Transactions
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† Advisory services provided by MarshBerry Capital
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
July 2021
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
† Advisory services provided by MarshBerry Capital
