Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2016 Alera Group, Inc. Pentra, Inc. Acquisition Alera Group, Inc. has acquired Pentra, Inc.

MarshBerry was financial adviser to Pentra, Inc.

December 2016 Alera Group, Inc. MFG Retirement Systems, Inc. dba PWA Insurance Services Acquisition Alera Group, Inc. has acquired MFG Retirement Systems, Inc. dba PWA Insurance Services

MarshBerry was financial adviser to MFG Retirement Systems, Inc. dba PWA Insurance Services

December 2016 Hub International Limited R&J McKay Agencies Limited Acquisition Hub International Limited has acquired R&J McKay Agencies Limited

MarshBerry was financial adviser to Hub International Limited

December 2016 Alera Group, Inc. Robert G. Relph Agency, Inc. dba Relph Benefit Advisors & Flexible Benefits System, Inc. 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 Alera Group, Inc. Shirazi-Miller Benefits, LLC Acquisition Alera Group, Inc. has acquired Shirazi-Miller Benefits, LLC

MarshBerry was financial adviser to Shirazi-Miller Benefits, LLC

December 2016 Alera Group, Inc. Silberstein Insurance Group, LLC Acquisition Alera Group, Inc. has acquired Silberstein Insurance Group, LLC

MarshBerry was financial adviser to Silberstein Insurance Group, LLC

December 2016 Alera Group, Inc. TRUEBenefits, LLC Acquisition Alera Group, Inc. has acquired TRUEBenefits, LLC

MarshBerry was financial adviser to TRUEBenefits, LLC

December 2016 Acrisure, LLC a privately-held insurance agency in Pennsylvania Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was financial adviser to the Seller

December 2016 Alera Group, Inc. Virtus Benefits, LLC Acquisition Alera Group, Inc. has acquired Virtus Benefits, LLC

MarshBerry was financial adviser to Virtus Benefits, LLC

December 2016 Acrisure, LLC A Book of Business from a Privately-Held Insurance Agency in Alaska Acquisition Acrisure, LLC has acquired A Book of Business from a Privately-Held Insurance Agency in Alaska

MarshBerry was financial adviser to the Seller

December 2016 Berends Hendricks Stuit Insurance Agency, Inc. Strategic Employee Benefit Services of Western Michigan, LLC Acquisition Berends Hendricks Stuit Insurance Agency, Inc. has acquired Strategic Employee Benefit Services of Western Michigan, LLC

MarshBerry was financial adviser to Strategic Employee Benefit Services of Western Michigan, LLC

December 2016 Arthur J. Gallagher & Co. The MW Bagnall Company Acquisition Arthur J. Gallagher & Co. has acquired The MW Bagnall Company

MarshBerry was financial adviser to The MW Bagnall Company

December 2016 The Hilb Group, LLC Endeavor Insurance Services, Inc. Acquisition The Hilb Group, LLC has acquired Endeavor Insurance Services, Inc.

MarshBerry was financial adviser to Endeavor Insurance Services, Inc.

December 2016 Hub International Limited Global Marine Insurance Agency Acquisition Hub International Limited has acquired Global Marine Insurance Agency

MarshBerry was financial adviser to Hub International Limited

December 2016 Hub International Limited Pinnacle Financial Group, Inc. and Pinnacle Insurance Agency, Inc. Acquisition Hub International Limited has acquired Pinnacle Financial Group, Inc. and Pinnacle Insurance Agency, Inc.

MarshBerry was financial adviser to Pinnacle Financial Group, Inc. and Pinnacle Insurance Agency, Inc.†

November 2016 AssuredPartners, Inc. TJ&S, Inc. Acquisition AssuredPartners, Inc. has acquired TJ&S, Inc.

MarshBerry was financial adviser to TJ&S, Inc.

November 2016 Leavitt Group Enterprises, Inc. BB&H Benefit Designs, Inc. Acquisition Leavitt Group Enterprises, Inc. has acquired BB&H Benefit Designs, Inc.

MarshBerry was financial adviser to BB&H Benefit Designs, Inc.

November 2016 USI Insurance Services, LLC Johnson & Bryan, Inc. Acquisition USI Insurance Services, LLC has acquired Johnson & Bryan, Inc.

MarshBerry was financial adviser to USI Insurance Services, LLC

October 2016 The Hilb Group, LLC Fundamental Insurance And Retirement Planning, Inc. Acquisition The Hilb Group, LLC has acquired Fundamental Insurance And Retirement Planning, Inc.

MarshBerry was financial adviser to Fundamental Insurance And Retirement Planning, Inc.

October 2016 Northwest Bancshares, Inc. Winans Insurance & Employee Benefits Acquisition Northwest Bancshares, Inc. has acquired Winans Insurance & Employee Benefits

MarshBerry was financial adviser to Northwest Bancshares, Inc.

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