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Explore All MarshBerry Transactions
![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![Georgetown Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/Georgetown-1.png)
MarshBerry was financial adviser to Alera Group, Inc.
March 2020![DOXA Insurance Holdings, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/doxa-1-300x114.png)
![Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Lawrence-E.-Smith-1-300x31.png)
MarshBerry was financial adviser to Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC
February 2020![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![Bagatta Associates, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/bagatta-1-1-300x46.png)
MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
February 2020![USI Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/USI-8-300x152.jpg)
![Forté Benefits](https://www.marshberry.com/wp-content/uploads/2021/05/forte-300x118.jpg)
MarshBerry was financial adviser to Forté Benefits
February 2020![AssuredPartners, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Assured-Partners-300x98.jpeg)
![Nevada West Business Insurance Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/nevadawest-1-300x62.jpg)
MarshBerry was financial adviser to Nevada West Business Insurance Agency, Inc.
February 2020![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-1.jpg)
![Regency Insurance Group, LLC](https://www.marshberry.com/wp-content/uploads/2021/05/Regency-300x112.png)
MarshBerry was financial adviser to The Hilb Group, LLC
January 2020![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![a privately-held insurance agency in Iowa](/wp-content/uploads/2020/07/MB-Logo_Hor_RGB-56-scaled.jpg)
MarshBerry was financial adviser to the Seller
January 2020![BroadStreet Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/BroadStreet-8.png)
![a privately-held insurance agency in Michigan](/wp-content/uploads/2020/07/MB-Logo_Hor_RGB-56-scaled.jpg)
MarshBerry was financial adviser to the Seller
January 2020![Insgroup, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/Insgroup-3-300x68.png)
![Harris F. Underwood III, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/HFU-1-300x53.png)
MarshBerry was financial adviser to Insgroup, Inc.
January 2020![Baldwin Krystyn Sherman Partners, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/BKS-4-300x111.png)
![Lanier Upshaw, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Lanier-Upshaw-LOGO-300x74.jpg)
MarshBerry was financial adviser to Lanier Upshaw, Inc.
December 2019![AmWINS Group, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/AmWINS-300x225-1.jpg)
![a book of business from Telamon Insurance & Financial Network](https://www.marshberry.com/wp-content/uploads/2020/07/telamon-1-300x74.png)
MarshBerry was financial adviser to Telamon Insurance & Financial Network
December 2019![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![a privately-held insurance agency in Texas](/wp-content/uploads/2020/07/MB-Logo_Hor_RGB-56-scaled.jpg)
MarshBerry was financial adviser to the Seller
December 2019![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![SilverStone Group](https://www.marshberry.com/wp-content/uploads/2020/07/silverstonegroup_logo-1-300x83.jpg)
MarshBerry was financial adviser to Hub International Limited
December 2019![USI Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/USI-8-300x152.jpg)
![Marcotte Wealth Management, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Marcotte-1-300x93.jpg)
MarshBerry was financial adviser to Marcotte Wealth Management, LLC
December 2019![USI Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/USI-8-300x152.jpg)
![Marcotte Insurance Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/Marcotte-1-300x93.jpg)
MarshBerry was financial adviser to Marcotte Insurance Agency, Inc.
December 2019![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Blair Jarcik Insurance Agency, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Blair-Jarcik-300x95.png)
MarshBerry was financial adviser to Blair Jarcik Insurance Agency, Inc.
December 2019![Worldwide Facilities, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/WWFI-11-300x128.jpg)
![Risk Management Advisory Group](https://www.marshberry.com/wp-content/uploads/2020/07/RMAG-Logo-1-300x95.png)
MarshBerry was financial adviser to Worldwide Facilities, LLC
November 2019![AssuredPartners, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Assured-Partners-300x98.jpeg)
![Star & Shield Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/SSInsuranceServices_Process_H2-1-300x65.png)
MarshBerry was financial adviser to Star & Shield Insurance Services, LLC
November 2019![Patriot Growth Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Patriot-23-300x127.png)
![Landmark Insurance Associates](https://www.marshberry.com/wp-content/uploads/2019/11/Landmark-Insurance-Associates.png)
MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
November 2019![Downing Ventures and Gresham House Ventures](https://www.marshberry.com/wp-content/uploads/2024/03/DowningGresham-300x104.png)
![Funding Xchange](https://www.marshberry.com/wp-content/uploads/2024/03/Fundingxchange-300x123.png)
Downing Ventures and Gresham House Ventures have invested in Funding Xchange
IMAS acted as the exclusive financial advisor to Funding Xchange*