Transactions
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† Advisory services provided by MarshBerry Capital
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†
June 2020
Acquisition Heffernan Insurance Brokers has acquired RGEB, Inc. MarshBerry was financial adviser to RGEB, Inc.†
June 2020 Acquisition Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia MarshBerry was financial adviser to Worldwide Facilities Holdings, LLC
June 2020 
Acquisition Hub International Limited has acquired The Clements Agency, LLC MarshBerry was financial adviser to The Clements Agency, LLC†
June 2020
Acquisition Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc. MarshBerry was financial adviser to Sunstar Insurance Group, LLC
May 2020
Acquisition High Street Partners, Inc. has acquired Ken Bleeker Insurance MarshBerry was financial adviser to Ken Bleeker Insurance
May 2020
Acquisition AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc. MarshBerry was financial adviser to Cypress Insurance Group, Inc.†
April 2020
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Insurance Risk Partners, LLC MarshBerry was financial adviser to Insurance Risk Partners, Inc.†
March 2020
Acquisition Willis Europe B.V. has acquired Unity Group Holdings Corp. and its affiliates MarshBerry was financial adviser to Unity Group Holdings Corp.†
March 2020
Acquisition Arthur J. Gallagher & Co. has acquired DLS Insurance Services MarshBerry was financial adviser to DLS Insurance Services
March 2020 
Acquisition Hub International Limited has acquired Harris, Madden, Powell, Stallings & Brown, Inc. MarshBerry was financial adviser to Harris, Madden, Powell, Stallings & Brown, Inc.†
March 2020 
Acquisition AssuredPartners, Inc. has acquired Wateridge Insurance Services MarshBerry was financial adviser to Wateridge Insurance Services†
March 2020 
Acquisition Hub International Limited has acquired Linton & Associates, LLC MarshBerry was financial adviser to Linton & Associates, LLC†
March 2020
Acquisition Hutchinson Traylor Insurance Agency has acquired Webber & Associates, Inc. MarshBerry was financial adviser to Hutchinson Traylor Insurance Agency
† Advisory services provided by MarshBerry Capital
