Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital


MarshBerry was financial adviser to USI, Inc.
March 2017

MarshBerry was financial adviser to Farallone Pacific Insurance Services, LLC
March 2017

MarshBerry was financial adviser to Bradenton Insurance, LLC
March 2017

MarshBerry was financial adviser to BCI Group, Inc.
March 2017

MarshBerry was financial adviser to Heritage Corporate Benefits, LLC
March 2017

MarshBerry was financial adviser to HOLE-IN-ONE U.S.A.
March 2017

MarshBerry was financial adviser to Hilb Group, LLC
March 2017

MarshBerry was financial adviser to Leavitt Insurance Services of Southern California, Inc.
March 2017

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

MarshBerry was financial adviser to Denali Alaskan Insurance, LLC and Denali Federal Credit Union
February 2017

Canaccord Genuity Wealth Management has acquired C. Hoare & Co.
IMAS acted as the exclusive financial advisor to C. Hoare & Co.*
February 2017

MarshBerry was financial adviser to Pacific Federal, LLC
February 2017

MarshBerry was financial adviser to the Seller
February 2017

MarshBerry was financial adviser to Hilb Group, LLC
February 2017

MarshBerry was financial adviser to Interstate Insurance Management, Inc.
January 2017

MarshBerry was financial adviser to the Seller
December 2016

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
December 2016

MarshBerry was financial adviser to American Insurance Administrators, Inc. dba AIA Benefits Resource Group American Insurance Administrators, Inc. dba AIA Benefits Resource Group
December 2016

MarshBerry was financial adviser to Brown & Noyes, LLC dba Ardent Solutions
† Advisory services provided by MarshBerry Capital