Transactions

The Leader in Merger & Acquisition Transactions.

Explore All MarshBerry Transactions

*IMAS Corporate Finance LLP has been acquired by MarshBerry
March 2023 World Insurance Associates, LLC Iron Gates Insurance Group, LLC Acquisition

World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC

MarshBerry served as the financial advisor to World Insurance Associates, LLC

Toggle Transaction Details March 2023

World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC

MarshBerry served as the financial advisor to World Insurance Associates, LLC

World Insurance Associates, LLC has acquired Iron Gates Insurance Group, LLC Buyer: World Insurance Associates, LLC Seller: Iron Gates Insurance Group, LLC Closed Date: 3/1/2023 Location: Kansas Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
February 2023 One80 Intermediaries, LLC Manchester Specialty Programs Insurance Acquisition

One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance 

MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance

Toggle Transaction Details February 2023

One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance 

MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance

One80 Intermediaries, LLC has acquired Manchester Specialty Programs Insurance  Buyer: One80 Intermediaries, LLC Seller: Manchester Specialty Programs Insurance Closed Date: 2/1/2023 Location: MA Media: Goto One 80 Intermediaries MarshBerry Advisory Role: MarshBerry served as the financial advisor to Manchester Specialty Programs Insurance
February 2023 Global Risk Partners Henshalls Insurance Brokers Acquisition

Global Risk Partners has acquired Henshalls Insurance Brokers

IMAS acted as the exclusive financial advisor to Henshalls Insurance Brokers*

February 2023 Alkeme Insurance PEO Exchange, Inc. Acquisition

Alkeme Insurance has acquired PEO Exchange, Inc.

MarshBerry served as the financial advisor to Alkeme Insurance

Toggle Transaction Details February 2023

Alkeme Insurance has acquired PEO Exchange, Inc.

MarshBerry served as the financial advisor to Alkeme Insurance

Alkeme Insurance has acquired PEO Exchange, Inc. Buyer: Alkeme Insurance Seller: PEO Exchange, Inc. Closed Date: 2/1/2023 Location: California Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alkeme Insurance
February 2023 Inszone Insurance Services, Inc. Champions Insurance Group Acquisition

Inszone Insurance Services, Inc. has acquired Champions Insurance Group

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Toggle Transaction Details February 2023

Inszone Insurance Services, Inc. has acquired Champions Insurance Group

MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.

Inszone Insurance Services, Inc. has acquired Champions Insurance Group Buyer: Inszone Insurance Services, Inc. Seller: Champions Insurance Group Closed Date: 2/3/2023 Location: Texas Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
February 2023 The Hilb Group, LLC National Enrollment Partners Holdings, LLC Acquisition

The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC

MarshBerry served as the financial advisor to The Hilb Group, LLC

Toggle Transaction Details February 2023

The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC

MarshBerry served as the financial advisor to The Hilb Group, LLC

The Hilb Group, LLC has acquired National Enrollment Partners Holdings, LLC Buyer: The Hilb Group, LLC Seller: National Enrollment Partners Holdings, LLC Closed Date: 2/1/2023 Location: Virginia Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC
February 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

February 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

February 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

February 2023 The Hilb Group, LLC A privately-held insurance agency Acquisition

The Hilb Group, LLC has acquired a privately-held insurance agency

MarshBerry served as the financial advisor to The Hilb Group, LLC

January 2023 Quintes Weitenberg Acquisition

Quintes has acquired Weitenberg

MarshBerry International served as the financial advisor to Weitenberg

Toggle Transaction Details January 2023

Quintes has acquired Weitenberg

MarshBerry International served as the financial advisor to Weitenberg

Quintes has acquired Weitenberg Buyer: Quintes Seller: Weitenberg Closed Date: 1/26/2023 Location: Netherlands MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Weitenberg
January 2023 Evertree Insurance Group Provision Insurance Group Acquisition

Evertree Insurance Group has acquired Provision Insurance Group

MarshBerry served as the financial advisor to Evertree Insurance Group

Toggle Transaction Details January 2023

Evertree Insurance Group has acquired Provision Insurance Group

MarshBerry served as the financial advisor to Evertree Insurance Group

Evertree Insurance Group has acquired Provision Insurance Group Buyer: Evertree Insurance Group Seller: Provision Insurance Group Closed Date: 1/12/2023 Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Evertree Insurance Group
January 2023 Arthur J. Gallagher & Co. John C. Breckenridge Insurance Solutions, Inc. Acquisition

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc. 

MarshBerry served as the financial advisor to John C. Breckenridge Insurance Solutions, Inc.

Toggle Transaction Details January 2023

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc. 

MarshBerry served as the financial advisor to John C. Breckenridge Insurance Solutions, Inc.

Arthur J. Gallagher & Co. has acquired John C. Breckenridge Insurance Solutions, Inc.  Buyer: Arthur J. Gallagher & Co. Seller: John C. Breckenridge Insurance Solutions, Inc. Closed Date: 1/11/2023 Media: Goto Money Controller MarshBerry Advisory Role: MarshBerry served as the financial advisor to John C. Breckenridge Solutions, Inc.
January 2023 Relation Insurance Services, Inc. Napa Valley Insurance Services Acquisition

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services

MarshBerry served as the financial advisor to Napa Valley Insurance Services

Toggle Transaction Details January 2023

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services

MarshBerry served as the financial advisor to Napa Valley Insurance Services

Relation Insurance Services Inc. has acquired Napa Valley Insurance Services Buyer: Relation Insurance Services, Inc. Seller: Napa Valley Insurance Services Closed Date: 1/10/2023 Media: Goto Relation Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Napa Valley Insurance Services
January 2023 Assured Partners Benefit Advisors, LLC IFS Benefits Acquisition

Assured Partners Benefit Advisors, LLC has acquired IFS Benefits

MarshBerry served as the financial advisor to IFS Benefits

Toggle Transaction Details January 2023

Assured Partners Benefit Advisors, LLC has acquired IFS Benefits

MarshBerry served as the financial advisor to IFS Benefits

Assured Partners Benefit Advisors, LLC has acquired IFS Benefits Buyer: Assured Partners Benefit Advisors, LLC Seller: IFS Benefits Closed Date: 1/1/2023 Location: Delaware Media: Goto PRWeb MarshBerry Advisory Role: MarshBerry served as the financial advisor to IFS Benefits
January 2023 Global Risk Partners Christopher Trigg Ltd Acquisition

Global Risk Partners has acquired Christopher Trigg Ltd

IMAS acted as the exclusive financial advisor to Christopher Trigg Ltd*

January 2023 Specialty Program Group, LLC Euclid Fiduciary Acquisition

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

Toggle Transaction Details January 2023

Specialty Program Group, LLC has acquired Euclid Fiduciary 

MarshBerry served as the financial advisor to Euclid Insurance Services

Specialty Program Group, LLC has acquired Euclid Fiduciary  Buyer: Specialty Program Group, LLC Seller: Euclid Fiduciary Closed Date: 1/10/2023 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Euclid Insurance Services
December 2022 World Insurance Associates, LLC Tomlinson & O'Neil Insurance Acquisition

World Insurance Associates, LLC has acquired Tomlinson & O’Neil Insurance 

MarshBerry served as the financial advisor to World Insurance Associates, LLC

December 2022 RSC Insurance Brokerage Inc. Bullen Insurance Group Acquisition

RSC Insurance Brokerage, Inc.  has acquired Bullen Insurance Group

MarshBerry served as the financial advisor to Bullen Insurance Group

December 2022 Cadence Insurance Warriner & Associates Insurance, Inc Acquisition

Cadence Insurance has acquired Warriner & Associates Insurance, Inc. 

MarshBerry served as the financial advisor to Warriner & Associates Insurance, Inc.

*IMAS Corporate Finance LLP has been acquired by MarshBerry