Relation Insurance Services, Inc. has acquired Garrity Insurance
MarshBerry served as the financial advisor to Garrity Insurance†
Relation Insurance Services, Inc. has acquired Garrity Insurance Buyer: Relation Insurance Services, Inc. Seller: Garrity Insurance Closed Date: 11/1/2022 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Garrity Insurance November 2022 
Acquisition Alera Group, Inc. has acquired a book of business from a privately held insurance agency in New Jersey
MarshBerry served as the financial advisor to the Seller†
November 2022
Acquisition 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. 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 LLC has acquired Catapult Insurance Solutions
MarshBerry served as the financial advisor to Catapult Insurance Solutions†
November 2022
Acquisition Ryan Specialty Group has acquired Centurion Liability Insurance Services
MarshBerry served as the financial advisor to Ryan Specialty Group
November 2022
Acquisition pib Group has acquired Jigsaw Insurance Services Plc
IMAS acted as the Rule 3 advisor to Jigsaw Insurance Services Plc*
November 2022 
Acquisition Hub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2022 Hub International Limited has acquired Bridgecreek Investment Management, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Bridgecreek Investment Management, LLC Buyer: Hub International Limited Seller: Bridgecreek Investment Management, LLC Closed Date: 11/1/2022 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2022 
World Insurance Associates, LLC has acquired Thorson Insurance Services
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details November 2022 World Insurance Associates, LLC has acquired Thorson Insurance Services
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired Thorson Insurance Services Buyer: World Insurance Associates LLC Seller: Thorson Insurance Services Closed Date: 11/7/2022 Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC October 2022
ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc.
MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.†
October 2022
Acquisition RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group
MarshBerry served as the financial advisor to Wallace Specialty Insurance Group†
October 2022 
Acquisition Alera Group, Inc. has acquired Murray Insurance Agency
MarshBerry served as the financial advisor to Alera Group, Inc.
October 2022 Acquisition RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services
MarshBerry served as the financial advisor to Relation Insurance Services†
Toggle Transaction Details October 2022 RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services
MarshBerry served as the financial advisor to Relation Insurance Services†
RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services Buyer: RSC Insurance Brokerage, Inc. Seller: Relation Insurance Services Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Relation Insurance Services October 2022 
Acquisition Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.
MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.†
Toggle Transaction Details October 2022 Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.
MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.†
Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc. Buyer: Alera Group, Inc. Seller: Haylor, Freyer & Coon, Inc. Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc. October 2022
Merger C3 Risk & Insurance Services has merged with B. Wood Insurance
MarshBerry served as the financial advisor for both agencies
† Advisory services provided by MarshBerry Capital
