Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
The GrECo Group has invested in Comergon The Netherlands MarshBerry served as the financial advisor to Comergon
December 2024
Acquisition Foundation Risk Partners has acquired a California-Based Business MarshBerry served as the financial advisor to the Seller†
December 2024
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Toggle Transaction Details 12/31/24 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. Buyer: Wealth Enhancement Group, LLC Seller: VanceGray Wealth Management, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.† December 2024
Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†
Toggle Transaction Details 12/6/24 Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†
Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Sheila J. Butler & Company, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.† December 2024
Choice Financial Group, LLC has acquired Employee Benefits of Virginia MarshBerry served as the financial advisor to Choice Financial Group, LLC
Toggle Transaction Details 12/13/2024 Choice Financial Group, LLC has acquired Employee Benefits of Virginia MarshBerry served as the financial advisor to Choice Financial Group, LLC
Choice Financial Group, LLC has acquired Employee Benefits of Virginia Buyer: Choice Financial Group, LLC Seller: Employee Benefits of Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Choice Financial Group, LLC December 2024
The Hilb Group, LLC has acquired a Texas-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
December 2024
Acquisition MFM Holding LTD has acquired Willis Owen Limited MarshBerry served as the financial advisor to Willis Owen Limited
December 2024
Acquisition Alliant Insurance Services, Inc. has acquired Union First Insurance Solutions MarshBerry served as the financial advisor to Union First Insurance Solutions†
November 2024
Acquisition HUB International Limited has acquired Global Ag Risk Solutions MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details 11/18/24 HUB International Limited has acquired Global Ag Risk Solutions MarshBerry served as the financial advisor to Hub International Limited
HUB International Limited has acquired Global Ag Risk Solutions Buyer: HUB International Limited Seller: Global Ag Risk Solutions MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2024
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†
Toggle Transaction Details 11/2024 Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims Buyer: Brightstone Specialty Group Seller: DMI Insurance Services and South Valley Claims MarshBerry Advisory Role: MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims† November 2024
Specialist Risk Group Limited has acquired One Claim Limited MarshBerry served as the financial advisor to One Claim Limited
November 2024
Inszone Insurance Services, Inc. has acquired The Insurance Loft MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
November 2024
Acquisition Hub International Limited has acquired R.K. Gore & Associates
MarshBerry served as the financial advisor to R.K. Gore & Associates†
Toggle Transaction Details November 2024 Hub International Limited has acquired R.K. Gore & Associates
MarshBerry served as the financial advisor to R.K. Gore & Associates†
Hub International Limited has acquired R.K. Gore & Associates Buyer: Hub International Limited Seller: R.K. Gore & Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to R.K. Gore & Associates† November 2024 
HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association MarshBerry served as the financial advisor to Western Growers Association†
Toggle Transaction Details 11/4/24 HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association MarshBerry served as the financial advisor to Western Growers Association†
HUB International Limited has acquired Western Growers Insurance Service Buyer: HUB International Limited Seller: Western Growers Insurance Service, a subsidiary of Western Growers Association. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Western Growers Association† November 2024 
Acquisition The Hilb Group, LLC has acquired a Louisiana-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details November 2024 The Hilb Group, LLC has acquired a Louisiana-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired a Louisiana-Based Business Buyer: The Hilb Group, LLC Seller: Louisiana-Based Business MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC November 2024 
Acquisition HUB International Limited has acquired Legacy Planning Partners MarshBerry served as the financial advisor to Legacy Planning Partners†
October 2024
Acquisition Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Toggle Transaction Details October 2024 Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Signers National LLC has acquired TRX Insurance Services, Inc. Buyer: Signers National LLC Seller: TRX Insurance Services, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to TRX Insurance Services, Inc. October 2024 
Arthur J. Gallagher & Co. has acquired Adept Benefits MarshBerry served as the financial advisor to Adept Benefits†
October 2024
Acquisition Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Toggle Transaction Details October 2024 Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Connection Capital has acquired Hood Group Limited Buyer: Connection Capital Seller: Hood Group Limited MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hood Group Limited October 2024
Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited
MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited
† Advisory services provided by MarshBerry Capital
