MarshBerry’s To the Point video series provides timely insights from MarshBerry executives on industry trends. These quick videos highlight recent transactions, showcase industry thought leaders, and how your firm might be impacted by the rapidly changing market.
HARPER has acquired the minority stake securing full independency
MarshBerry served as the financial advisor to Harper Insurance
January 2025Trucordia has acquired Rusty Healy Agency, Inc.
MarshBerry served as the financial advisor to Trucordia
December 2024The GrECo Group has invested in Comergon
MarshBerry served as the financial advisor to Comergon
December 2024Wealth Enhancement Group, LLC has acquired VanceGray Wealth Management, Inc.
MarshBerry served as the financial advisor to VanceGray Wealth Management, Inc.†
ToggleTransaction Details12/31/24Wealth 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 2024Arthur J. Gallagher & Co. has acquired Sheila J. Butler & Company, Inc.
MarshBerry served as the financial advisor to Sheila J. Butler & Company, Inc.†
ToggleTransaction Details12/6/24Arthur 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 2024Choice Financial Group, LLC has acquired Employee Benefits of Virginia
MarshBerry served as the financial advisor to Choice Financial Group, LLC
ToggleTransaction Details12/13/2024Choice 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 VirginiaBuyer: Choice Financial Group, LLCSeller: Employee Benefits of VirginiaMarshBerry Advisory Role:MarshBerry served as the financial advisor to Choice Financial Group, LLCDecember 2024
The Hilb Group, LLC has acquired a Texas-Based Business
MarshBerry served as the financial advisor to The Hilb Group, LLC
December 2024AcquisitionMFM Holding LTD has acquired Willis Owen Limited
MarshBerry served as the financial advisor to Willis Owen Limited
November 2024AcquisitionHUB International Limited has acquired Global Ag Risk Solutions
MarshBerry served as the financial advisor to Hub International Limited
ToggleTransaction Details11/18/24HUB 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 SolutionsBuyer: HUB International LimitedSeller: Global Ag Risk SolutionsMarshBerry Advisory Role:MarshBerry served as the financial advisor to Hub International LimitedNovember 2024Brightstone 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†
ToggleTransaction Details11/2024Brightstone 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 ClaimsBuyer: Brightstone Specialty GroupSeller: DMI Insurance Services and South Valley ClaimsMarshBerry Advisory Role:MarshBerry served as the financial advisor to DMI Insurance Services and South Valley Claims† November 2024Specialist Risk Group Limited has acquired One Claim Limited
MarshBerry served as the financial advisor to One Claim Limited
November 2024Acquisition
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
MarshBerry served as the financial advisor to R.K. Gore & Associates†
Hub International Limited has acquired R.K. Gore & AssociatesBuyer: Hub International LimitedSeller: R.K. Gore & AssociatesMarshBerry Advisory Role:MarshBerry served as the financial advisor to R.K. Gore & Associates†November 2024HUB International Limited has acquired Western Growers Insurance Service, a subsidiary of Western Growers Association
MarshBerry served as the financial advisor to Western Growers Association†
ToggleTransaction Details11/4/24HUB 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 ServiceBuyer: HUB International LimitedSeller: Western Growers Insurance Service, a subsidiary of Western Growers Association.MarshBerry Advisory Role:MarshBerry served as the financial advisor to Western Growers Association†November 2024Acquisition
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
MarshBerry served as the financial advisor to The Hilb Group, LLC
The Hilb Group, LLC has acquired a Louisiana-Based BusinessBuyer: The Hilb Group, LLCSeller: Louisiana-Based BusinessMarshBerry Advisory Role:MarshBerry served as the financial advisor to The Hilb Group, LLCOctober 2024Arthur J. Gallagher & Co. has acquired Adept Benefits
MarshBerry served as the financial advisor to Adept Benefits†
October 2024Acquisition
Connection Capital has acquired Hood Group Limited
MarshBerry served as the financial advisor to Hood Group Limited
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 CapitalSeller: Hood Group Limited MarshBerry Advisory Role:MarshBerry served as the financial advisor to Hood Group Limited October 2024Acquisition
Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited
MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited
October 2024Unison Risk Advisors has acquired Avondale Insurance Associates
MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale†
ToggleTransaction Details10/10/2024Unison 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 AssociatesBuyer: Unison Risk AdvisorsSeller: Avondale Insurance AssociatesMarshBerry Advisory Role:MarshBerry served as the financial advisor to Avoca Holdings, the parent company of Avondale Insurance Associates† October 2024World Insurance Associates LLC has acquired First International Insurance
MarshBerry served as the financial advisor to First International Bank & Trust†
October 2024AcquisitionInszone Insurance Services, Inc. has acquired San Antonio Insurance Services
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
ToggleTransaction Details10/10/2024Inszone 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 ServicesBuyer: Inszone Insurance Services, Inc.Seller: San Antonio Insurance ServicesMarshBerry Advisory Role:MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.