Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
![USI Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/USI-8-300x152.jpg)
![Cameron M. Harris & Co. LLC](https://www.marshberry.com/wp-content/uploads/2021/05/CMH-Logo-002.png)
MarshBerry was financial adviser to USI, Inc.
March 2017![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2020/07/Gallagher-15.png)
![Farallone Pacific Insurance Services, LLC](https://www.marshberry.com/wp-content/uploads/2021/05/Farallone-Logo.png)
MarshBerry was financial adviser to Farallone Pacific Insurance Services, LLC
March 2017![Baldwin Risk Partners](https://www.marshberry.com/wp-content/uploads/2020/07/BRP-logo-1-281x300.jpg)
![Bradenton Insurance, LLC](https://www.marshberry.com/wp-content/uploads/2021/05/bradenton-insurance-logo.v1412394129-300x57.png)
MarshBerry was financial adviser to Bradenton Insurance, LLC
March 2017![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![BCI Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/BCI-Logo-300x146.jpg)
MarshBerry was financial adviser to BCI Group, Inc.
March 2017![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Heritage Corporate Benefits, LLC](https://www.marshberry.com/wp-content/uploads/2021/05/Heritage-300x300.jpg)
MarshBerry was financial adviser to Heritage Corporate Benefits, LLC
March 2017![NFP Corp.](https://www.marshberry.com/wp-content/uploads/2021/05/NFP-300x73.png)
![HOLE-IN-ONE U.S.A.](https://www.marshberry.com/wp-content/uploads/2021/05/Hole-in-One-logo-002.png)
MarshBerry was financial adviser to HOLE-IN-ONE U.S.A.
March 2017![Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-1.jpg)
![American Truck Insurance Exchange, LLC](https://www.marshberry.com/wp-content/uploads/2017/03/American-Truck-Insurance-Exchange-300x80.png)
MarshBerry was financial adviser to Hilb Group, LLC
March 2017![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Leavitt Insurance Services of Southern California, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Leavitt-300x169.jpg)
MarshBerry was financial adviser to Leavitt Insurance Services of Southern California, Inc.
March 2017![Ryan Specialty Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/rsg-logo-wire-white-background-final-2.png)
![Trident Marine Managers, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Tridentlogo2blue2-copy.png)
MarshBerry was financial adviser to Trident Marine Managers, Inc.
February 2017![The Graham Company](https://www.marshberry.com/wp-content/uploads/2020/07/Graham-Company-1-300x300.png)
![](/wp-content/uploads/2020/07/MB-Logo_Hor_RGB-56-scaled.jpg)
The Graham Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry served as The Graham Company’s Financial Adviser.
February 2017![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Denali Alaskan Insurance, LLC from Denali Federal Credit Union](https://www.marshberry.com/wp-content/uploads/2021/05/Denali-300x83.jpg)
MarshBerry was financial adviser to Denali Alaskan Insurance, LLC and Denali Federal Credit Union
February 2017![Canaccord Genuity Wealth Mangement](https://www.marshberry.com/wp-content/uploads/2024/03/Canaccord-300x40.jpg)
![C. Hoare & Co.](https://www.marshberry.com/wp-content/uploads/2024/03/CHoareCo-300x77.png)
Canaccord Genuity Wealth Management has acquired C. Hoare & Co.
IMAS acted as the exclusive financial advisor to C. Hoare & Co.*
February 2017![Zenith American Solutions](https://www.marshberry.com/wp-content/uploads/2020/07/zenith-1-300x193.png)
![Pacific Federal, LLC](https://www.marshberry.com/wp-content/uploads/2021/05/Pacific-Federal-LLC-300x300.jpg)
MarshBerry was financial adviser to Pacific Federal, LLC
February 2017![BroadStreet Partners, Inc.](https://www.marshberry.com/wp-content/uploads/2020/07/BroadStreet-8.png)
![a privately-held insurance agency in Florida](/wp-content/uploads/2020/07/MB-Logo_Hor_RGB-56-scaled.jpg)
MarshBerry was financial adviser to the Seller
February 2017![Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-1.jpg)
![Consolidated Marketing Group, Inc. dba Charlotte Insurance](https://www.marshberry.com/wp-content/uploads/2021/05/Charlotte-Insurance-Logo-300x60.png)
MarshBerry was financial adviser to Hilb Group, LLC
February 2017![Ryan Specialty Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/rsg-logo-wire-white-background-final-2.png)
![Interstate Insurance Management, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Interstate-300x128.png)
MarshBerry was financial adviser to Interstate Insurance Management, Inc.
January 2017![Acrisure, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/acrisure-33-300x65.png)
![Undisclosed Independent Agency in Michigan](https://www.marshberry.com/wp-content/uploads/2020/07/MB-Logo_Hor_RGB-57-300x73.jpg)
MarshBerry was financial adviser to the Seller
December 2016![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC](https://www.marshberry.com/wp-content/uploads/2016/12/AB-Insurance-and-Financial-300x62.png)
MarshBerry was financial adviser to A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC
December 2016![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![American Insurance Administrators, Inc. dba AIA Benefits Resource Group](https://www.marshberry.com/wp-content/uploads/2020/07/logo_hdr_aia-1-300x74.gif)
MarshBerry was financial adviser to American Insurance Administrators, Inc. dba AIA Benefits Resource Group American Insurance Administrators, Inc. dba AIA Benefits Resource Group
December 2016![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![Brown & Noyes, LLC dba Ardent Solutions](/wp-content/uploads/2020/07/MB-Logo_Hor_RGB-56-scaled.jpg)
MarshBerry was financial adviser to Brown & Noyes, LLC dba Ardent Solutions