Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition First Defiance Financial Corp. has acquired Corporate One Benefits Agency, Inc. MarshBerry was financial adviser to Corporate One Benefits Agency, Inc.
April 2017
Acquisition Prime Risk Partners, Inc. has acquired Gundermann & Gundermann, Inc. MarshBerry was financial adviser to Prime Risk Partners, Inc.
March 2017
Acquisition USI Insurance Services, LLC has acquired Cameron M. Harris & Co. LLC MarshBerry was financial adviser to USI, Inc.
March 2017
Acquisition Arthur J. Gallagher & Co. has acquired Farallone Pacific Insurance Services, LLC MarshBerry was financial adviser to Farallone Pacific Insurance Services, LLC
March 2017
Acquisition Baldwin Risk Partners has acquired Bradenton Insurance, LLC MarshBerry was financial adviser to Bradenton Insurance, LLC
March 2017
Acquisition Hub International Limited has acquired BCI Group, Inc. MarshBerry was financial adviser to BCI Group, Inc.
March 2017 
Acquisition Hub International Limited has acquired Heritage Corporate Benefits, LLC MarshBerry was financial adviser to Heritage Corporate Benefits, LLC
March 2017
Acquisition NFP Corp. has acquired HOLE-IN-ONE U.S.A. MarshBerry was financial adviser to HOLE-IN-ONE U.S.A.
March 2017
Acquisition Hilb Group, LLC has acquired American Truck Insurance Exchange, LLC MarshBerry was financial adviser to Hilb Group, LLC
March 2017 
Acquisition Hub International Limited has acquired Leavitt Insurance Services of Southern California, Inc. MarshBerry was financial adviser to Leavitt Insurance Services of Southern California, Inc.
March 2017
Acquisition Ryan Specialty Group, LLC has acquired Trident Marine Managers, Inc. MarshBerry was financial adviser to Trident Marine Managers, Inc.†
February 2017
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 
Acquisition Hub International Limited has acquired Denali Alaskan Insurance, LLC from Denali Federal Credit Union MarshBerry was financial adviser to Denali Alaskan Insurance, LLC and Denali Federal Credit Union
February 2017
Acquisition Canaccord Genuity Wealth Management has acquired C. Hoare & Co.
IMAS acted as the exclusive financial advisor to C. Hoare & Co.*
February 2017
Acquisition Zenith American Solutions has acquired Pacific Federal, LLC MarshBerry was financial adviser to Pacific Federal, LLC
February 2017
Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Florida MarshBerry was financial adviser to the Seller
February 2017 
Acquisition Hilb Group, LLC has acquired Consolidated Marketing Group, Inc. dba Charlotte Insurance MarshBerry was financial adviser to Hilb Group, LLC
February 2017 
Acquisition Ryan Specialty Group, LLC has acquired Interstate Insurance Management, Inc. MarshBerry was financial adviser to Interstate Insurance Management, Inc.
January 2017
Acquisition Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan MarshBerry was financial adviser to the Seller
December 2016
Acquisition Alera Group, Inc. has acquired A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC 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
† Advisory services provided by MarshBerry Capital
