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The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
November 2023 AcquisitionHUB International Limited has acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
Toggle Transaction Details November 2023HUB 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 AcquisitionSterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
November 2023 AcquisitionHub International Limited has acquired Overmyer Hall Associates
MarshBerry served as the financial advisor to Overmyer Hall Associates
Toggle Transaction Details November 2023Hub 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 AcquisitionAlera Group, Inc. has acquired CBM Insurance Group
MarshBerry served as the financial advisor to CBM Insurance Group
Toggle Transaction Details November 2023Alera 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 AcquisitionArthur 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 2023Arthur 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 AcquisitionRMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
Toggle Transaction Details October 2023RMS 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 AcquisitionBrown & 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 AcquisitionHub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Toggle Transaction Details October 2023Hub 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 AcquisitionAlera Group, Inc. has acquired Brio Benefit Consulting, Inc.
MarshBerry served as the financial advisor to Brio Benefit Consulting, Inc.
Toggle Transaction Details October 2023Alera 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 AcquisitionAlera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Toggle Transaction Details October 2023Alera 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 AcquisitionSpecialty 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 AcquisitionRSC Insurance Brokerage, Inc. has acquired Fairmount Benefits
MarshBerry served as the financial advisor to RSC Insurance Brokerage, Inc.
Toggle Transaction Details September 2023RSC 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 iCapLeonard Green & Partners, L.P. has invested in Hub International Limited
MarshBerry served as a financial advisor to Hub International Limited
Toggle Transaction Details September 2023Leonard 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 AcquisitionClear Insurance Management has acquired Miles Archer Limited
IMAS acted as the exclusive financial advisor to Miles Archer Limited*
September 2023 AcquisitionOne80 Intermediaries, LLC has acquired Euclid Enviant, LLC
MarshBerry served as the financial advisor to Euclid Insurance Services
Toggle Transaction Details September 2023One80 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 AcquisitionSimplicity Group has acquired Hancock Brokerage
MarshBerry served as the financial advisor to Hancock Brokerage
Toggle Transaction Details 09/07/23Simplicity 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 AcquisitionThe Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to The Hilb Group, LLC
September 2023 AcquisitionThe Hilb Group, LLC has acquired Quality Plus Insurance
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details September 2023The 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 AcquisitionConfie Seguros has acquired the insurance assets of a private financial and insurance services entity
MarshBerry served as the financial advisor to the Seller