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Acquisition Hub International Limited has acquired Joseph Aiello & Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details June 2023 Hub International Limited has acquired Joseph Aiello & Associates, Inc.
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Joseph Aiello & Associates, Inc. Buyer: Hub International Limited Seller: Joseph Aiello & 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 the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC†
Toggle Transaction Details June 2023 Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC
MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC†
Hub International Limited has acquired the employee benefits assets of Horan Associates, Inc. and Horan Smart Business, LLC Buyer: Hub International Limited Seller: Horan Associates, Inc. Firm Type: Employee Benefits Closed Date: 06/01/2023 Location: Ohio Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Horan Associates, Inc. and Horan Smart Business, LLC† May 2023
Acquisition Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC†
Toggle Transaction Details May 2023 Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC
MarshBerry served as the financial advisor to Bernard Health, LLC†
Arthur J. Gallagher & Co. has acquired the assets of Bernard Healthcare Financial Planning and Bernard Benefits from Bernard Health, LLC Buyer: Arthur J. Gallagher & Co Seller: Bernard Health, LLC Closed Date: 05/24/2023 Location: Tennessee Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Bernard Health, LLC† May 2023
Acquisition Specialist Risk Group has acquired The Medical Professional Liability Company Limited
IMAS acted as the exclusive financial advisor to The Medical Professional Liability Company Limited*
May 2023
Acquisition Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.†
Toggle Transaction Details May 2023 Risk Placement Services, Inc. has acquired RHP General Agency, Inc.
MarshBerry served as the financial advisor to RHP General Agency, Inc.†
Risk Placement Services, Inc. has acquired RHP General Agency, Inc. Buyer: Risk Placement Services, Inc. Seller: RHP General Agency, Inc. Firm Type: MGA Closed Date: 05/11/2023 Location: Texas Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to RHP General Agency, Inc.† May 2023
Acquisition Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.†
Toggle Transaction Details May 2023 Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc.
MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.†
Patriot Growth Insurance Services, LLC has acquired CoreMark Insurance Services, Inc. Buyer: Patriot Growth Insurance Services, LLC Seller: CoreMark Insurance Services, Inc. Closed Date: 05/02/2023 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to CoreMark Insurance Services, Inc.† May 2023
Acquisition Oakbridge Insurance Agency LLC has acquired JHA Risk Management
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Toggle Transaction Details May 2023 Oakbridge Insurance Agency LLC has acquired JHA Risk Management
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC has acquired JHA Risk Management Buyer: Oakbridge Insurance Agency LLC Seller: JHA Risk Management Closed Date: 05/01/2023 Location: North Carolina Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC April 2023 
Acquisition Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details April 2023 Hub International Limited has acquired The Wooditch Company
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired The Wooditch Company Buyer: Hub International Limited Seller: The Wooditch Company Closed Date: 4/24/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited April 2023
Acquisition Alera Group, Inc. has acquired iPros Insurance Professionals
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details April 2023 Alera Group, Inc. has acquired iPros Insurance Professionals
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired iPros Insurance Professionals Buyer: Alera Group, Inc. Seller: iPros Insurance Professionals Closed Date: 4/1/2023 Location: California Media: Goto Alera Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. April 2023
Acquisition Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Toggle Transaction Details April 2023 Arch Insurance Group has acquired Thimble Insurance
MarshBerry served as the financial advisor to Arch Insurance Group
Arch Insurance Group has acquired Thimble Insurance Buyer: Arch Insurance Group Seller: Thimble Insurance Closed Date: 4/3/2023 Location: New York Media: Goto Arch Group MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arch Insurance Group April 2023
Acquisition Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC†
Toggle Transaction Details April 2023 Rising Medical Solutions has acquired Preferred Disability Management, LLC
MarshBerry served as the financial advisor to Preferred Disability Management, LLC†
Rising Medical Solutions has acquired Preferred Disability Management, LLC Buyer: Rising Medical Solutions Seller: Preferred Disabilities Management, LLC Closed Date: 4/1/2023 Location: Indiana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Preferred Disability Management, LLC† April 2023
Acquisition Warburg Pincus, LLC has invested in K2 Insurance Services
MarshBerry served as a financial advisor to Warburg Pincus, LLC†
Toggle Transaction Details April 2023 Warburg Pincus, LLC has invested in K2 Insurance Services
MarshBerry served as a financial advisor to Warburg Pincus, LLC†
Warburg Pincus, LLC has invested in K2 Insurance Services Buyer: Warburg Pincus, LLC Seller: K2 Insurance Services Closed Date: 4/1/2023 Location: California Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as a financial advisor to Warburg Pincus, LLC April 2023
Acquisition Momentum Global Investment Management has acquired Crown Agents Investment Management
IMAS acted as the exclusive financial advisor to Crown Agents Bank*
April 2023 
Acquisition Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
Toggle Transaction Details April 2023 Hub International Limited has acquired Hobson Insurance
MarshBerry served as the financial advisor to Hobson Insurance
Hub International Limited has acquired Hobson Insurance Buyer: Hub International Limited Seller: Hobson Insurance Closed Date: 4/2/2023 Location: Montana Media: Goto PR Newswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hobson Insurance March 2023
Acquisition Inszone Insurance Services, Inc. has acquired Citizens General Insurance Brokers, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details March 2023 Inszone Insurance Services, Inc. has acquired Citizens General Insurance Brokers, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired Citizens General Insurance Brokers, Inc. Buyer: Inszone Insurance Services, Inc. Seller: Citizens General Insurance Brokers, Inc. Closed Date: 03/31/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. March 2023 
Acquisition Inszone Insurance Services, Inc. has acquired Starline Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details March 2023 Inszone Insurance Services, Inc. has acquired Starline Insurance Group
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired Starline Insurance Group Buyer: Inszone Insurance Services, Inc. Seller: Starline Insurance Group Closed Date: 03/31/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. March 2023 
Acquisition Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.
MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.†
Toggle Transaction Details March 2023 Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc.
MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.†
Inszone Insurance Services, Inc. has acquired Corbett & Associates Insurance Agency, Inc. Buyer: Inszone Insurance Services Seller: Corbett & Associates Insurance Agency, Inc Closed Date: 3/15/2023 Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Corbett & Associates Insurance Agency, Inc.† March 2023
Acquisition Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry International served as the financial advisor to Krabbe Assurantien
Toggle Transaction Details March 2023 Gilde Equity Management has acquired Krabbe Assurantien
MarshBerry International served as the financial advisor to Krabbe Assurantien
Gilde Equity Management has acquired Krabbe Assurantien Buyer: Gilde Equity Management Seller: Krabbe Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Krabbe Assurantien March 2023 
Acquisition Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry International served as the financial advisor to De Croes Adviesgroep
Toggle Transaction Details March 2023 Gilde Equity Management has acquired De Croes Adviesgroep
MarshBerry International served as the financial advisor to De Croes Adviesgroep
Gilde Equity Management has acquired De Croes Adviesgroep Buyer: Gilde Equity Management Seller: De Croes Adviesgroep Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to De Croes Adviesgroep March 2023 
Acquisition Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
Toggle Transaction Details March 2023 Gilde Equity Management has acquired Velthuis Assurantien
MarshBerry International served as the financial advisor to Velthuis Assurantien
Gilde Equity Management has acquired Velthuis Assurantien Buyer: Gilde Equity Management Seller: Velthuis Assurantien Closed Date: 3/16/2023 Location: International Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry International served as the financial advisor to Velthuis Assurantien† Advisory services provided by MarshBerry Capital
