Transactions
The Leader in Merger & Acquisition Transactions.
Explore All MarshBerry Transactions
† Advisory services provided by MarshBerry Capital
Acquisition C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023 C3 Risk & Insurance Services has acquired Private Management Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Private Management Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Private Management Insurance Agency Closed Date: 7/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023 
Acquisition C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
Toggle Transaction Details July 2023 C3 Risk & Insurance Services has acquired Clark Insurance Agency
MarshBerry served as the financial advisor to C3 Risk & Insurance Services
C3 Risk & Insurance Services has acquired Clark Insurance Agency Buyer: C3 Risk & Insurance Services Seller: Clark Insurance Agency Closed Date: 07/20/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to C3 Risk & Insurance Services July 2023
Acquisition Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired Alliance Insurance Services
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alliance Insurance Services Buyer: Evertree Insurance Group Seller: Alliance Insurance Services Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023 
Acquisition Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired 1st American Insurance
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired 1st American Insurance Buyer: Evertree Insurance Group Seller: 1st American Insurance Closed Date: 7/7/2023 Location: Colorado Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023 
Acquisition Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired Alex Johnson Insurance Agency Inc. Buyer: Evertree Insurance Group Seller: Alex Johnson Insurance Agency Inc. Closed Date: 07/01/2023 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group July 2023
Acquisition Alkeme Insurance has acquired Milestone Company
MarshBerry served as the financial advisor to Alkeme Insurance
Toggle Transaction Details July 2023 Alkeme Insurance has acquired Milestone Company
MarshBerry served as the financial advisor to Alkeme Insurance
Alkeme Insurance has acquired Milestone Company Buyer: Alkeme Insurance Seller: Milestone Company Closed Date: 07/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance July 2023 
Acquisition Evertree Insurance Group has acquired State of Art Insurance Agency
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired State of Art Insurance Agency
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired State of Art Insurance Agency Buyer: Evertree Insurance Group Seller: State of Art Insurance Agency Closed Date: 07/01/2023 Location: Washington DC MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group June 2023
Acquisition RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group†
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired First Insurance Group
MarshBerry served as the financial advisor to First Insurance Group†
RSC Insurance Brokerage, Inc. has acquired First Insurance Group Buyer: RSC Insurance Brokerage, Inc. Seller: First Insurance Group Closed Date: 06/30/23 Location: Ohio MarshBerry Advisory Role: MarshBerry served as the financial advisor to First Insurance Group† June 2023
Acquisition Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.†
Toggle Transaction Details June 2023 Novatae Risk Group has acquired Far East Insurance Marketing, Inc.
MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.†
Novatae Risk Group has acquired Far East Insurance Marketing, Inc. Buyer: Novatae Risk Group Seller: Far East Insurance Marketing, Inc. Firm Type: Wholesale Closed Date: 06/30/23 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Far East Insurance Marketing, Inc.† June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company†
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company
MarshBerry served as the financial advisor to EbenConcepts Company†
RSC Insurance Brokerage, Inc. has acquired EbenConcepts Company Buyer: RSC Insurance Brokerage, Inc. Seller: EbenConcepts Company MarshBerry Advisory Role: MarshBerry served as the financial advisor to EbenConcepts Company† June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc
MarshBerry served as the financial advisor to Orchestrate HR, Inc.
RSC Insurance Brokerage, Inc. has acquired Orchestrate HR, Inc. Buyer: RSC Insurance Brokerage, Inc. Seller: OrchestrateHR, Inc. Closed Date: 06/16/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Orchestrate HR, Inc. June 2023
Acquisition King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
Toggle Transaction Details June 2023 King Insurance Partners has acquired Pavese-McCormick Agency, Inc.
MarshBerry served as the financial advisor to King Insurance Partners
King Insurance Partners has acquired Pavese-McCormick Agency, Inc. Buyer: King Insurance Partners Seller: Pavese-McCormick Agency, Inc. Closed Date: 06/15/23 Location: New Jersey MarshBerry Advisory Role: MarshBerry served as the financial advisor to King Insurance Partners June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk
MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk
MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk
RSC Insurance Brokerage, Inc. has acquired Setnor Byer Insurance & Risk Buyer: RSC Insurance Brokerage, Inc Seller: Setnor Byer Insurance & Risk Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Setnor Byer Insurance & Risk June 2023
Acquisition Hub International Limited has acquired Johnston Lewis Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Johnston Lewis Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Johnston Lewis Associates, Inc. Buyer: Hub International Limited Seller: Johnston Lewis Associates, Inc. Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Custom Results Corporate Consulting, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Custom Results Corporate Consulting, LLC Buyer: Hub International Limited Seller: Custom Results Corporate Consulting, LLC Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired the Life and Health assets of Ibex Enterprises, Inc. Buyer: Hub International Limited Seller: Ibex Enterprises, Inc. Closed Date: 06/01/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group†
Toggle Transaction Details June 2023 RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group
MarshBerry served as the financial advisor to Johnson Financial Group†
RSC Insurance Brokerage, Inc. has acquired Johnson Financial Group Buyer: RSC Insurance Brokerage, Inc. Seller: Johnson Financial Group Closed Date: 06/01/2023 Location: Wisconsin Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Johnson Financial Group† June 2023 
Acquisition Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Business Benefits Resource, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Business Benefits Resource, LLC Buyer: Hub International Limited Seller: Business Benefits Resource, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Health Insurance Consultants
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Health Insurance Consultants Buyer: Hub International Limited Seller: Health Insurance Consultants Closed Date: 06/01/2023 Location: Illinois Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited June 2023 
Acquisition Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Creative Benefit Solutions, LLC
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Creative Benefit Solutions, LLC Buyer: Hub International Limited Seller: Creative Benefit Solutions, LLC Closed Date: 06/01/2023 Location: Michigan Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited† Advisory services provided by MarshBerry Capital
