Transactions

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Explore All MarshBerry Transactions

*IMAS Corporate Finance LLP has been acquired by MarshBerry
September 2021 Oakbridge Insurance Agency, LLC Snider Killingworth Insurance & Risk Management Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management

MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC

September 2021 PIB Group JRT Insurance Brokers Acquisition

PIB Group has acquired JRT Insurance Brokers

IMAS acted as the exclusive financial advisor to JRT Insurance Brokers*

September 2021 PCF Insurance Services a privately-held insurance agency in Utah Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah

MarshBerry was financial adviser to the Seller

September 2021 PCF Insurance Services Good's Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc.

MarshBerry was financial adviser to Good’s Insurance Agency, Inc.

September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

September 2021 Marsh McLennan Agency Vaaler Insurance, Inc. Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc.

MarshBerry was the financial adviser to Vaaler Insurance, Inc.

August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners

August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

August 2021 PCF Insurance Services Levi & Associates Insurance Acquisition PCF Insurance Services has acquired Levi & Associates Insurance

MarshBerry was financial adviser to PCF Insurance Services

August 2021 World Insurance Associates, LLC Governor Insurance Agency, Inc. Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.

MarshBerry was the financial adviser to World Insurance Associates, LLC

August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group

July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

July 2021 PCF Insurance Services Gordon Insurance Acquisition PCF Insurance Services has acquired Gordon Insurance

MarshBerry was financial adviser to Gordon Insurance

July 2021 Bolt Solutions, Inc. a privately-held insurance agency in New York Acquisition Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York

MarshBerry was financial adviser to the Seller

July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC

July 2021 The Hilb Group, LLC Braddon Insurance Advisors Acquisition The Hilb Group, LLC has acquired Braddon Insurance Advisors

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 The Hilb Group, LLC Keith Ghaphery Insurance and Associates, Inc. Acquisition The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 The Hilb Group, LLC Ryan Harris Insurance and Financial Services, Inc. Acquisition The Hilb Group, LLC has acquired Ryan Harris Insurance and Financial Services, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 The Hilb Group, LLC Harvey Insurance Agency, Inc. Acquisition The Hilb Group, LLC has acquired Harvey Insurance Agency, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

*IMAS Corporate Finance LLP has been acquired by MarshBerry