Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2020 World Insurance Associates, LLC Two Rivers Insurance Company, Inc. Acquisition World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc.

MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.†

December 2020 Integrated Specialty Coverages California Contractors Insurance Services, Inc. Acquisition Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc.

MarshBerry was financial adviser to ​California Contractors Insurance Services, Inc.†

December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.

December 2020 American Insurance, Inc  a privately-held insurance agency in North Dakota Acquisition American Insurance, Inc  has acquired a privately-held insurance agency in North Dakota

MarshBerry was financial adviser to the Seller

December 2020 Alera Group, Inc. Granite Group Benefits, LLC Acquisition Alera Group, Inc. has acquired Granite Group Benefits, LLC

MarshBerry was financial adviser to Alera Group, Inc.

December 2020 BRP Group, Inc. Burnham Benefits Insurance Services, Inc. Acquisition BRP Group, Inc. has acquired Burnham Benefits Insurance Services, Inc.

MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†

December 2020 BRP Group, Inc. Burnham Risk and Insurance Solutions, LLC Acquisition BRP Group, Inc. has acquired Burnham Risk and Insurance Solutions, LLC

MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†

December 2020 BRP Group, Inc. Burnham Gibson Wealth Advisors, Inc. Acquisition BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc.

MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.†

December 2020 Heffernan Insurance Brokers Porter & Curtis, LLC Acquisition Heffernan Insurance Brokers has acquired Porter & Curtis, LLC

MarshBerry was financial adviser to Porter & Curtis, LLC†

December 2020 The Hilb Group, LLC privately-held insurance agency in Michigan Acquisition The Hilb Group, LLC has acquired privately-held insurance agency in Michigan

MarshBerry was financial adviser to the Seller†

December 2020 Hub International Limited Commercial Insurance Brokers, Inc. Acquisition Hub International Limited has acquired Commercial Insurance Brokers, Inc.

MarshBerry was financial adviser to Commercial Insurance Brokers, Inc.†

December 2020 McNeil & Company, Inc. Wilson Gregory Agency, Inc. Acquisition McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc.

MarshBerry was an advisor to Wilson Gregory Agency, Inc.†

December 2020 Constellation Affiliated Partners INSUREtrust Acquisition Constellation Affiliated Partners has acquired INSUREtrust

MarshBerry was financial adviser to INSUREtrust†

December 2020 Patriot Growth Insurance Services, LLC a privately-held insurance agency in Arizona Acquisition Patriot Growth Insurance Services, LLC has acquired a privately-held insurance agency in Arizona

MarshBerry was financial adviser to the Seller

December 2020 Alera Group, Inc. Todd Associates, Inc. Acquisition Alera Group, Inc. has acquired Todd Associates, Inc.

MarshBerry was financial adviser to Todd Associates, Inc.†

December 2020 Oakbridge Insurance Agency, LLC MGNMRB, LLC dba McGinty-Gordon & Associates 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 Oakbridge Insurance Agency, LLC Waites & Foshee Insurance, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Waites & Foshee Insurance, Inc.

MarshBerry was financial adviser to Waites & Foshee Insurance, Inc.†

December 2020 Oakbridge Insurance Agency, LLC Hutchinson-Traylor Insurance Agency Acquisition Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency

MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency†

December 2020 Oakbridge Insurance Agency, LLC Founders Insurance Group, LLC Acquisition Oakbridge Insurance Agency, LLC has acquired Founders Insurance Group, LLC

MarshBerry was financial adviser to Founders Insurance Group, LLC†

December 2020 One80 Intermediaries Safeware Insurance Agency, Inc. Acquisition One80 Intermediaries has acquired Safeware Insurance Agency, Inc.

MarshBerry was financial adviser to Safeware Insurance Agency, Inc.†

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital