Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
March 2020 Willis Europe B.V. Unity Group Holdings Corp. and its affiliates 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 Arthur J. Gallagher & Co. DLS Insurance Services Acquisition Arthur J. Gallagher & Co. has acquired DLS Insurance Services

MarshBerry was financial adviser to DLS Insurance Services

March 2020 Hub International Limited Harris, Madden, Powell, Stallings & Brown, Inc. 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 AssuredPartners, Inc. Wateridge Insurance Services Acquisition AssuredPartners, Inc. has acquired Wateridge Insurance Services

MarshBerry was financial adviser to Wateridge Insurance Services†

March 2020 Hub International Limited Linton & Associates, LLC Acquisition Hub International Limited has acquired Linton & Associates, LLC

MarshBerry was financial adviser to Linton & Associates, LLC†

March 2020 Hutchinson Traylor Insurance Agency Webber & Associates, Inc. Acquisition Hutchinson Traylor Insurance Agency has acquired Webber & Associates, Inc.

MarshBerry was financial adviser to Hutchinson Traylor Insurance Agency

March 2020 Alera Group, Inc. Georgetown Insurance Services, Inc. Acquisition Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.

MarshBerry was financial adviser to Alera Group, Inc.

March 2020 DOXA Insurance Holdings, LLC Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC Acquisition DOXA Insurance Holdings, LLC has acquired Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC

MarshBerry was financial adviser to Lawrence E. Smith & Associates, Inc. and Scholastic Insurance of Florida, LLC†

March 2020 Consolidated Claims Group JMI Reports Acquisition Consolidated Claims Group has acquired JMI Reports

MarshBerry was financial adviser to JMI Reports†

February 2020 Patriot Growth Insurance Services, LLC Bagatta Associates, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Bagatta Associates, Inc.

MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC

February 2020 USI Insurance Services, LLC Forté Benefits Acquisition USI Insurance Services, LLC has acquired Forté Benefits

MarshBerry was financial adviser to Forté Benefits

February 2020 AssuredPartners, Inc. Nevada West Business Insurance Agency, Inc. Acquisition AssuredPartners, Inc. has acquired Nevada West Business Insurance Agency, Inc.

MarshBerry was financial adviser to Nevada West Business Insurance Agency, Inc.†

February 2020 The Hilb Group, LLC Regency Insurance Group, LLC Acquisition The Hilb Group, LLC has acquired Regency Insurance Group, LLC

MarshBerry was financial adviser to The Hilb Group, LLC

January 2020 Patriot Growth Insurance Services, LLC a privately-held insurance agency in Iowa Acquisition Patriot Growth Insurance Services, LLC has acquired a privately-held insurance agency in Iowa

MarshBerry was financial adviser to the Seller

January 2020 BroadStreet Partners, Inc. a privately-held insurance agency in Michigan Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Michigan

MarshBerry was financial adviser to the Seller

January 2020 Insgroup, Inc. Harris F. Underwood III, Inc. Acquisition Insgroup, Inc. has acquired Harris F. Underwood III, Inc.

MarshBerry was financial adviser to Insgroup, Inc.†

January 2020 Baldwin Krystyn Sherman Partners, LLC Lanier Upshaw, Inc. Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.

MarshBerry was financial adviser to Lanier Upshaw, Inc.†

December 2019 AmWINS Group, Inc. a book of business from Telamon Insurance & Financial Network Acquisition AmWINS Group, Inc. has acquired a book of business from Telamon Insurance & Financial Network

MarshBerry was financial adviser to Telamon Insurance & Financial Network†

December 2019 Alera Group, Inc. a privately-held insurance agency in Texas Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Seller†

December 2019 Hub International Limited SilverStone Group Acquisition Hub International Limited has acquired SilverStone Group

MarshBerry was financial adviser to Hub International Limited

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital