Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition BRP Group, Inc. has acquired Burnham Risk and Insurance Solutions, LLC MarshBerry was financial adviser to Burnham Benefits Insurance Services, Inc.†
December 2020 
Acquisition BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc. MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.†
December 2020
Acquisition Heffernan Insurance Brokers has acquired Porter & Curtis, LLC MarshBerry was financial adviser to Porter & Curtis, LLC†
December 2020
Acquisition The Hilb Group, LLC has acquired privately-held insurance agency in Michigan MarshBerry was financial adviser to the Seller†
December 2020
Acquisition Hub International Limited has acquired Commercial Insurance Brokers, Inc. MarshBerry was financial adviser to Commercial Insurance Brokers, Inc.†
December 2020
Acquisition McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc. MarshBerry was an advisor to Wilson Gregory Agency, Inc.†
December 2020
Acquisition Constellation Affiliated Partners has acquired INSUREtrust MarshBerry was financial adviser to INSUREtrust†
December 2020
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
† Advisory services provided by MarshBerry Capital
