Transactions
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† Advisory services provided by MarshBerry Capital
MarshBerry was financial adviser to HP Planning, LLC dba CBP and/or Creative Benefit Planning
December 2016 Acquisition Alera Group, Inc. has acquired Centennial Group Benefits and Insurance Services, Inc.MarshBerry was financial adviser to Centennial Group Benefits and Insurance Services, Inc.
December 2016 Acquisition NFP Corp. has acquired City Securities Insurance, LLCMarshBerry was financial adviser to NFP Corp.
December 2016 Acquisition Alera Group, Inc. has acquired Coury Health Services, Inc.MarshBerry was financial adviser to Coury Health Services, Inc.
December 2016 Acquisition Alera Group, Inc. has acquired Corporate Plans, Inc. dba CPI-HRMarshBerry was financial adviser to Corporate Plans, Inc. dba CPI-HR
December 2016 Acquisition Alera Group, Inc. has acquired Forum Benefits, Inc.MarshBerry was financial adviser to Forum Benefits, Inc.
December 2016 Acquisition Alera Group, Inc. has acquired GCG Financial, IncMarshBerry was financial adviser to the GCG Financial, Inc
December 2016 Acquisition Alera Group, Inc. has acquired K.B. Group Services, Inc. dba Group Services, IncMarshBerry was financial adviser to K.B. Group Services, Inc. dba Group Services, Inc.
December 2016 Acquisition Alera Group, Inc. has acquired Hampson Mowrer Agency, Inc. dba Hampson Mowrer Kreitz AgencyMarshBerry was financial adviser to Hampson Mowrer Agency, Inc. dba Hampson Mowrer Kreitz Agency
December 2016 Acquisition Hub International Limited has acquired Indian Head Agencies (1980) Ltd.MarshBerry was financial adviser to Hub International Limited
December 2016 Acquisition Alera Group, Inc. has acquired INGROUP Associates, Inc.MarshBerry was financial adviser to INGROUP Associates, Inc.
December 2016 Acquisition Alera Group, Inc. has acquired J.A. Counter & Associates, Inc.MarshBerry was financial adviser to J.A. Counter & Associates, Inc.
December 2016 Acquisition Hub International Limited has acquired Mainline Insurance BrokersMarshBerry was financial adviser to Hub International Limited
December 2016 Acquisition Alera Group, Inc. has acquired Pentra, Inc.MarshBerry was financial adviser to Pentra, Inc.
December 2016 Acquisition Alera Group, Inc. has acquired MFG Retirement Systems, Inc. dba PWA Insurance ServicesMarshBerry was financial adviser to MFG Retirement Systems, Inc. dba PWA Insurance Services
December 2016 Acquisition Hub International Limited has acquired R&J McKay Agencies LimitedMarshBerry was financial adviser to Hub International Limited
December 2016 Acquisition Alera Group, Inc. has acquired Robert G. Relph Agency, Inc. dba Relph Benefit Advisors & Flexible Benefits System, Inc.MarshBerry was financial adviser to Robert G. Relph Agency, Inc. dba Relph Benefit Advisors & Flexible Benefits System, Inc
December 2016 Acquisition Alera Group, Inc. has acquired Shirazi-Miller Benefits, LLCMarshBerry was financial adviser to Shirazi-Miller Benefits, LLC
December 2016 Acquisition Alera Group, Inc. has acquired Silberstein Insurance Group, LLCMarshBerry was financial adviser to Silberstein Insurance Group, LLC
December 2016 Acquisition Alera Group, Inc. has acquired TRUEBenefits, LLCMarshBerry was financial adviser to TRUEBenefits, LLC
† Advisory services provided by MarshBerry Capital