Transactions

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Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2017 Hub International Limited Contractor's Services, Inc. Acquisition Hub International Limited has acquired Contractor's Services, Inc.

MarshBerry was the financial adviser to Hub International Limited

December 2017 Hub International Limited Surety Services, LLC Acquisition Hub International Limited has acquired Surety Services, LLC

MarshBerry was the financial adviser to Hub International Limited

December 2017 Hub International Limited Desert Empire Insurance Services, Inc. Acquisition Hub International Limited has acquired Desert Empire Insurance Services, Inc.

MarshBerry was the financial adviser to Desert Empire Insurance Services, Inc.†

December 2017 Hilb Group, LLC Insurance Trustees, Inc. Acquisition Hilb Group, LLC has acquired Insurance Trustees, Inc.

MarshBerry was financial adviser to Insurance Trustees, Inc.†

November 2017 Reschini Agency, Inc. majority ownership of S&T-Evergreen Insurance, LLC Acquisition Reschini Agency, Inc. has acquired majority ownership of S&T-Evergreen Insurance, LLC

MarshBerry was financial adviser to Reschini Agency, Inc.

November 2017 Hilb Group, LLC HR Knowledge, Inc. Acquisition Hilb Group, LLC has acquired HR Knowledge, Inc.

MarshBerry was financial adviser to HR Knowledge, Inc.†

November 2017 Hilb Group, LLC the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.   Acquisition Hilb Group, LLC has acquired the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.  

MarshBerry was financial adviser to Hilb Group, LLC

November 2017 Hub International Limited Summit Financial Corp. and Summit Financial Insurance Agency Inc. Acquisition Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc.

MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.†

October 2017 Prime Risk Partners, Inc. Gunn, Steers & Company, LLC Acquisition Prime Risk Partners, Inc. has acquired Gunn, Steers & Company, LLC

MarshBerry was financial adviser to Prime Risk Partners, Inc.

October 2017 Vantage Insurance Services Maybury James Limited Acquisition

Vantage Insurance Services has acquired Maybury James Limited

IMAS acted as the exclusive financial advisor to Maybury James Limited*

October 2017 Hub International Limited Banyan Consulting Group, Inc. Acquisition Hub International Limited has acquired Banyan Consulting Group, Inc.

MarshBerry was the financial adviser to Banyan Consulting Group, Inc.†

October 2017 GCG Financial, LLC an Alera Group, Inc. Company Axis Benefits Consultants, Inc. Acquisition GCG Financial, LLC an Alera Group, Inc. Company has acquired Axis Benefits Consultants, Inc.

MarshBerry was financial adviser to Axis Benefits Consultants, Inc.†

September 2017 Hub International Limited Costello & Sons Insurance Brokers, Inc. Acquisition Hub International Limited has acquired Costello & Sons Insurance Brokers, Inc.

MarshBerry was financial adviser to Costello & Sons Insurance Brokers, Inc.

September 2017 PIB Group Morton Michael Acquisition

PIB Group Limited has acquired Morton Michael

IMAS acted as the exclusive financial advisor to Morton Michael*

September 2017 Specialty Program Group LLC Borisoff Insurance Services Inc. dba Monarch E&S Insurance Acquisition Specialty Program Group LLC has acquired Borisoff Insurance Services Inc. dba Monarch E&S Insurance

MarshBerry was financial adviser to Specialty Program Group, LLC

September 2017 Sunstar Insurance Group, LLC P&C division and operations of Simmons Bank Acquisition Sunstar Insurance Group, LLC has acquired P&C division and operations of Simmons Bank

MarshBerry was financial adviser to Simmons Bank

September 2017 Hub International Limited Stellarus Benefits, Inc. Acquisition Hub International Limited has acquired Stellarus Benefits, Inc.

MarshBerry was the financial adviser to Stellarus Benefits, Inc.

August 2017 Hub International Limited Coordinated Resources Group, LLC Acquisition Hub International Limited has acquired Coordinated Resources Group, LLC

MarshBerry was financial adviser to Hub International Limited

August 2017 Fred C. Church, Inc.  Duble & O'Hearn, Inc. Acquisition Fred C. Church, Inc.  has acquired Duble & O'Hearn, Inc.

MarshBerry was financial adviser to Duble & O’Hearn, Inc.

August 2017 Hub International Limited the assets of East West Insurance Services, Inc. from East West Bank Acquisition Hub International Limited has acquired the assets of East West Insurance Services, Inc. from East West Bank

MarshBerry was financial adviser to East West Insurance Services, Inc. and East West Bank

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