Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Franklin Financial Group, LLC](https://www.marshberry.com/wp-content/uploads/2023/11/Franklin-Financial-Group-LLC.png)
HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
Toggle Transaction Details November 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Franklin Financial Group, LLC](https://www.marshberry.com/wp-content/uploads/2023/11/Franklin-Financial-Group-LLC.png)
HUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
HUB International Limited has acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC November 2023![Sterling & Sterling, LLC](https://www.marshberry.com/wp-content/uploads/2023/11/Sterling-Sterling-LLC.jpg)
![A privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2024/01/MB-Logo-Hor-4C-1-300x72.jpg)
Sterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
November 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Overmyer Hall Associates](https://www.marshberry.com/wp-content/uploads/2023/11/OHA_logo_fullcolor-1.png)
Hub International Limited has acquired Overmyer Hall Associates
MarshBerry served as the financial advisor to Overmyer Hall Associates
Toggle Transaction Details November 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Overmyer Hall Associates](https://www.marshberry.com/wp-content/uploads/2023/11/OHA_logo_fullcolor-1.png)
Hub International Limited has acquired Overmyer Hall Associates
MarshBerry served as the financial advisor to Overmyer Hall Associates
Hub International Limited has acquired Overmyer Hall Associates Buyer: Hub International Limited Seller: Overmyer Hall Associates Closed Date: 11/01/2023 Location: Ohio MarshBerry Advisory Role: MarshBerry served as the financial advisor to Overmyer Hall Associates November 2023![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![CBM Insurance Group](https://www.marshberry.com/wp-content/uploads/2023/12/CMBinsurance-300x93.png)
Alera Group, Inc. has acquired CBM Insurance Group
MarshBerry served as the financial advisor to CBM Insurance Group
Toggle Transaction Details November 2023![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![CBM Insurance Group](https://www.marshberry.com/wp-content/uploads/2023/12/CMBinsurance-300x93.png)
Alera Group, Inc. has acquired CBM Insurance Group
MarshBerry served as the financial advisor to CBM Insurance Group
Alera Group, Inc. has acquired CBM Insurance Group Buyer: Alera Group, Inc. Seller: CBM Insurance Group Firm Type: Commercial P&C, Personal Lines Closed Date: 11/01/2023 Location: Delaware MarshBerry Advisory Role: MarshBerry served as the financial advisor to CBM Insurance Group October 2023![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2023/10/AJG-Website-Logo-1.png)
![Cadence Bank](https://www.marshberry.com/wp-content/uploads/2023/10/CadenceInsurance-300x99.jpg)
Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank
MarshBerry served as a financial advisor to Cadence Insurance, Inc.
Toggle Transaction Details October 2023![Arthur J. Gallagher & Co.](https://www.marshberry.com/wp-content/uploads/2023/10/AJG-Website-Logo-1.png)
![Cadence Bank](https://www.marshberry.com/wp-content/uploads/2023/10/CadenceInsurance-300x99.jpg)
Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank
MarshBerry served as a financial advisor to Cadence Insurance, Inc.
Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank Buyer: Arthur J. Gallagher Co. Seller: Cadence Bank Closed Date: Q4 2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to Cadence Insurance, Inc. October 2023![RMS Insurance Brokerage, LLC](https://www.marshberry.com/wp-content/uploads/2023/10/RMS.png)
![Clancy & Clancy Brokerage LTD](https://www.marshberry.com/wp-content/uploads/2023/10/ClancyClancy.png)
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
Toggle Transaction Details October 2023![RMS Insurance Brokerage, LLC](https://www.marshberry.com/wp-content/uploads/2023/10/RMS.png)
![Clancy & Clancy Brokerage LTD](https://www.marshberry.com/wp-content/uploads/2023/10/ClancyClancy.png)
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD Buyer: RMS Insurance Brokerage, LLC Seller: Clancy & Clancy Brokerage LTD Closed Date: 10/16/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC October 2023![Brown & Brown](https://www.marshberry.com/wp-content/uploads/2024/03/brown-and-brown-300x53.png)
![Berkley Insurance Group](https://www.marshberry.com/wp-content/uploads/2024/03/berkeley-insurance-group-300x149.jpg)
Brown & Brown has acquired Berkley Insurance Group
IMAS acted as the exclusive financial advisor to Maxted Capital Limited, the holding company of Berkley Insurance Group*
October 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Asset Protection Group, Inc.](https://www.marshberry.com/wp-content/uploads/2023/10/AP-Group-300x73.png)
Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Toggle Transaction Details October 2023![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
![Asset Protection Group, Inc.](https://www.marshberry.com/wp-content/uploads/2023/10/AP-Group-300x73.png)
Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc. October 2023![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![Brio Benefit Consulting, Inc.](https://www.marshberry.com/wp-content/uploads/2023/10/BrioBenefit.jpg)
Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.
MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.
Toggle Transaction Details October 2023![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![Brio Benefit Consulting, Inc.](https://www.marshberry.com/wp-content/uploads/2023/10/BrioBenefit.jpg)
Alera Group, Inc. has acquired Brio Benefit Consulting, Inc.
MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.
Alera Group, Inc. has acquired Brio Benefit Consulting, Inc. Buyer: Alera Group, Inc. Seller: Brio Benefit Consulting, Inc. Location: New York Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc. October 2023![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![Brio Financial Services, LLC](https://www.marshberry.com/wp-content/uploads/2023/10/BrioBenefit.jpg)
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Toggle Transaction Details October 2023![Alera Group, Inc.](https://www.marshberry.com/wp-content/uploads/2021/05/Alera-300x73.jpg)
![Brio Financial Services, LLC](https://www.marshberry.com/wp-content/uploads/2023/10/BrioBenefit.jpg)
Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLC September 2023![Specialty Program Group, LLC](https://www.marshberry.com/wp-content/uploads/2023/11/SPGlogo2023-300x38.png)
![a book of business from a privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2023/09/MB-Logo-Hor-4C-1-300x72.jpg)
Specialty Program Group, LLC has acquired a book of business from a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
September 2023![RSC Insurance Brokerage, Inc.](https://www.marshberry.com/wp-content/uploads/2021/08/Risk-Strategies-Website-Logo.png)
![Fairmount Benefits](https://www.marshberry.com/wp-content/uploads/2023/11/Fairmount-Benefits.jpg)
RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits
MarshBerry served as the financial advisor to RSC Insurance Brokerage, Inc.
Toggle Transaction Details September 2023![RSC Insurance Brokerage, Inc.](https://www.marshberry.com/wp-content/uploads/2021/08/Risk-Strategies-Website-Logo.png)
![Fairmount Benefits](https://www.marshberry.com/wp-content/uploads/2023/11/Fairmount-Benefits.jpg)
RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits
MarshBerry served as the financial advisor to RSC Insurance Brokerage, Inc.
RSC Insurance Brokerage, Inc. has acquired Fairmount Benefits Buyer: RSC Insurance Brokerage, Inc. Seller: Fairmount Benefits Firm Type: Employee Benefits Closed Date: 09/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to RSC Insurance Brokerage, Inc. September 2023![Leonard Green & Partners, L.P.](https://www.marshberry.com/wp-content/uploads/2023/05/Leonard-Green-Partners-L.P.png)
![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
Leonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as a financial advisor to Hub International Limited
Toggle Transaction Details September 2023![Leonard Green & Partners, L.P.](https://www.marshberry.com/wp-content/uploads/2023/05/Leonard-Green-Partners-L.P.png)
![Hub International Limited](https://www.marshberry.com/wp-content/uploads/2020/07/HUB-63.png)
Leonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as a financial advisor to Hub International Limited
Leonard Green & Partners, L.P. has invested in Hub International Limited Buyer: Leonard Green & Partners, L.P. Seller: Hub International Limited Closed Date: September 14, 2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as a financial advisor to Hub International Limited September 2023![Clear Insurance Management](https://www.marshberry.com/wp-content/uploads/2024/03/Clear-300x138.png)
![Miles Archer Limited](https://www.marshberry.com/wp-content/uploads/2024/03/MilesArcher-300x71.png)
Clear Insurance Management has acquired Miles Archer Limited
IMAS acted as the exclusive financial advisor to Miles Archer Limited*
September 2023![One80 Intermediaries, LLC](https://www.marshberry.com/wp-content/uploads/2022/01/One80_Intermediaries-Website-Logo.png)
![Euclid Enviant, LLC](https://www.marshberry.com/wp-content/uploads/2023/09/enviant.png)
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023![One80 Intermediaries, LLC](https://www.marshberry.com/wp-content/uploads/2022/01/One80_Intermediaries-Website-Logo.png)
![Euclid Enviant, LLC](https://www.marshberry.com/wp-content/uploads/2023/09/enviant.png)
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
One80 Intermediaries, LLC has acquired Euclid Enviant, LLC Buyer: One80 Intermediaries, LLC Seller: Euclid Insurance Services Closed Date: 09/01/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services September 2023![Simplicity Group](https://www.marshberry.com/wp-content/uploads/2023/09/Simplicity_Group-300x66.png)
![Hancock Brokerage](https://www.marshberry.com/wp-content/uploads/2023/09/HANCOCK-LOGO-300x111.png)
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23![Simplicity Group](https://www.marshberry.com/wp-content/uploads/2023/09/Simplicity_Group-300x66.png)
![Hancock Brokerage](https://www.marshberry.com/wp-content/uploads/2023/09/HANCOCK-LOGO-300x111.png)
Simplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Simplicity Group has acquired Hancock Brokerage Buyer: Simplicity Group Seller: Hancock Brokerage Closed Date: 09/01/23 Location: Louisiana MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hancock Brokerage September 2023![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![A privately-held insurance agency](https://www.marshberry.com/wp-content/uploads/2023/02/MB-Logo-Hor-4C-1-300x72.jpg)
The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
September 2023![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![Quality Plus Insurance](https://www.marshberry.com/wp-content/uploads/2023/10/Quality-Plus-300x75.png)
The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details September 2023![The Hilb Group, LLC](https://www.marshberry.com/wp-content/uploads/2020/07/Hilb-Logo-21.jpg)
![Quality Plus Insurance](https://www.marshberry.com/wp-content/uploads/2023/10/Quality-Plus-300x75.png)
The Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired Quality Plus Insurance Buyer: The Hilb Group, LLC Seller: Quality Plus Insurance Location: Louisiana Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC September 2023![Confie Seguros](https://www.marshberry.com/wp-content/uploads/2024/01/Confie.jpg)
![A private financial and insurance services entity](https://www.marshberry.com/wp-content/uploads/2024/01/MB-Logo-Hor-4C-1-300x72.jpg)
Confie Seguros has acquired the insurance assets of a private financial and insurance services entity
MarshBerry served as the financial advisor to the Seller
September 2023![Confie Seguros](https://www.marshberry.com/wp-content/uploads/2024/01/Confie.jpg)
![Apollo Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2024/01/Apollo-logo-Registered-Trademark-300x116.jpg)
Confie Seguros has acquired Apollo Insurance Services, Inc.
MarshBerry served as the financial advisor to Apollo Insurance Services, Inc.
Toggle Transaction Details September 2023![Confie Seguros](https://www.marshberry.com/wp-content/uploads/2024/01/Confie.jpg)
![Apollo Insurance Services, Inc.](https://www.marshberry.com/wp-content/uploads/2024/01/Apollo-logo-Registered-Trademark-300x116.jpg)
Confie Seguros has acquired Apollo Insurance Services, Inc.
MarshBerry served as the financial advisor to Apollo Insurance Services, Inc.
Confie Seguros has acquired Apollo Insurance Services, Inc. Buyer: Confie Seguros Seller: Apollo Insurance Services, Inc. Firm Type: Property & Casualty Closed Date: 09/01/23 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Apollo Insurance Services, Inc.