Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Patriot Growth Insurance Services, LLC has acquired a privately-held insurance agency in Arizona MarshBerry was financial adviser to the Seller
December 2020
Acquisition Alera Group, Inc. has acquired Todd Associates, Inc. MarshBerry was financial adviser to Todd Associates, Inc.†
December 2020
Acquisition Oakbridge Insurance Agency, LLC has acquired MGNMRB, LLC dba McGinty-Gordon & Associates MarshBerry was financial adviser to MGNMRB, LLC dba McGinty-Gordon & Associates†
December 2020 
Acquisition Oakbridge Insurance Agency, LLC has acquired Waites & Foshee Insurance, Inc. MarshBerry was financial adviser to Waites & Foshee Insurance, Inc.†
December 2020 
Acquisition Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency†
December 2020 
Acquisition Oakbridge Insurance Agency, LLC has acquired Founders Insurance Group, LLC MarshBerry was financial adviser to Founders Insurance Group, LLC†
December 2020
Acquisition One80 Intermediaries has acquired Safeware Insurance Agency, Inc. MarshBerry was financial adviser to Safeware Insurance Agency, Inc.†
December 2020
Acquisition Wilton Group Limited has acquired IOMA Group of Companies
IMAS acted as the exclusive financial advisor to the IOMA Group of Companies*
December 2020
Acquisition Gresham House plc has acquired Appian Asset Management Limited
IMAS acted as the exclusive financial advisor to Appian Asset Management Limited*
December 2020
Acquisition DOXA Insurance Holdings, LLC has acquired Marine Underwriters of America MarshBerry was financial adviser to Marine Underwriters of America†
December 2020
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Texas MarshBerry was financial adviser to the Seller
December 2020 
Acquisition Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc. MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.†
December 2020 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Illinois MarshBerry was financial adviser to the Seller
November 2020 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California 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
Acquisition Howden Group has acquired Safeonline
IMAS acted as the exclusive financial advisor to Safeonline*
November 2020
Acquisition Aston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin
IMAS acted as the exclusive financial advisor to MS Amlin*
November 2020
Acquisition Apiary Capital has acquired Radiant Financial Group
IMAS acted as the exclusive financial advisor to Radiant Financial Group*
November 2020
Acquisition PayPoint has acquired i-movo
IMAS acted as the exclusive financial advisor to i-movo*
November 2020
iCap Souter Investments and Manfield Partners have invested in LIKEZERO Limted
IMAS acted as the exclusive financial advisor to LIKEZERO Limited*
† Advisory services provided by MarshBerry Capital
