Transactions
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† Advisory services provided by MarshBerry Capital
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 Services MarshBerry was financial adviser to PNL Insurance Services†
November 2020
Merger Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC MarshBerry was financial adviser to Higginbotham Insurance Agency, Inc
November 2020
Acquisition The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC MarshBerry was financial adviser to The Hilb Group, LLC
November 2020
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Wisconsin MarshBerry was financial adviser to the Seller
November 2020
Acquisition CRC Group Insurance Services, Inc. has acquired W. Brown Property & Casualty Insurance Services MarshBerry 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, LLC MarshBerry was financial adviser to Arrowhead Wholesale Insurance Services, LLC†
October 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC MarshBerry was financial adviser to FBinsure, LLC†
October 2020
Acquisition Diversified Insurance Industries, Inc. has acquired a book of business from Jones Birdsong, LLP MarshBerry was financial adviser to Jones Birdsong, LLP†
October 2020 
Acquisition The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions MarshBerry was financial adviser to The Hilb Group, LLC
October 2020
Acquisition Seven 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 & Company MarshBerry was financial adviser to Santa Maria & Company†
October 2020
Acquisition JenCap, Inc. has acquired Landmark E&S Insurance Brokers, LLC MarshBerry was financial adviser to Landmark E&S Insurance Brokers, LLC†
October 2020 
Acquisition Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc. MarshBerry was financial adviser to Hub International Limited
October 2020
Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
October 2020
Acquisition Alera Group, Inc. has acquired Legacy Risk & Insurance Services, LLC MarshBerry was financial adviser to Legacy Risk & Insurance Services, LLC†
September 2020
Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions MarshBerry was financial adviser to Keystone Agency Investors, LLC
September 2020
Acquisition Clear Insurance Management has acquired Brokerbility Holdings Limited
IMAS acted as the exclusive financial advisor to Brokerbility Holdings Limited*
September 2020 
Acquisition Patriot Growth Insurance Services, LLC has acquired Capstone Brokerage, Inc. MarshBerry was financial adviser to Capstone Brokerage, Inc.†
† Advisory services provided by MarshBerry Capital
