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*IMAS Corporate Finance LLP has been acquired by MarshBerry
November 2022 World Insurance Associates LLC Thorson Insurance Services

World Insurance Associates, LLC has acquired Thorson Insurance Services

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

Toggle Transaction Details November 2022

World Insurance Associates, LLC has acquired Thorson Insurance Services

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

World Insurance Associates, LLC has acquired Thorson Insurance Services Buyer: World Insurance Associates LLC Seller: Thorson Insurance Services Closed Date: 11/7/2022 Media: Goto GlobeNewswire MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
October 2022 ICON an AIMCOR Consolidated Company McQueen Kalligan Insurance Services, Inc.

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

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

October 2022 Risk Strategies Insurance Brokerage, Inc. Wallace Specialty Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group 

MarshBerry served as the financial advisor to Wallace Specialty Insurance Group

October 2022 Alera Group, Inc. Murray Insurance Agency Acquisition

Alera Group, Inc. has acquired Murray Insurance Agency

MarshBerry served as the financial advisor to Alera Group, Inc.

October 2022 RSC Insurance Brokerage, Inc. Relation Insurance Services Acquisition

RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services

MarshBerry served as the financial advisor to Relation Insurance Services

Toggle Transaction Details October 2022

RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services

MarshBerry served as the financial advisor to Relation Insurance Services

RSC Insurance Brokerage, Inc. has acquired Relation Education Solutions, a division of Relation Insurance Services Buyer: RSC Insurance Brokerage, Inc. Seller: Relation Insurance Services Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Relation Insurance Services
October 2022 Alera Group, Inc. Haylor, Freyer & Coon, Inc. Acquisition

Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.

MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.

Toggle Transaction Details October 2022

Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc.

MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.

Alera Group, Inc. has acquired Haylor, Freyer & Coon, Inc. Buyer: Alera Group, Inc. Seller: Haylor, Freyer & Coon, Inc. Closed Date: 10/17/2022 Media: Goto MarshBerry MarshBerry Advisory Role: MarshBerry served as the financial advisor to Haylor, Freyer & Coon, Inc.
October 2022 C3 Risk & Insurance Services B. Wood Insurance Merger

C3 Risk & Insurance Services has merged with B. Wood Insurance 

MarshBerry served as the financial advisor for both agencies

October 2022 World Insurance Associates, LLC Hawkeye Wholesale Insurance Services Acquisition

World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services

MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services

October 2022 Hub International Limited Guide Insurance Services Acquisition

Hub International Limited has acquired Guide Insurance Services, Inc.

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

October 2022 Warner Pacific Insurance Services American Insurance Brokers Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO Acquisition

Warner Pacific Insurance Services has acquired American Insurance Brokers, Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO

MarshBerry served as the financial advisor to UNICO

October 2022 World Insurance Associates LLC. CDR Insurance Group Inc. Acquisition

World Insurance Associates, LLC has acquired CDR Insurance Group Inc 

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

October 2022 PCF Insurance Services Paul's Insurance Services, formerly a division of Paul's Agency Acquisition

PCF Insurance Services has acquired Paul’s Insurance Services, formerly a division of Paul’s Agency 

MarshBerry served as the financial advisor to PCF Insurance

September 2022 Alera Group, Inc. Greenhill Insurance Services Acquisition

Alera Group, Inc. has acquired Greenhill Insurance Services 

MarshBerry served as the financial advisor to Greenhill Insurance Services

September 2022 One80 Intermediaries, LLC C & M First Services Inc. Acquisition

One80 Intermediaries, LLC has acquired C&M First Services, Inc. 

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

September 2022 Alera Group, Inc. Arista Consulting Group Acquisition

Alera Group, Inc. has acquired Arista Consulting Group

MarshBerry served as the financial advisor to Arista Consulting Group

Toggle Transaction Details September 2022

Alera Group, Inc. has acquired Arista Consulting Group

MarshBerry served as the financial advisor to Arista Consulting Group

Alera Group, Inc. has acquired Arista Consulting Group Buyer: Alera Group, Inc. Seller: Arista Consulting Group Closed Date: 9/12/2022 Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry served as the financial advisor to Arista Consulting Group
September 2022 World Insurance Associates, LLC Tarpey Insurance Group Acquisition

World Insurance Associates, LLC has acquired Tarpey Insurance Group

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

September 2022 Partners Group Foundation Risk Partners Acquisition

Partners Group has invested in Foundation Risk Partners

MarshBerry served as the financial advisor to Foundation Risk Partners

August 2022 World Insurance Associates, LLC Brookside General Insurance Services, Inc. Acquisition

Scottish American has acquired Brookside General Insurance Services, Inc.

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

August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC

August 2022 Hub International Limited Grace and Porta Benefits Acquisition

Hub International Limited has acquired Grace & Porta Benefits 

MarshBerry served as the financial advisor to Grace & Porta Benefits

Toggle Transaction Details 8/1/2022

Hub International Limited has acquired Grace & Porta Benefits 

MarshBerry served as the financial advisor to Grace & Porta Benefits

Hub-Grace and Porta-01/2023 Buyer: Hub International Limited Seller: Grace and Porta Benefits Closed Date: 8/1/2022 Media: Goto HUB International MarshBerry Advisory Role: MarshBerry served as the financial advisor to Grace & Porta Benefits
*IMAS Corporate Finance LLP has been acquired by MarshBerry