Transactions

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Explore All MarshBerry Transactions

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2015 Acrisure, LLC a privately-held insurance agency in Texas Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Seller

November 2015 Chase Templeton Consilium Employee Benefits Acquisition

Chase Templeton has acquired Consilium Employee Benefits

IMAS acted as the exclusive financial advisor to Consilium Employee Benefits*

October 2015 Marsh & McLennan Agency LLC Dawson Insurance Agency, Inc. Acquisition Marsh & McLennan Agency LLC has acquired Dawson Insurance Agency, Inc.

MarshBerry was financial adviser to Dawson Insurance Agency, Inc.

October 2015 The Hilb Group, LLC Gentry Insurance Agency, Inc. Acquisition The Hilb Group, LLC has acquired Gentry Insurance Agency, Inc.

MarshBerry was financial adviser to Hilb Group, LLC

October 2015 Hub International Ltd. Johnson & Wood Insurance Services, Inc. Acquisition Hub International Ltd. has acquired Johnson & Wood Insurance Services, Inc.

MarshBerry was financial adviser to Johnson & Wood Insurance Services, Inc.

September 2015 Lighthouse Insurance Group, Inc. Lake Agency, Inc. Acquisition Lighthouse Insurance Group, Inc. has acquired Lake Agency, Inc.

MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.

September 2015 USI Insurance Services, LLC Benefit Controls of the Carolinas, Inc. Acquisition USI Insurance Services, LLC has acquired Benefit Controls of the Carolinas, Inc.

MarshBerry was financial adviser to USI Insurance Services, LLC

September 2015 Acrisure, LLC a privately-held insurance agency in Louisiana Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Louisiana

MarshBerry was financial adviser to the Seller

September 2015 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

September 2015 Acrisure, LLC a privately-held insurance agency in Texas Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Seller

August 2015 Marsh McLennan Companies SME Insurance Services Acquisition

Marsh McLennan Companies has acquired SME Insurance Services

IMAS acted as the exclusive financial advisor to SME Insurance Services*

August 2015 Marsh & McLennan Agency, LLC Tequesta Insurance Advisors Acquisition Marsh & McLennan Agency, LLC has acquired Tequesta Insurance Advisors

MarshBerry was financial adviser to Marsh & McLennan Agency, LLC

August 2015 Hub International Limited Pippel Insurance Agency, Inc. Acquisition Hub International Limited has acquired Pippel Insurance Agency, Inc.

MarshBerry was financial adviser to Pippel Insurance Agency, Inc.

August 2015 Hub International Limited BW Insurance Agency, Inc. from Bank of the West Acquisition Hub International Limited has acquired BW Insurance Agency, Inc. from Bank of the West

MarshBerry was financial adviser to BW Insurance Agency, Inc. and Bank of the West

August 2015 South Carolina Financial Solutions, LLC Chastain Insurance Agency, Inc. Acquisition South Carolina Financial Solutions, LLC has acquired Chastain Insurance Agency, Inc.

MarshBerry was financial adviser to South Carolina Financial Solutions, LLC

August 2015 Marsh & McLennan Agency LLC Cline Wood Agency, Inc. Acquisition Marsh & McLennan Agency LLC has acquired Cline Wood Agency, Inc.

MarshBerry was financial adviser to Marsh & McLennan Agency, LLC

August 2015 The Hilb Group, LLC JWB Insurance Group Acquisition The Hilb Group, LLC has acquired JWB Insurance Group

MarshBerry was financial adviser to Hilb Group, LLC

August 2015 Regions Insurance, Inc. The A.I. Group, Inc. Acquisition Regions Insurance, Inc. has acquired The A.I. Group, Inc.

MarshBerry was financial adviser to Regions Insurance, Inc.

July 2015 NFP Corp. BWD Group, LLC Acquisition NFP Corp. has acquired BWD Group, LLC

MarshBerry was financial adviser to NFP Corp.

July 2015 AssuredPartners, Inc. Waltz Sheridan Crawford, Inc. Acquisition AssuredPartners, Inc. has acquired Waltz Sheridan Crawford, Inc.

MarshBerry was financial adviser to Waltz Sheridan Crawford, Inc.

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