Transactions
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Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition
Hilb Group, LLC has acquired American Truck Insurance Exchange, LLC
MarshBerry was financial adviser to Hilb Group, LLC
March 2017
Acquisition
Hub International Limited has acquired Leavitt Insurance Services of Southern California, Inc.
MarshBerry was financial adviser to Leavitt Insurance Services of Southern California, Inc.
March 2017
Acquisition
Ryan Specialty Group, LLC has acquired Trident Marine Managers, Inc.
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
Acquisition
Hub International Limited has acquired Denali Alaskan Insurance, LLC from Denali Federal Credit Union
MarshBerry was financial adviser to Denali Alaskan Insurance, LLC and Denali Federal Credit Union
February 2017
Acquisition
Canaccord Genuity Wealth Management has acquired C. Hoare & Co.
IMAS acted as the exclusive financial advisor to C. Hoare & Co.*
February 2017
Acquisition
Zenith American Solutions has acquired Pacific Federal, LLC
MarshBerry was financial adviser to Pacific Federal, LLC
February 2017
Acquisition
BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Florida
MarshBerry was financial adviser to the Seller
February 2017
Acquisition
Hilb Group, LLC has acquired Consolidated Marketing Group, Inc. dba Charlotte Insurance
MarshBerry was financial adviser to Hilb Group, LLC
February 2017
Acquisition
Ryan Specialty Group, LLC has acquired Interstate Insurance Management, Inc.
MarshBerry was financial adviser to Interstate Insurance Management, Inc.
January 2017
Acquisition
Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan
MarshBerry was financial adviser to the Seller
December 2016
Acquisition
Alera Group, Inc. has acquired A&B Insurance & Financial, Inc., AB Capital Group, LLC, Insurance Exchange, LLC, & Smart Choice Health Plans, LLC dba Florida Health Team, LLC
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
Acquisition
Alera Group, Inc. has acquired American Insurance Administrators, Inc. dba AIA Benefits Resource Group
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
Acquisition
Alera Group, Inc. has acquired Brown & Noyes, LLC dba Ardent Solutions
MarshBerry was financial adviser to Brown & Noyes, LLC dba Ardent Solutions
December 2016
Acquisition
Alera Group, Inc. has acquired Beacon Retiree Benefits Group LLC
MarshBerry was financial adviser to Beacon Retiree Benefits Group, LLC
December 2016
Acquisition
Alera Group, Inc. has acquired Benefit Advisors Network, LLC dba BAN
MarshBerry was financial adviser to Benefit Advisors Network, LLC dba BAN
December 2016
Acquisition
Alera Group, Inc. has acquired Benico, Ltd.
MarshBerry was financial adviser to Benico, Ltd.
December 2016
Acquisition
Alera Group, Inc. has acquired C. M. Smith Agency, Inc.
MarshBerry was financial adviser to C.M. Smith Agency, Inc.
December 2016
Acquisition
Hub International Limited has acquired Cathedral Insurance Services (1995) Ltd.
MarshBerry was financial adviser to Hub International Limited
December 2016
Acquisition
Alera Group, Inc. has acquired HP Planning, LLC dba CBP and/or Creative Benefit Planning
MarshBerry was financial adviser to HP Planning, LLC dba CBP and/or Creative Benefit Planning
† Advisory services provided by MarshBerry Capital