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† Advisory services provided by MarshBerry Capital
Acquisition Confie Seguros has acquired the insurance assets of a private financial and insurance services entity
MarshBerry served as the financial advisor to the Seller
September 2023 
Acquisition Confie Seguros has acquired Apollo Insurance Services, Inc.
MarshBerry served as the financial advisor to Apollo Insurance Services, Inc.†
Toggle Transaction Details September 2023 Confie Seguros has acquired Apollo Insurance Services, Inc.
MarshBerry served as the financial advisor to Apollo Insurance Services, Inc.†
Confie Seguros has acquired Apollo Insurance Services, Inc. Buyer: Confie Seguros Seller: Apollo Insurance Services, Inc. Firm Type: Property & Casualty Closed Date: 09/01/23 Location: California Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Apollo Insurance Services, Inc.† August 2023
Acquisition McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
Toggle Transaction Details August 2023 McConkey & Company Insurance & Benefits has acquired Gallen Insurance
MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits
McConkey & Company Insurance & Benefits has acquired Gallen Insurance Buyer: McConkey & Company Insurance & Benefits Seller: Gallen Insurance Closed Date: 08/03/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to McConkey & Company Insurance & Benefits August 2023
Acquisition Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company†
Toggle Transaction Details August 2023 Marsh & McLennan Agency, LLC has acquired The Graham Company
MarshBerry served as the financial advisor to The Graham Company†
Marsh & McLennan Agency, LLC has acquired The Graham Company Buyer: Marsh & McLennan Agency, LLC Seller: The Graham Company Firm Type: Insurance and employee benefits broker Closed Date: 08/01/2023 Location: Pennsylvania Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Graham Company† August 2023
Acquisition The Hilb Group, LLC has acquired Iron Ridge Insurance Services
MarshBerry served as the financial advisor to Iron Ridge Insurance Services†
Toggle Transaction Details August 2023 The Hilb Group, LLC has acquired Iron Ridge Insurance Services
MarshBerry served as the financial advisor to Iron Ridge Insurance Services†
The Hilb Group, LLC has acquired Iron Ridge Insurance Services Buyer: The Hilb Group, LLC Seller: Iron Ridge Insurance Services Closed Date: 08/01/2023 Location: Florida MarshBerry Advisory Role: MarshBerry served as the financial advisor to Iron Ridge Insurance Services† July 2023
Acquisition Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Toggle Transaction Details July 2023 Evertree Insurance Group has acquired The Banks Agency, Inc.
MarshBerry served as the financial advisor to Evertree Insurance Group
Evertree Insurance Group has acquired The Banks Agency, Inc. Buyer: Evertree Insurance Group Seller: The Banks Agency, Inc. 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 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† Advisory services provided by MarshBerry Capital
