Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition BRP Group, Inc. has acquired RogersGray, Inc. MarshBerry was the financial adviser to RogersGray, Inc.†
June 2021
Acquisition AssuredPartners, Inc. has acquired Sterling Insurance Group
MarshBerry was the financial adviser to Sterling Insurance Group
June 2021
Acquisition Abry Partners has invested in Socius Insurance Services, Inc. MarshBerry was the financial adviser to Socius Insurance Services, Inc.†
June 2021
Acquisition Oakbridge Insurance Agency, LLC has acquired Pittman Insurance Group, LLC MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC
May 2021
Acquisition Keystone Agency Investors has acquired The Yurconic Agency MarshBerry was the financial adviser to Keystone Agency Investors
May 2021
Acquisition Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
IMAS acted as the exclusive financial advisor to Mattioli Woods plc*
May 2021
Acquisition Alera Group, Inc. has acquired Lamb Insurance Services MarshBerry was financial adviser to Alera Group, Inc.
May 2021
Acquisition Hub International Limited has acquired Ion Insurance Corporation MarshBerry was financial adviser to Hub International Limited
May 2021 
Acquisition Hub International Limited has acquired Conover Insurance Services, LLC MarshBerry was financial adviser to Conover Insurance Services, LLC†
May 2021 
Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc. MarshBerry was financial adviser to Direct Benefits, Inc.†
April 2021
Acquisition PCF Insurance Services has acquired Hale & Associates MarshBerry was the financial adviser to PCF Insurance Services
April 2021 
Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC MarshBerry was financial adviser to Alera Group, Inc.
April 2021
Acquisition The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida MarshBerry was financial adviser to The Liberty Company Insurance Brokers
April 2021 
Acquisition Hub International Limited has acquired Wyoming Financial Insurance MarshBerry was financial adviser to Hub International Limited
April 2021
Acquisition General Indemnity Group has acquired a privately-held insurance agency in Ohio MarshBerry was the financial adviser to the Seller
April 2021 
Acquisition Alera Group, Inc. has acquired Boston Benefit Partners, LLC MarshBerry was financial adviser to Boston Benefit Partners, LLC
April 2021
Acquisition INSURICA has acquired Oklahoma Business Insurors Agency, LLC MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC†
March 2021
Acquisition J.M. Glendinning Limited has acquired Nowell & Richards Insurance Services Limited
IMAS acted as the exclusive financial advisor to Nowell & Richards Insurance Services Limited*
March 2021
Acquisition Clear Insurance Management has acquired Luker Rowe & Co
IMAS acted as the exclusive financial advisor to Luker Rowe & Co*
March 2021
Acquisition The Hilb Group, LLC has acquired Star Insurance Agency MarshBerry was financial adviser to The Hilb Group, LLC
† Advisory services provided by MarshBerry Capital
