Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Michigan MarshBerry was financial adviser to the Seller
February 2018
Acquisition Long Ridge Equity Partners LLC has acquired SALI Fund Management, LLC dba SALI Fund Services, LLC MarshBerry was financial adviser to SALI Fund Management, LLC d/b/a SALI Fund Services, LLC
February 2018
Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.
MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company
February 2018
Acquisition Alera Group, Inc. has acquired Davidson Benefits Planning, LLC MarshBerry was financial adviser to Alera Group, Inc.
February 2018
Acquisition Hub International Limited has acquired Der Manouel Insurance & Financial Services, Inc. MarshBerry was the financial adviser to Der Manouel Insurance & Financial Services, Inc.†
February 2018 
Acquisition Alera Group, Inc. has acquired Spring Consulting Group, LLC MarshBerry was financial adviser to Alera Group, Inc.
February 2018 
Acquisition Alera Group, Inc. has acquired Wilson Albers & Company LLC and certain related entities MarshBerry was financial adviser to the Wilson Albers & Company LLC and certain entities†
January 2018
Acquisition Seeman Holtz Property and Casualty, Inc. has acquired Xponent Employer Solutions, Inc. MarshBerry was financial adviser to Xponent Employer Solutions, Inc.†
January 2018 
Acquisition Hub International Limited has acquired Belyer Insurance Limited dba EasyInsure MarshBerry was financial adviser to Hub International Limited
January 2018
Acquisition Sunstar Insurance Group, LLC has acquired the Jonesboro, AR agency operations from Stephens Insurance MarshBerry was financial adviser to Sunstar Insurance Group, LLC
December 2017 Acquisition Acrisure, LLC has acquired Undisclosed Insurance Agency in California MarshBerry was financial adviser to the Seller
December 2017 Acquisition Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan MarshBerry was financial adviser to the Seller
December 2017 
Merger R. N. Fey Company, Inc. has merged with Beaton Insurance Agency, LLC
MarshBerry was financial adviser to the R. N. Fey Company, Inc. and Beaton Insurance Agency, LLC
December 2017 
Acquisition Hub International Limited has acquired Contractor's Services, Inc. MarshBerry was the financial adviser to Hub International Limited
December 2017 
Acquisition Hub International Limited has acquired Surety Services, LLC MarshBerry was the financial adviser to Hub International Limited
December 2017 
Acquisition Hub International Limited has acquired Desert Empire Insurance Services, Inc. MarshBerry was the financial adviser to Desert Empire Insurance Services, Inc.†
December 2017
Acquisition Hilb Group, LLC has acquired Insurance Trustees, Inc. MarshBerry was financial adviser to Insurance Trustees, Inc.†
November 2017
Acquisition Reschini Agency, Inc. has acquired majority ownership of S&T-Evergreen Insurance, LLC MarshBerry was financial adviser to Reschini Agency, Inc.
November 2017 
Acquisition Hilb Group, LLC has acquired HR Knowledge, Inc. MarshBerry was financial adviser to HR Knowledge, Inc.†
November 2017 
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
† Advisory services provided by MarshBerry Capital
