Transactions
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† Advisory services provided by MarshBerry Capital
The Hilb Group, LLC has acquired Clark & Lavey Benefits Solutions, Inc. MarshBerry was the financial advisor to Clark & Lavey Benefits Solutions, Inc.†
November 2021
Acquisition HSB has acquired MD Group of Companies
IMAS acted as the exclusive financial advisor to the MD Group of Companies*
November 2021
Acquisition Foundation Risk Partners has acquired a privately-held insurance agency in Florida
MarshBerry served as the financial advisor to the Seller
November 2021
Acquisition Risk Strategies has acquired Meeker Sharkey Associates, LLC MarshBerry was the financial advisor to Meeker Sharkey Associates, LLC
November 2021
Acquisition Alera Group, Inc. has acquired McSherry & Hudson, LLC MarshBerry was the financial advisor to McSherry & Hudson, LLC
November 2021
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California MarshBerry was the financial advisor to the Seller
October 2021
Acquisition Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc. MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021 
Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
October 2021
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
Acquisition PCF Insurance Services has acquired Magellan HCM MarshBerry was the financial advisor to PCF Insurance Services
October 2021
Acquisition BRP Group, Inc. has acquired AURA Holdings, LLC MarshBerry was the financial advisor to AURA Holdings, LLC
October 2021 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. has acquired American Union Risk Associates, LLC MarshBerry was the financial advisor to American Union Risk Associates, LLC
October 2021 
Acquisition An Undisclosed Buyer has acquired Executive Perils, Inc. MarshBerry was the financial advisor to Executive Perils, Inc.
October 2021
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 has invested in Patriot Growth Insurance Services, LLC
MarshBerry was a financial advisor to Patriot Growth Insurance Services, LLC
October 2021 
Acquisition Acrisure, LLC has acquired Lezam & Associates, LLC MarshBerry was the financial advisor to Lezam & Associates, LLC†
October 2021 
Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc. MarshBerry was the financial advisor to Gerardi Insurance Services, Inc.
October 2021 
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
Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC MarshBerry was the financial advisor to Alpharetta Underwriters, LLC
† Advisory services provided by MarshBerry Capital
