Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC†
Toggle Transaction Details December 2023 World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC†
World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC† December 2023
Acquisition The Hilb Group, LLC has acquired multiple privately-held entities
MarshBerry served as the financial advisor to The Hilb Group, LLC
December 2023
Acquisition Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.†
Toggle Transaction Details December 2023 Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.†
Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.† November 2023
Acquisition Vantage Insurance Partners, Inc. has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
November 2023
Acquisition Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.†
Toggle Transaction Details November 2023 Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.†
Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Hughes Insurance Agency, Inc. Closed Date: 11/17/2023 Location: New York MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.† November 2023
Acquisition Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details November 2023 Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired Hawks View Insurance Buyer: Inszone Insurance Services, Inc. Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 11/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. November 2023
Acquisition Specialty Program Group LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC†
Toggle Transaction Details November 2023 Specialty Program Group LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC†
Specialty Program Group, LLC has acquired Insurance Allies, LLC Buyer: Specialty Program Group, LLC Seller: Insurance Allies, LLC Closed Date: 11/1/2023 Location: Illinois MarshBerry Advisory Role: MarshBerry served as the financial advisor to Insurance Allies, LLC† November 2023 
Acquisition Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023 Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023 Acquisition The Hilb Group, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
November 2023 
Acquisition 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 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
Acquisition Sterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
November 2023 
Acquisition 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 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
Acquisition 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. 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 
Acquisition 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. 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
Acquisition 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 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
Acquisition 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 
Acquisition 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 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 
Acquisition 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. 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 Acquisition 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. 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 
Acquisition 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†
† Advisory services provided by MarshBerry Capital
