Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Risk Strategies has acquired Danna-Gracey MarshBerry was the financial adviser to Risk Strategies
August 2021
Acquisition PCF Insurance Services has acquired Levi & Associates Insurance MarshBerry was financial adviser to PCF Insurance Services
August 2021
Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc. MarshBerry was the financial adviser to World Insurance Associates, LLC
August 2021
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
Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts MarshBerry was financial adviser to Alera Group, Inc.
July 2021 
Acquisition PCF Insurance Services has acquired Gordon Insurance MarshBerry was financial adviser to Gordon Insurance
July 2021
Acquisition Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York MarshBerry was financial adviser to the Seller
July 2021 
Acquisition PCF Insurance Services has acquired Rice Insurance, LLC MarshBerry was financial adviser to Rice Insurance, LLC†
July 2021
Acquisition The Hilb Group, LLC has acquired Braddon Insurance Advisors MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
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 
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 
Acquisition The Hilb Group, LLC has acquired Harvey Insurance Agency, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021
Acquisition Scottish American has acquired FastComp.com, LLC MarshBerry was the financial adviser to FastComp.com, LLC†
July 2021 
Acquisition The Hilb Group, LLC has acquired Ronnie Shriner Insurance Agency, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition Scottish American has acquired Kaliff Insurance MarshBerry was the financial adviser to Kaliff Insurance†
July 2021 
Acquisition The Hilb Group, LLC has acquired Easley Hendrick Insurance & Financial MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition The Hilb Group, LLC has acquired Mayo Insurance Agency, Inc. MarshBerry was the financial adviser to The Hilb Group, LLC
July 2021 
Acquisition Alera Group, Inc has acquired New England Benefits Company MarshBerry served as financial adviser to Alera Group, Inc.
July 2021
Acquisition Keystone Agency Investors has acquired Árachas Group, LLC MarshBerry was the financial adviser to Keystone Agency Investors
July 2021 
Acquisition Scottish American has acquired Universal Insurance Group MarshBerry was the financial adviser to Scottish American
† Advisory services provided by MarshBerry Capital
