Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability MarshBerry was financial adviser to DOXA Insurance Holdings, LLC
August 2020
Acquisition High Street Insurance Partners, Inc. has acquired Berkshire Agency, Inc. dba Capital Insurance Group MarshBerry was financial adviser to Berkshire Agency, Inc. dba Capital Insurance Group†
August 2020
Acquisition Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc. MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
August 2020
Acquisition USI Insurance Services, LLC has acquired The Colburn Corporation d/b/a Colburn Group MarshBerry was financial adviser to The Colburn Corporation d/b/a Colburn Group†
August 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired Bowermaster & Associates Insurance Agency, Inc. MarshBerry was financial adviser to Bowermaster & Associates Insurance Agency, Inc.†
August 2020
Acquisition Alera Group, Inc. has acquired Banasky Insurance, Inc. MarshBerry was financial adviser to Alera Group, Inc.
August 2020 
Acquisition Alera Group, Inc. has acquired Alper Services, LLC MarshBerry was financial adviser to Alper Services, LLC†
July 2020 
Acquisition USI Insurance Services, LLC has acquired Johnson Insurance Services MarshBerry was financial adviser to Johnson Insurance Services
July 2020
Acquisition Higginbotham Insurance Agency, Inc. has acquired American Financial Services, Inc. d/b/a Borden Insurance MarshBerry was financial adviser to American Financial Services, Inc. d/b/a Borden Insurance†
July 2020
Acquisition Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado MarshBerry was financial adviser to the Seller
July 2020
Acquisition Specialist Risk Group has acquired AUA Insolvency Risk Services, a specialist broking business of MS Amlin Corporate Services
IMAS acted as the exclusive financial advisor to MS Amlin Corporate Services*
July 2020
Acquisition Specialty Program Group LLC has acquired Beacon Hill Associates, Inc. MarshBerry was financial adviser to Beacon Hill Associates, Inc.†
July 2020 
Acquisition Specialty Program Group, LLC has acquired Avant, LLC MarshBerry was financial adviser to Avant, LLC†
July 2020
Acquisition Hub International Limited has acquired Gus Bates Retirement Plan Services MarshBerry was financial adviser to Gus Bates Retirement Plan Services†
July 2020
Acquisition The Hilb Group, LLC has acquired CIA Financial Group, Inc. MarshBerry was financial adviser to The Hilb Group, LLC
July 2020
Acquisition Hub International Limited has acquired GBC Benefits, Ltd. dba Gus Bates Insurance & Investments MarshBerry was financial adviser to GBC Benefits, Ltd. dba Gus Bates Insurance & Investments
July 2020
Acquisition Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania MarshBerry was financial adviser to Keystone Agency Investors, LLC
June 2020
Acquisition Beckett Investment Management Group has acquired Brown Shipley & Co
IMAS acted as the exclusive financial advisor to Brown Shipley & Co*
June 2020 
Acquisition Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020 
Acquisition Alera Group, Inc. has acquired Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC MarshBerry was financial adviser to Cambridge Benefit Solutions, LLC & Easy Ben-Admin, LLC†
† Advisory services provided by MarshBerry Capital
