Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services
MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services†
October 2022
Acquisition Hub International Limited has acquired Guide Insurance Services, Inc.
MarshBerry served as the financial advisor to Guide Insurance Services, Inc.†
October 2022
Acquisition Warner Pacific Insurance Services has acquired American Insurance Brokers, Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO
MarshBerry served as the financial advisor to UNICO†
October 2022 
Acquisition World Insurance Associates, LLC has acquired CDR Insurance Group Inc
MarshBerry served as the financial advisor to World Insurance Associates, LLC
October 2022
Acquisition PCF Insurance Services has acquired Paul’s Insurance Services, formerly a division of Paul’s Agency
MarshBerry served as the financial advisor to PCF Insurance
September 2022
Acquisition Alera Group, Inc. has acquired Greenhill Insurance Services
MarshBerry served as the financial advisor to Greenhill Insurance Services†
September 2022
Acquisition One80 Intermediaries, LLC has acquired C&M First Services, Inc.
MarshBerry served as the financial advisor to One80 Intermediaries, LLC
September 2022
Acquisition Alera Group, Inc. has acquired Arista Consulting Group
MarshBerry served as the financial advisor to Arista Consulting Group†
Toggle Transaction Details September 2022 Alera Group, Inc. has acquired Arista Consulting Group
MarshBerry served as the financial advisor to Arista Consulting Group†
Alera Group, Inc. has acquired Arista Consulting Group Buyer: Alera Group, Inc. Seller: Arista Consulting Group Closed Date: 9/12/2022 Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arista Consulting Group September 2022 
Acquisition World Insurance Associates, LLC has acquired Tarpey Insurance Group
MarshBerry served as the financial advisor to World Insurance Associates, LLC
September 2022
Acquisition Partners Group has invested in Foundation Risk Partners
MarshBerry served as the financial advisor to Foundation Risk Partners†
August 2022
Acquisition Scottish American has acquired Brookside General Insurance Services, Inc.
MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.†
August 2022
Acquisition Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC
MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC
August 2022
Acquisition Hub International Limited has acquired Grace & Porta Benefits
MarshBerry served as the financial advisor to Grace & Porta Benefits†
Toggle Transaction Details 8/1/2022 Hub International Limited has acquired Grace & Porta Benefits
MarshBerry served as the financial advisor to Grace & Porta Benefits†
Hub-Grace and Porta-01/2023 Buyer: Hub International Limited Seller: Grace and Porta Benefits Closed Date: 8/1/2022 Media: Goto HUB International MarshBerry Advisory Role: MarshBerry served as the financial advisor to Grace & Porta Benefits August 2022 
Acquisition World Insurance Associates, LLC has acquired Rush-Kent Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
August 2022
Acquisition Relation Insurance, Inc. has acquired Innovative Broker Services, LLC
MarshBerry served as the financial advisor to Innovative Broker Services, LLC†
July 2022
Acquisition Specialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry served as the financial advisor to ESP Brokerage LLC
July 2022 
Acquisition Hub International Limited has acquired Alexander & Company, Inc.
MarshBerry served as the financial advisor to Alexander & Company, Inc.†
July 2022 
Acquisition Alera Group, Inc. has acquired Noyle Johnson Insurance, Inc.
MarshBerry served as the financial advisor to Alera Group, Inc.
July 2022 
Acquisition PCF Insurance Services has acquired John E. Peakes Insurance Agency, Inc.
MarshBerry served as the financial advisor to John E. Peakes Insurance Agency, Inc.†
July 2022
Acquisition Investec Wealth & Investment has acquired Murray Asset Management
IMAS acted as the exclusive financial advisor to Murray Asset Management*
† Advisory services provided by MarshBerry Capital
