Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Hub International Limited has acquired Foster & Parker Insurance Agency, Inc. MarshBerry was financial adviser to Foster & Parker Insurance Agency, Inc.†
May 2019
Acquisition Phoenix Equity Partners has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
May 2019
Acquisition Alera Group, Inc. has acquired HighRidge Insurance Services, LLC MarshBerry was financial adviser to HighRidge Insurance Services, LLC
May 2019
Acquisition The Hilb Group, LLC has acquired Summit Financial Group, Inc. MarshBerry was financial adviser to The Hilb Group, LLC
May 2019 
Acquisition The Hilb Group, LLC has acquired The Keane Insruance Group, Inc. MarshBerry was financial adviser to The Keane Insurance Group, Inc†
April 2019
Acquisition Fringe Benefit Group has acquired Century Healthcare MarshBerry was financial adviser to Century Healthcare
April 2019
Acquisition CSP Holdings Limited has acquired Citybond Holdings Limited
IMAS acted as the exclusive financial advisor to Citybond Holdings Limited*
March 2019
Acquisition Canaccord Genuity Wealth Management has acquired Thomas Miller Investment
IMAS acted as the exclusive financial advisor to Thomas Miller Investment*
March 2019
Acquisition Aston Lark Group has acquired Highworth Insurance Limited
IMAS acted as the exclusive financial advisor to Highworth Insurance Limited*
March 2019
Acquisition OneDigital Health and Benefits has acquired Employee Benefits Division of Deeley Insurance Group
MarshBerry served as the financial advisor to Deeley Insurance Group†
March 2019
Acquisition Specialty Program Group LLC has acquired Insurance Programs of America, Inc. and Risk Advisors of America MarshBerry was the financial adviser to Specialty Program Group, LLC
March 2019 
Acquisition Hub International Limited has acquired The Insurance Exchange, Inc. MarshBerry was the financial adviser to The Insurance Exchange, Inc.†
March 2019 
Acquisition Alera Group, Inc. has acquired TriSure Corporation MarshBerry was financial adviser to Alera Group, Inc.
January 2019 
Acquisition Hub International Limited has acquired book of business from a privately-held insurance agency in Indiana MarshBerry was financial adviser to the Seller
January 2019
Acquisition Diversified Insurance Industries, Inc. has acquired McQuade Consulting, LLC MarshBerry was financial adviser to Diversified Insurance Industries, Inc.
January 2019
Acquisition Broadstone has acquired CS Financial Solutions
IMAS acted as the exclusive financial advisor to CS Financial Solutions*
January 2019
Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in California MarshBerry was financial adviser to the Seller
January 2019
Acquisition Patriot Growth Insurance Services, LLC has acquired Style, Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc. MarshBerry was the financial adviser to Style Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Advantage Benefit Solutions MarshBerry was the financial adviser to Advantage Benefit Solutions
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Alliance Insurance Group, LLC MarshBerry was the financial adviser to Alliance Insurance Group, LLC
† Advisory services provided by MarshBerry Capital
