Transactions

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Explore All MarshBerry Transactions

*IMAS Corporate Finance LLP has been acquired by MarshBerry
October 2021 Higginbotham Insurance Agency, Inc. Financial Benefit Services, Inc. Acquisition Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

October 2021 Higginbotham Insurance Agency, Inc. MGM Benefits Group Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

October 2021 Gallagher Holdings (UK) Limited Manchester Underwriting Agencies Limited Acquisition

Gallagher Holdings (UK) Limited has acquired Manchester Underwriting Agencies Limited 

IMAS acted as the exclusive financial advisor to Manchester Underwriting Agencies Limited*

October 2021 PCF Insurance Services Magellan HCM Acquisition PCF Insurance Services has acquired Magellan HCM

MarshBerry was the financial advisor to PCF Insurance Services

October 2021 BRP Group, Inc. AURA Holdings, LLC Acquisition BRP Group, Inc. has acquired AURA Holdings, LLC

MarshBerry was the financial advisor to AURA Holdings, LLC

October 2021 BRP Group, Inc. American Union Risk Management, LLC Acquisition BRP Group, Inc. has acquired American Union Risk Management, LLC

MarshBerry was the financial advisor to American Union Risk Management, LLC

October 2021 BRP Group, Inc. American Union Risk Associates, LLC BRP Group, Inc. has acquired American Union Risk Associates, LLC

MarshBerry was the financial advisor to American Union Risk Associates, LLC

October 2021 An Undisclosed Buyer Executive Perils, Inc. Acquisition An Undisclosed Buyer has acquired Executive Perils, Inc.

MarshBerry was the financial advisor to Executive Perils, Inc.

October 2021 Heffernan Insurance Brokers Reid Group Enterprises, Inc. dba twentytwenty Insurance Services Acquisition Heffernan Insurance Brokers has acquired Reid Group Enterprises, Inc. dba twentytwenty Insurance Services

MarshBerry was the financial adviser to Reid Group Enterprises, Inc. dba twentytwenty Insurance Services

October 2021 GI Partners L.P Patriot Growth Insurance Services, LLC

GI Partners L.P has invested in Patriot Growth Insurance Services, LLC

MarshBerry was a financial advisor to Patriot Growth Insurance Services, LLC

October 2021 Acrisure, LLC Lezam & Associates, LLC Acquisition Acrisure, LLC has acquired Lezam & Associates, LLC

MarshBerry was the financial advisor to Lezam & Associates, LLC

October 2021 The Hilb Group, LLC Gerardi Insurance Services, Inc. Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc.

MarshBerry was the financial advisor to Gerardi Insurance Services, Inc.

October 2021 BRP Group, Inc. Whitehill Plaza, Inc. dba K&S Insurance Agency Acquisition BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance Agency

MarshBerry was the financial advisor to Whitehill Plaza, Inc. dba K&S Insurance Agency

October 2021 Venbrook Group, LLC Alpharetta Underwriters, LLC Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC

MarshBerry was the financial advisor to Alpharetta Underwriters, LLC

October 2021 Specialty Program Group, LLC CM&F Group, Inc. Acquisition Specialty Program Group, LLC has acquired CM&F Group, Inc.

MarshBerry was the financial advisor to CM&F Group, Inc.

October 2021 Alera Group, Inc. Blue Communications Agency, Inc. Acquisition Alera Group, Inc. has acquired Blue Communications Agency, Inc.

MarshBerry was the financial advisor to Blue Communications Agency, Inc.

October 2021 Hub International Limited Jerry Baird Insurance Agency & Baird Crop Insurance Agency Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency

MarshBerry was financial advisor to Jerry Baird Insurance Agency & Baird Crop Insurance Agency

October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.

September 2021 PCF Insurance Services Gimlin & Udy Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc.

MarshBerry was financial adviser to PCF Insurance Services

September 2021 DOXA Insurance Holdings, LLC all assets of  Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services

*IMAS Corporate Finance LLP has been acquired by MarshBerry