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![Keystone Agency Partners](https://www.marshberry.com/wp-content/uploads/2024/06/Keystone-Agency-Partners-300x157.jpg)
![The Paladin Group](https://www.marshberry.com/wp-content/uploads/2024/06/The-Paladin-Group.png)
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Toggle Transaction Details June 2024![Keystone Agency Partners](https://www.marshberry.com/wp-content/uploads/2024/06/Keystone-Agency-Partners-300x157.jpg)
![The Paladin Group](https://www.marshberry.com/wp-content/uploads/2024/06/The-Paladin-Group.png)
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group
MarshBerry served as the financial advisor to Keystone Agency Partners
Keystone Agency Partners has acquired the assets of Schatz Enterprises, LLC d/b/a The Paladin Group Buyer: Keystone Agency Partners Seller: The Paladin Group Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Keystone Agency Partners June 2024![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![German American Bancorp, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/German-American-Bancorp-Inc-3.png)
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details June 2024![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![German American Bancorp, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/German-American-Bancorp-Inc-3.png)
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc.
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired German American Insurance from German American Bancorp, Inc. Buyer: The Hilb Group, LLC Seller: German American Bancorp, Inc. Closed Date: 06/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC June 2024![Amerilife](https://www.marshberry.com/wp-content/uploads/2024/06/Amerilife-300x158.jpg)
![Succession Capital Alliance](https://www.marshberry.com/wp-content/uploads/2024/06/Succession-Capital-Alliance.jpg)
Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance
Toggle Transaction Details June 2024![Amerilife](https://www.marshberry.com/wp-content/uploads/2024/06/Amerilife-300x158.jpg)
![Succession Capital Alliance](https://www.marshberry.com/wp-content/uploads/2024/06/Succession-Capital-Alliance.jpg)
Amerilife has acquired Succession Capital Alliance
MarshBerry served as the financial advisor to Succession Capital Alliance
Amerilife has acquired Succession Capital Alliance Buyer: Amerilife Seller: Succession Capital Alliance Closed Date: 06/03/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Succession Capital Alliance June 2024![Sunstar Insurance Group, LLC](https://www.marshberry.com/wp-content/uploads/2024/07/Sunstar-Insurance-Group-LLC-300x110.png)
![Blumberg & Associates, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/Blumberg-Associates-Inc-300x94.png)
Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Toggle Transaction Details June 2024![Sunstar Insurance Group, LLC](https://www.marshberry.com/wp-content/uploads/2024/07/Sunstar-Insurance-Group-LLC-300x110.png)
![Blumberg & Associates, Inc.](https://www.marshberry.com/wp-content/uploads/2024/06/Blumberg-Associates-Inc-300x94.png)
Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc.
MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC
Sunstar Insurance Group, LLC has acquired Blumberg & Associates, Inc. Buyer: Sunstar Insurance Group, LLC Seller: Blumberg & Associates, Inc. Closed Date: 06/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sunstar Insurance Group, LLC May 2024![Wealthspire Advisors LLC](https://www.marshberry.com/wp-content/uploads/2024/05/Wealthspire-logo-300x35.png)
![Walden Wealth Partners, LLC](https://www.marshberry.com/wp-content/uploads/2024/05/walden-logo-300x74.png)
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC
Toggle Transaction Details May 2024![Wealthspire Advisors LLC](https://www.marshberry.com/wp-content/uploads/2024/05/Wealthspire-logo-300x35.png)
![Walden Wealth Partners, LLC](https://www.marshberry.com/wp-content/uploads/2024/05/walden-logo-300x74.png)
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC
MarshBerry served as the financial advisor to Walden Wealth Partners, LLC
Wealthspire Advisors LLC has acquired Walden Wealth Partners, LLC Buyer: Wealthspire Advisors LLC Seller: Walden Wealth Partners, LLC Closed Date: 05/31/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Walden Wealth Partners, LLC May 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Merriwether & Williams Insurance Services](https://www.marshberry.com/wp-content/uploads/2024/05/Merriwether-Williams-Insurance-Services-300x51.jpg)
Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services
Toggle Transaction Details May 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Merriwether & Williams Insurance Services](https://www.marshberry.com/wp-content/uploads/2024/05/Merriwether-Williams-Insurance-Services-300x51.jpg)
Hub International Limited has acquired Merriwether & Williams Insurance Services
MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services
Hub International Limited has acquired Merriwether & Williams Insurance Services Buyer: Hub International Limited Seller: Merriwether & Williams Insurance Services Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Merriwether & Williams Insurance Services April 2024![bswift](https://www.marshberry.com/wp-content/uploads/2024/04/bswift-1-300x130.png)
![Davis & Company](https://www.marshberry.com/wp-content/uploads/2024/04/Davis-Company.jpg)
bswift has acquired Davis & Company
MarshBerry served as the financial advisor to Davis & Company
Toggle Transaction Details April 2024![bswift](https://www.marshberry.com/wp-content/uploads/2024/04/bswift-1-300x130.png)
![Davis & Company](https://www.marshberry.com/wp-content/uploads/2024/04/Davis-Company.jpg)
bswift has acquired Davis & Company
MarshBerry served as the financial advisor to Davis & Company
bswift has acquired Davis & Company Buyer: bswift Seller: Davis & Company Closed Date: 4/12/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Davis & Company April 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Sale Insurance Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/Sale-Insurance-Agency-Inc.png)
Hub International Limited has acquired Sale Insurance Agency, Inc.
MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.
Toggle Transaction Details April 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Sale Insurance Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/Sale-Insurance-Agency-Inc.png)
Hub International Limited has acquired Sale Insurance Agency, Inc.
MarshBerry served as the financial advisor to Sale Insurance Agency, Inc.
Hub International Limited has acquired Sale Insurance Agency, Inc. Buyer: Hub International Limited Seller: Sale Insurance Agency, Inc. Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sale Insurance Agency, Inc. April 2024![Higginbotham & Associates, Inc.](https://www.marshberry.com/wp-content/uploads/2022/01/Higginbotham_Logo.jpg)
![Eagan Insurance Agency, LLC](https://www.marshberry.com/wp-content/uploads/2024/04/Eagan_logo-300x147.png)
Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC
MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC
Toggle Transaction Details April 2024![Higginbotham & Associates, Inc.](https://www.marshberry.com/wp-content/uploads/2022/01/Higginbotham_Logo.jpg)
![Eagan Insurance Agency, LLC](https://www.marshberry.com/wp-content/uploads/2024/04/Eagan_logo-300x147.png)
Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC
MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC
Higginbotham & Associates, Inc. has acquired Eagan Insurance Agency, LLC Buyer: Higginbotham & Associates, Inc. Seller: Eagan Insurance Agency, LLC Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Eagan Insurance Agency, LLC April 2024![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![HealthSure Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/HealthSure-Insurance-Services-Inc-300x80.png)
Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.
MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.
Toggle Transaction Details April 2024![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![HealthSure Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/HealthSure-Insurance-Services-Inc-300x80.png)
Alera Group, Inc. has acquired HealthSure Insurance Services, Inc.
MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc.
Alera Group, Inc. has acquired HealthSure Insurance Services, Inc. Buyer: Alera Group, Inc. Seller: HealthSure Insurance Services, Inc. Closed Date: 04/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to HealthSure Insurance Services, Inc. April 2024![Alkeme Insurance](https://www.marshberry.com/wp-content/uploads/2023/03/ALKEME-logo-lg-300x40.png)
![Ralph Weiner & Associates, LLC](https://www.marshberry.com/wp-content/uploads/2024/05/Ralph-Weiner-and-Associates-Logo-500-300x47.png)
Alkeme Insurance has acquired Ralph Weiner & Associates, LLC
MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC
Toggle Transaction Details April 2024![Alkeme Insurance](https://www.marshberry.com/wp-content/uploads/2023/03/ALKEME-logo-lg-300x40.png)
![Ralph Weiner & Associates, LLC](https://www.marshberry.com/wp-content/uploads/2024/05/Ralph-Weiner-and-Associates-Logo-500-300x47.png)
Alkeme Insurance has acquired Ralph Weiner & Associates, LLC
MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC
Alkeme Insurance has acquired Ralph Weiner & Associates, LLC Buyer: Alkeme Insurance Seller: Ralph Weiner & Associates, LLC Closed Date: 04/01/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Ralph Weiner & Associates, LLC March 2024![Seven Investment Management](https://www.marshberry.com/wp-content/uploads/2024/03/Seven-Investment-Management-300x178.jpg)
![Eastcote Wealth Management](https://www.marshberry.com/wp-content/uploads/2024/03/eastcote.jpg)
Seven Investment Management has acquired Eastcote Wealth Management
MarshBerry International acted as the exclusive financial advisor to Eastcote Wealth Management
March 2024![Hg Capital](https://www.marshberry.com/wp-content/uploads/2024/03/HG-1-300x145.png)
![induver and Clover](https://www.marshberry.com/wp-content/uploads/2024/03/INDUVERCLOVER-_Logos.jpg)
Hg Capital has invested in induver and Clover
MarshBerry International served as the financial advisor to induver
March 2024![Highstreet Insurance Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/High-Street-Partners-300x158.png)
![Hoaster Gebhard & Co.](https://www.marshberry.com/wp-content/uploads/2024/04/Hoaster-Gebhard-Co.-Insurance-300x158.png)
Highstreet Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.
MarshBerry served as the financial advisor to Hoaster Gebhard & Co.
Toggle Transaction Details March 2024![Highstreet Insurance Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/High-Street-Partners-300x158.png)
![Hoaster Gebhard & Co.](https://www.marshberry.com/wp-content/uploads/2024/04/Hoaster-Gebhard-Co.-Insurance-300x158.png)
Highstreet Insurance Partners, Inc. has acquired Hoaster Gebhard & Co.
MarshBerry served as the financial advisor to Hoaster Gebhard & Co.
Highstreet Insurance Partners, Inc. has acquired Hoaster Gebhard & Co. Buyer: Highstreet Insurance Partners, Inc. Seller: Hoaster Gebhard & Co. Closed Date: 03/07/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hoaster Gebhard & Co. March 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Zavitz Insurance and Wealth, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Zavitz-Insurance.png)
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details March 2024![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Zavitz Insurance and Wealth, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Zavitz-Insurance.png)
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Zavitz Insurance and Wealth, Inc. Buyer: Hub International Limited Seller: Zavitz Insurance and Wealth, Inc. Closed Date: 3/1/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited March 2024![Marsh & McLennan Agency, LLC](https://www.marshberry.com/wp-content/uploads/2023/08/MarshMcLennan-1-300x61.png)
![Querbes & Nelson](https://www.marshberry.com/wp-content/uploads/2024/02/Querbes-Nelson-logo-300x56.png)
Marsh & McLennan Agency, LLC has acquired Querbes & Nelson
MarshBerry served as the financial advisor to Querbes & Nelson
Toggle Transaction Details March 2024![Marsh & McLennan Agency, LLC](https://www.marshberry.com/wp-content/uploads/2023/08/MarshMcLennan-1-300x61.png)
![Querbes & Nelson](https://www.marshberry.com/wp-content/uploads/2024/02/Querbes-Nelson-logo-300x56.png)
Marsh & McLennan Agency, LLC has acquired Querbes & Nelson
MarshBerry served as the financial advisor to Querbes & Nelson
Marsh & McLennan Agency, LLC has acquired Querbes & Nelson Buyer: Marsh & McLennan Agency, LLC Seller: Querbes & Nelson Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Querbes & Nelson March 2024![Marsh & McLennan Agency, LLC](https://www.marshberry.com/wp-content/uploads/2023/08/MarshMcLennan-1-300x61.png)
![Louisiana Companies](https://www.marshberry.com/wp-content/uploads/2024/02/OldNew_Louisiana_Companies-web-300x74.png)
Marsh & McLennan Agency, LLC has acquired Louisiana Companies
MarshBerry served as the financial advisor for Louisiana Companies
Toggle Transaction Details March 2024![Marsh & McLennan Agency, LLC](https://www.marshberry.com/wp-content/uploads/2023/08/MarshMcLennan-1-300x61.png)
![Louisiana Companies](https://www.marshberry.com/wp-content/uploads/2024/02/OldNew_Louisiana_Companies-web-300x74.png)
Marsh & McLennan Agency, LLC has acquired Louisiana Companies
MarshBerry served as the financial advisor for Louisiana Companies
Marsh & McLennan Agency, LLC has acquired Louisiana Companies Buyer: Marsh & McLennan Agency, LLC Seller: Louisiana Companies Closed Date: 03/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor for Louisiana Companies March 2024![AmWINS Group, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/AmWINS-Group-Inc-300x50.png)
![BRP Group, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Baldwin-Risk-Partners.png)
AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.
MarshBerry served as a financial advisor to BRP Group, Inc.
Toggle Transaction Details March 2024![AmWINS Group, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/AmWINS-Group-Inc-300x50.png)
![BRP Group, Inc.](https://www.marshberry.com/wp-content/uploads/2024/03/Baldwin-Risk-Partners.png)
AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc.
MarshBerry served as a financial advisor to BRP Group, Inc.
AmWINS Group, Inc. has acquired Connected Risk Solutions, LLC from BRP Group, Inc. Buyer: AmWINS Group, Inc. Seller: BRP Group, Inc. Closed Date: 03/01/24 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to BRP Group, Inc. January 2024![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2024/02/AJG-Website-Logo.png)
![John Galt Insurance Agency](https://www.marshberry.com/wp-content/uploads/2024/02/Green-John-Galt-Logo-allsize600px-300x54.png)
Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency
Toggle Transaction Details January 2024![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2024/02/AJG-Website-Logo.png)
![John Galt Insurance Agency](https://www.marshberry.com/wp-content/uploads/2024/02/Green-John-Galt-Logo-allsize600px-300x54.png)
Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency
MarshBerry served as the financial advisor to John Galt Insurance Agency
Arthur J. Gallagher & Co. has acquired John Galt Insurance Agency Buyer: Arthur J. Gallagher & Co. Seller: John Galt Insurance Agency Closed Date: 01/31/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to John Galt Insurance Agency January 2024![Highstreet Insurance Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2024/04/High-Street-Partners-300x158.png)
![A privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2022/12/MB-Logo-Hor-4C-1-300x72.jpg)
Highstreet Insurance Partners, Inc. has acquired A privately-held insurance agency
MarshBerry served as the financial advisor to the Seller