Transactions
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† Advisory services provided by MarshBerry Capital
MarshBerry was financial adviser to the Seller
November 2020 Acquisition World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance)MarshBerry was financial adviser to World Insurance Associates, LLC
November 2020 AcquisitionHowden Group has acquired Safeonline
IMAS acted as the exclusive financial advisor to Safeonline*
November 2020 AcquisitionAston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin
IMAS acted as the exclusive financial advisor to MS Amlin*
November 2020 AcquisitionApiary Capital has acquired Radiant Financial Group
IMAS acted as the exclusive financial advisor to Radiant Financial Group*
November 2020 AcquisitionPayPoint has acquired i-movo
IMAS acted as the exclusive financial advisor to i-movo*
November 2020 iCapSouter Investments and Manfield Partners have invested in LIKEZERO Limted
IMAS acted as the exclusive financial advisor to LIKEZERO Limited*
November 2020 Acquisition BRP Group, Inc. has acquired Insgroup, Inc.MarshBerry was financial adviser to Insgroup, Inc.†
November 2020 Acquisition Heffernan Insurance Brokers has acquired PNL Insurance ServicesMarshBerry was financial adviser to PNL Insurance Services†
November 2020 Merger Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLCMarshBerry was financial adviser to Higginbotham Insurance Agency, Inc
November 2020 Acquisition The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLCMarshBerry was financial adviser to The Hilb Group, LLC
November 2020 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in WisconsinMarshBerry was financial adviser to the Seller
November 2020 Acquisition CRC Group Insurance Services, Inc. has acquired W. Brown Property & Casualty Insurance ServicesMarshBerry was financial adviser to W. Brown Property & Casualty Insurance Services†
November 2020 Acquisition Hub International Limited has acquired United Shortline Insurance Services, Inc.MarshBerry was financial adviser to United Shortline Insurance Services, Inc.†
November 2020 Acquisition Risk Placement Services, Inc. has acquired Arrowhead Wholesale Insurance Services, LLCMarshBerry was financial adviser to Arrowhead Wholesale Insurance Services, LLC†
October 2020 Acquisition Patriot Growth Insurance Services, LLC has acquired FBinsure, LLCMarshBerry was financial adviser to FBinsure, LLC†
October 2020 Acquisition Diversified Insurance Industries, Inc. has acquired a book of business from Jones Birdsong, LLPMarshBerry was financial adviser to Jones Birdsong, LLP†
October 2020 Acquisition The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance SolutionsMarshBerry was financial adviser to The Hilb Group, LLC
October 2020 AcquisitionSeven Investment Management has acquired Partners Wealth Management
IMAS acted as the exclusive financial advisor to Partners Wealth Management*
October 2020 Acquisition NFP Corp. has acquired Santa Maria & CompanyMarshBerry was financial adviser to Santa Maria & Company†
† Advisory services provided by MarshBerry Capital