Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLC MarshBerry was financial adviser to Marcotte Wealth Management, LLC
December 2019 Acquisition USI Insurance Services, LLC has acquired Marcotte Insurance Agency, Inc. MarshBerry was financial adviser to Marcotte Insurance Agency, Inc.†
December 2019
Acquisition Hub International Limited has acquired Blair Jarcik Insurance Agency, Inc. MarshBerry was financial adviser to Blair Jarcik Insurance Agency, Inc.†
December 2019
Acquisition Worldwide Facilities, LLC has acquired Risk Management Advisory Group MarshBerry was financial adviser to Worldwide Facilities, LLC
November 2019
Acquisition AssuredPartners, Inc. has acquired Star & Shield Insurance Services, LLC MarshBerry was financial adviser to Star & Shield Insurance Services, LLC
November 2019
Acquisition Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
November 2019
iCap Downing Ventures and Gresham House Ventures have invested in Funding Xchange
IMAS acted as the exclusive financial advisor to Funding Xchange*
November 2019
iCap AV8 Ventures, IQ Capital and JamJar Investments have invested in M-QUBE
IMAS acted as the sole financial advisor to M-QUBE*
November 2019
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Vermont MarshBerry was financial adviser to the Seller
November 2019
Acquisition The Hilb Group, LLC has acquired G&N Insurance MarshBerry was financial adviser to The Hilb Group, LLC
November 2019 
Acquisition AssuredPartners, Inc. has acquired Mack, Mack & Waltz Insurance Group, Inc. MarshBerry was financial adviser to Mack, Mack & Waltz Insurance Group, Inc.
November 2019
Acquisition BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Arkansas MarshBerry was financial adviser to the Seller
November 2019 Acquisition BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Texas MarshBerry was financial adviser to the Seller
October 2019
Acquisition McNeil & Co. Inc. has acquired Bonding and Insurance Specialists Agency MarshBerry was an advisor to the transaction
October 2019 
Acquisition The Hilb Group, LLC has acquired Avanti Associates, Ltd. MarshBerry was financial adviser to The Hilb Group, LLC
October 2019 
Acquisition The Hilb Group, LLC has acquired LCIA, Inc. dba Campisano Insurance Agency MarshBerry was financial adviser to The Hilb Group, LLC
October 2019
Acquisition Arthur J. Gallagher & Co. has acquired The Doyle Group, Inc. dba Direct to PolicyHolder MarshBerry was financial adviser to The Doyle Group, Inc. dba Direct To PolicyHolder.
September 2019 
Acquisition AssuredPartners, Inc. has acquired Tutton Insurance Services, Inc. MarshBerry was financial adviser to Tutton Insurance Services, Inc.†
September 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired James R Taylor Agency, Inc. dba Launchways MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
September 2019 Acquisition Acrisure, LLC has acquired Privately-held insurance agency in South Dakota MarshBerry was financial adviser to the Seller
† Advisory services provided by MarshBerry Capital
