Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Patriot Growth Insurance Services, LLC has acquired TRUE Network Advisors MarshBerry was the financial adviser to TRUE Network Advisors
January 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Voluntary Benefit Specialists, LLC MarshBerry was the financial adviser to Voluntary Benefit Specialists, LLC
December 2018
Acquisition Alera Group, Inc. has acquired the assets of Avon-Dixon Agency, LLC from Shore Bancshares, Inc. MarshBerry was financial adviser to Shore Bancshares, Inc. in the sale of its wholly-owned subsidiary, Avon-Dixon Agency, LLC†
December 2018
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Wisconsin MarshBerry was financial adviser to the Seller†
December 2018
Acquisition NFP Corp. has acquired Wright Insurance Agency MarshBerry was financial adviser to Wright Insurance Agency†
December 2018
Acquisition Stackhouse Poland Group has acquired Property Insurance Initiatives Limited
IMAS acted as the exclusive financial advisor to Risk Solutions Group Limited and its subsidiary Property Insurance Initiatives Limited*
December 2018
Acquisition Hub International Limited has acquired Rise People, Inc. MarshBerry was the financial adviser to Hub International Limited
December 2018 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Florida MarshBerry was financial adviser to the Seller
December 2018 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California MarshBerry was financial adviser to the Seller
December 2018
Acquisition Hilb Group, LLC has acquired Mackintire Insurance Agency, Inc. MarshBerry was the financial adviser to Hilb Group, LLC
December 2018
Acquisition JenCap Inc. has acquired Risk Innovations, LLC MarshBerry was financial adviser to Risk Innovations, LLC
November 2018 
Acquisition Great American Holdings Inc. has acquired ABA Insurance Services Inc., a wholly owned subsidiary of American Bankers Mutual Insurance, Ltd. MarshBerry was financial adviser to ABA Insurance Services Inc., a wholly owned subsidiary of American Bankers Mutual Insurance, Ltd.
November 2018 
Acquisition Alera Group, Inc. has acquired Bailey & Company Benefits Group MarshBerry was financial adviser to Bailey & Company Benefits Group†
November 2018 
Acquisition Alera Group, Inc. has acquired Orion Risk Management Insurance Services, Inc. MarshBerry was financial adviser to Alera Group, Inc.
November 2018
Acquisition Scottish Friendly has acquired Mobius Life
IMAS acted as the exclusive financial advisor to Mobius Life*
November 2018
Acquisition Aviva plc has acquired Neos Ventures Ltd
IMAS acted as the exclusive financial advisor to Neos Ventures Ltd*
November 2018 
Acquisition Hub International Limited has acquired Proteus Performance Management, Inc. MarshBerry was financial adviser to Hub International Limited
November 2018 
Acquisition Alera Group, Inc. has acquired Crisp Insurance Advisors, LLC MarshBerry was financial adviser to Alera Group, Inc.
November 2018 
Acquisition Hub International Limited has acquired Insurance Management Associates, Inc. MarshBerry was financial adviser to Hub International Limited
November 2018 
Acquisition Hub International Limited has acquired TAMRAC Group Inc. MarshBerry was financial adviser to Hub International Limited
† Advisory services provided by MarshBerry Capital
