Transactions
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† Advisory services provided by MarshBerry Capital
World Insurance Associates, LLC has acquired Rush-Kent Insurance
MarshBerry served as the financial advisor to World Insurance Associates, LLC
August 2022 AcquisitionRelation Insurance, Inc. has acquired Innovative Broker Services, LLC
MarshBerry served as the financial advisor to Innovative Broker Services, LLC†
July 2022 AcquisitionSpecialty Program Group LLC has acquired ESP Brokerage LLC
MarshBerry served as the financial advisor to ESP Brokerage LLC
July 2022 AcquisitionHub International Limited has acquired Alexander & Company, Inc.
MarshBerry served as the financial advisor to Alexander & Company, Inc.†
July 2022 AcquisitionAlera Group, Inc. has acquired Noyle Johnson Insurance, Inc.
MarshBerry served as the financial advisor to Alera Group, Inc.
July 2022 AcquisitionPCF 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 AcquisitionInvestec Wealth & Investment has acquired Murray Asset Management
IMAS acted as the exclusive financial advisor to Murray Asset Management*
July 2022 AcquisitionCover Genius Holdings Pty Limited has acquired Booking Projects Limited
IMAS acted as the exclusive financial advisor to Booking Project Limited*
July 2022 AcquisitionHurst Point Group has acquired Metis Wealth Limited and Metis Asset Management Limited
IMAS acted as the exclusive financial advisor to Metis Wealth Limited and Metis Wealth Management Limited*
July 2022 AcquisitionGlobal Risk Partners has acquired First Insurance Solutions Ltd
IMAS acted as the exclusive financial advisor to First Insurance Solutions Ltd*
June 2022 AcquisitionPatriot Growth Insurance Services, LLC has acquired BMT Insurance Advisors
MarshBerry served as the financial advisor to BMT Insurance Advisors†
June 2022 AcquisitionClear Insurance Management has acquired ProAktive
IMAS acted as the exclusive financial advisor to ProAktive*
June 2022 AcquisitionHawksmoore Group Limited has acquired Gore Browne Investment Management
IMAS acted as the exclusive financial advisor to Gore Browne Investment Management Limited*
June 2022 AcquisitionMarsh & McLennan Agency, LLC has acquired Clark Insurance
MarshBerry served as the financial advisor to Clark Insurance†
May 2022 AcquisitionOne80 Intermediaries, LLC has acquired VFIS of North Carolina
MarshBerry served as the financial advisor to One80 Intermediaries, LLC
May 2022 Acquisition Brown & Brown, Inc. has acquired Claim Technologies IncorporatedMarshBerry served as the financial advisor to Claim Technologies Incorporated†
May 2022 AcquisitionField Pros Direct has acquired Dineley Claims Services, Inc.
MarshBerry served as the financial advisor to Dineley Claims Services, Inc.†
May 2022 AcquisitionPatriot Growth Insurance Services, LLC has acquired EXUDE Benefits, LLC
MarshBerry served as the financial advisor to EXUDE Benefits, LLC
May 2022 Acquisition Specialty Program Group LLC has acquired Jones Birdsong, LLCMarshBerry served as the financial advisor to Jones Birdsong, LLC†
May 2022 Acquisition Patriot Growth Insurance Services, LLC has acquired PFG Benefits, Inc.MarshBerry served as the financial advisor to PFG Benefits, Inc.†
† Advisory services provided by MarshBerry Capital