MarshBerry Transactions
The Leader in Merger & Acquisition Transactions.
There are clear advantages to partnering with the top-ranked Investment Banking Firm in the Insurance and Wealth Management Industries.
Sell Side Transactions
† Advisory services provided by MarshBerry Capital
Acquisition Composition Wealth, LLC has acquired Vinoble Group MarshBerry served as the financial advisor to Vinoble Group†
February 2025
HUB International Limited has acquired Mayfield Insurance, Inc. MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†
January 2025
Alera Group, Inc. has acquired Kaplansky Insurance Agency, Inc. MarshBerry served as the financial advisor to Kaplansky Insurance Agency, Inc.†
January 2025
Smith-Feike-Minton, Inc. has acquired Heskett Insurance Agency, Inc. MarshBerry served as the financial advisor to Heskett Insurance Agency, Inc.†
December 2024 
Acquisition Alera Group, Inc. has acquired The Insurance Center MarshBerry served as the financial advisor to The Insurance Center†
December 2024
OneDigital has acquired the Small Group Benefits assets of Mylo, LLC
MarshBerry served as the financial advisor to Mylo, LLC†
December 2024
The GrECo Group has invested in Comergon MarshBerry served as the financial advisor to Comergon
December 2024
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Toggle Transaction Details 12/31/24 Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc. Buyer: Wealth Enhancement Group, LLC Seller: VanceGray Wealth Management, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.† December 2024
Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†
Toggle Transaction Details 12/6/24 Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†
Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Sheila J. Butler & Company, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.† December 2024
Acquisition MFM Holding LTD has acquired Willis Owen Limited MarshBerry served as the financial advisor to Willis Owen Limited
December 2024
Acquisition Alliant Insurance Services, Inc. has acquired Union First Insurance Solutions MarshBerry served as the financial advisor to Union First Insurance Solutions†
November 2024
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†
Toggle Transaction Details 11/2024 Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims†
Brightstone Specialty Group has acquired DMI Insurance Services and South Valley Claims Buyer: Brightstone Specialty Group Seller: DMI Insurance Services and South Valley Claims MarshBerry Advisory Role: MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims† November 2024
Specialist Risk Group Limited has acquired One Claim Limited MarshBerry served as the financial advisor to One Claim Limited
November 2024
Acquisition Hub International Limited has acquired R.K. Gore & Associates
MarshBerry served as the financial advisor to R.K. Gore & Associates†
Toggle Transaction Details November 2024 Hub International Limited has acquired R.K. Gore & Associates
MarshBerry served as the financial advisor to R.K. Gore & Associates†
Hub International Limited has acquired R.K. Gore & Associates Buyer: Hub International Limited Seller: R.K. Gore & Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to R.K. Gore & Associates† November 2024 
HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association MarshBerry served as the financial advisor to Western Growers Association†
Toggle Transaction Details 11/4/24 HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association MarshBerry served as the financial advisor to Western Growers Association†
HUB International Limited has acquired Western Growers Insurance Service Buyer: HUB International Limited Seller: Western Growers Insurance Service, a subsidiary of Western Growers Association. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Western Growers Association† November 2024 
Acquisition HUB International Limited has acquired Legacy Planning Partners MarshBerry served as the financial advisor to Legacy Planning Partners†
October 2024
Acquisition Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Toggle Transaction Details October 2024 Signers National LLC has acquired a Pennsylvania-Based Business
MarshBerry served as the financial advisor to the Seller
Signers National LLC has acquired TRX Insurance Services, Inc. Buyer: Signers National LLC Seller: TRX Insurance Services, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to TRX Insurance Services, Inc. October 2024 
Arthur J. Gallagher & Co. has acquired Adept Benefits MarshBerry served as the financial advisor to Adept Benefits†
October 2024
Acquisition Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Toggle Transaction Details October 2024 Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
Connection Capital has acquired Hood Group Limited Buyer: Connection Capital Seller: Hood Group Limited MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hood Group Limited October 2024
Acquisition Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited
MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited
Buy Side Transactions
† Advisory services provided by MarshBerry Capital
Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd. MarshBerry served as the financial advisor to HUB International Limited
January 2025
Acquisition Afore Insurance Services, LLC has acquired Broussard And Associates, Inc. MarshBerry served as the financial advisor to Afore Insurance Services, LLC
January 2025
HARPER has acquired the minority stake securing full independency
MarshBerry served as the financial advisor to Harper Insurance
January 2025
Epic Insurance Brokers & Consultants has acquired a book of business from Ames & Gough
MarshBerry served as the financial advisor to Epic Insurance Brokers & Consultants
January 2025
Trucordia has acquired Rusty Healy Agency, Inc. MarshBerry served as the financial advisor to Trucordia
December 2024
Choice Financial Group, LLC has acquired Employee Benefits of Virginia MarshBerry served as the financial advisor to Choice Financial Group, LLC
Toggle Transaction Details 12/13/2024 Choice Financial Group, LLC has acquired Employee Benefits of Virginia MarshBerry served as the financial advisor to Choice Financial Group, LLC
Choice Financial Group, LLC has acquired Employee Benefits of Virginia Buyer: Choice Financial Group, LLC Seller: Employee Benefits of Virginia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Choice Financial Group, LLC December 2024
The Hilb Group, LLC has acquired a Texas-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
November 2024 
Acquisition HUB International Limited has acquired Global Ag Risk Solutions MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details 11/18/24 HUB International Limited has acquired Global Ag Risk Solutions MarshBerry served as the financial advisor to Hub International Limited
HUB International Limited has acquired Global Ag Risk Solutions Buyer: HUB International Limited Seller: Global Ag Risk Solutions MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2024
Inszone Insurance Services, Inc. has acquired The Insurance Loft MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
November 2024 
Acquisition The Hilb Group, LLC has acquired a Louisiana-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details November 2024 The Hilb Group, LLC has acquired a Louisiana-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired a Louisiana-Based Business Buyer: The Hilb Group, LLC Seller: Louisiana-Based Business MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLC October 2024 
Acquisition Inszone Insurance Services, Inc. has acquired San Antonio Insurance Services MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details 10/10/2024 Inszone Insurance Services, Inc. has acquired San Antonio Insurance Services MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. Has Acquired San Antonio Insurance Services Buyer: Inszone Insurance Services, Inc. Seller: San Antonio Insurance Services MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. October 2024
Acquisition Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc.
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Toggle Transaction Details October 2024 Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc.
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc. Buyer: Oakbridge Insurance Agency LLC Seller: Hull & Associates, Inc. MarshBerry Advisory Role: MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC October 2024 
Acquisition Alera Group, Inc. has acquired Team Alvarez Insurance Services MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details 10/1/2024 Alera Group, Inc. has acquired Team Alvarez Insurance Services MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired Team Alvarez Insurance Services Buyer: Alera Group, Inc. Seller: Team Alvarez Insurance Services MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. September 2024
Acquisition Afore Insurance Services, LLC has acquired BCA Insurance Group
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Toggle Transaction Details September 2024 Afore Insurance Services, LLC has acquired BCA Insurance Group
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Afore Insurance Services, LLC has acquired BCA Insurance Group Buyer: Afore Insurance Services, LLC Seller: BCA Insurance Group Closed Date: 09/06/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC September 2024 
Acquisition Afore Insurance Services, LLC has acquired Block Insurance
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Toggle Transaction Details September 2024 Afore Insurance Services, LLC has acquired Block Insurance
MarshBerry served as the financial advisor to Afore Insurance Services, LLC
Afore Insurance Services, LLC has acquired Block Insurance Buyer: Afore Insurance Services, LLC Seller: Block Insurance Closed Date: 09/06/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Block Insurance September 2024
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Toggle Transaction Details September 2024 Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC
MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC
Culpeper Insurance Partners, LLC has merged with Afore Insurance Services, LLC Buyer: Culpeper Insurance Partners, LLC Seller: Afore Insurance Services, LLC Closed Date: 9/6/2024 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Culpeper Insurance Partners, LLC September 2024 
Acquisition Inszone Insurance Services, Inc. has acquired L.A. Bowen Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details September 2024 Inszone Insurance Services, Inc. has acquired L.A. Bowen Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired L.A. Bowen Insurance Buyer: Inszone Insurance Services, Inc. Seller: L.A. Bowen Insurance MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. September 2024 
Acquisition Alera Group, Inc. has acquired Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance)
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details September 2024 Alera Group, Inc. has acquired Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance)
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance) Buyer: Alera Group, Inc. Seller: Berkshire Fairfield Insurance Agency, LLC and Scarafoni Financial Group (ST Insurance) MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. August 2024
PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
Toggle Transaction Details August 2024 PCF Insurance Services has acquired Asset Insurance Agency, LLC
MarshBerry served as the financial advisor to PCF Insurance Services
PCF Insurance Services has acquired Asset Insurance Agency, LLC Buyer: PCF Insurance Services Seller: Asset Insurance Agency, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to PCF Insurance Services August 2024 Acquisition The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
Toggle Transaction Details August 2024 The Hilb Group, LLC has acquired a South Carolina-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired a South Carolina-Based Business Buyer: The Hilb Group, LLC Seller: South Carolina-Based Business MarshBerry Advisory Role: MarshBerry served as the financial advisor to The Hilb Group, LLCSpecialty Transactions
† Advisory services provided by MarshBerry Capital
HUB International Limited has acquired Mayfield Insurance, Inc. MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†
October 2024
Unison Risk Advisors has acquired Avondale Insurance Associates MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Toggle Transaction Details 10/10/2024 Unison Risk Advisors has acquired Avondale Insurance Associates MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
Unison Risk Advisors has acquired Avondale Insurance Associates Buyer: Unison Risk Advisors Seller: Avondale Insurance Associates MarshBerry Advisory Role: MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale Insurance Associates† September 2024
Acquisition CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
Toggle Transaction Details September 2024 CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
CAC Group has acquired Media Guarantors Buyer: CAC Group Seller: Media Guarantors Closed Date: 09/19/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Media Guarantors† September 2024
Acquisition Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Toggle Transaction Details September 2024 Specialty Program Group LLC has acquired Professional Insurance Executives, Inc.
MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.†
Specialty Program Group LLC has acquired Professional Insurance Executives, Inc. Buyer: Specialty Program Group LLC Seller: Professional Insurance Executives, Inc. Closed Date: 09/13/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Insurance Executives, Inc.† September 2024
Acquisition South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
Toggle Transaction Details September 2024 South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services)
MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services)†
South Shore Insurance Underwriters has acquired Linneman Specialty Insurance (LSI Insurance Services) Buyer: South Shore Insurance Underwriters Seller: Linneman Specialty Insurance (LSI Insurance Services) Closed Date: 9/4/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Linneman Specialty Insurance (LSI Insurance Services) September 2024
Acquisition Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Toggle Transaction Details September 2024 Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc.
MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC†
Ryan Specialty Group, LLC has acquired Greenhill Underwriting Insurance Services, LLC from Alera Group, Inc. Buyer: Ryan Specialty Group, LLC Seller: Greenhill Underwriting Insurance Services, LLC Closed Date: 9/3/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Greenhill Underwriting Insurance Services, LLC† August 2024
Acquisition Brown & Brown Retail Holdco (Europe) Limited has acquired The CI Group Holdings Limited MarshBerry served as the financial advisor to The CI Group Holdings Limited
August 2024
Acquisition IceLake Capital has invested in Certe Groep
MarshBerry served as the financial advisor to Certe Groep
August 2024 
Acquisition Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries
MarshBerry served as the financial advisor to Total Benefit Solutions, LLC†
Toggle Transaction Details August 2024 Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries
MarshBerry served as the financial advisor to Total Benefit Solutions, LLC†
Specialty Program Group LLC has acquired Total Benefit Solutions, LLC and its subsidiaries Buyer: Specialty Program Group LLC Seller: Total Benefit Solutions, LLC Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Total Benefit Solutions, LLC† August 2024
Acquisition NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†
Toggle Transaction Details August 2024 NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance
MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance†
NSM Insurance Group has acquired GIG Insurance Group and Gifford Wells Insurance Buyer: NSM Insurance Group Seller: GIG Insurance Group and Gifford Wells Insurance Closed Date: 08/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to GIG Insurance Group and Gifford Wells Insurance† July 2024
Acquisition Novatae Risk Group, LLC has acquired Denali Specialty Group
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
Toggle Transaction Details July 2024 Novatae Risk Group, LLC has acquired Denali Specialty Group
MarshBerry served as the financial advisor to Novatae Risk Group, LLC
Novatae Risk Group, LLC has acquired Denali Specialty Group Buyer: Novatae Risk Group, LLC Seller: Denali Specialty Group Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Novatae Risk Group, LLC July 2024
Acquisition IMA Financial Group has acquired FC Capital Partners and Related Subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners†
Toggle Transaction Details July 2024 IMA Financial Group has acquired FC Capital Partners and Related Subsidiaries
MarshBerry served as the financial advisor to FC Capital Partners†
IMA Financial Group has acquired FC Capital Partners and related subsidiaries Buyer: IMA Financial Group Seller: FC Capital Partners Closed Date: 07/02/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to FC Capital Partners† July 2024 
Acquisition Inszone Insurance Services, Inc. has acquired ISU Francis-Pinney Insurance Services, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details July 2024 Inszone Insurance Services, Inc. has acquired ISU Francis-Pinney Insurance Services, Inc.
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired ISU Francis-Pinney Insurance Services, Inc. Buyer: Inszone Insurance Services, Inc. Seller: ISU Francis-Pinney Insurance Services, Inc. Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. July 2024 
Acquisition Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers†
Toggle Transaction Details July 2024 Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers
MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers†
Specialty Program Group LLC has acquired Commercial Sector Insurance Brokers Buyer: Specialty Program Group LLC Seller: Commercial Sector Insurance Brokers Closed Date: 07/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Commercial Sector Insurance Brokers† June 2024
Acquisition Beyond Risk has acquired Agricultural Insurance Management Services
MarshBerry served as the financial advisor to Agricultural Insurance Management Services†
Toggle Transaction Details June 2024 Beyond Risk has acquired Agricultural Insurance Management Services
MarshBerry served as the financial advisor to Agricultural Insurance Management Services†
Beyond Risk has acquired Agricultural Insurance Management Services Buyer: Beyond Risk Seller: Agricultural Insurance Management Services Closed Date: 6/28/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Agricultural Insurance Management Services† May 2024
Acquisition Insurance for Students, Inc. has acquired Global Secutive, LLC
MarshBerry served as the financial advisor to Global Secutive, LLC†
Toggle Transaction Details May 2024 Insurance for Students, Inc. has acquired Global Secutive, LLC
MarshBerry served as the financial advisor to Global Secutive, LLC†
Insurance for Students, Inc. has acquired Global Secutive, LLC Buyer: Insurance for Students, Inc. Seller: Global Secutive, LLC Closed Date: 05/01/2024 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Global Secutive, LLC† January 2024
Acquisition Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC†
Toggle Transaction Details January 2024 Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC
MarshBerry served as the financial advisor to Mid Valley General Agency, LLC†
Johnson & Johnson Inc. has acquired Mid Valley General Agency, LLC Buyer: Johnson & Johnson Inc. Seller: Mid Valley General Agency, LLC Location: Oregon December 2023 
Acquisition Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC
MarshBerry served as the financial advisor to Specialty Program Group LLC
Toggle Transaction Details December 2023 Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC
MarshBerry served as the financial advisor to Specialty Program Group LLC
Specialty Program Group LLC has acquired the assets of Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC Buyer: Specialty Program Group LLC Seller: Disaster Recovery Services, LLC and its affiliate, Disaster Recovery & Risk Solutions, LLC Closed Date: 12/31/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Specialty Program Group LLC December 2023 
Acquisition Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Toggle Transaction Details December 2023 Alera Group, Inc. has acquired CLS Healthcare Liability Specialists
MarshBerry served as the financial advisor to Alera Group, Inc.
Alera Group, Inc. has acquired CLS Healthcare Liability Specialists Buyer: Alera Group, Inc. Seller: CLS Healthcare Liability Specialists Closed Date: 12/31/2023 Location: Florida Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Alera Group, Inc. December 2023
Acquisition AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters†
Toggle Transaction Details December 2023 AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters
MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters†
AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters Buyer: AUB Group Limited Seller: Mexbrit and Forte Underwriters Closed Date: 12/3/2023 Location: Australia MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters†