To The Point

Industry Insights & Trends

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. 

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January 2025 Harper the minority stake securing full independency

HARPER has acquired the minority stake securing full independency

MarshBerry served as the financial advisor to Harper Insurance

January 2025 Trucordia Rusty Healy Agency, Inc.  Trucordia has acquired Rusty Healy Agency, Inc.

MarshBerry served as the financial advisor to Trucordia

December 2024 The GrECo Group Comergon The GrECo Group has invested in Comergon

MarshBerry served as the financial advisor to Comergon

December 2024 Wealth Enhancement Group, LLC VanceGray Wealth Management, Inc. 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. Sheila J. Butler & Company, Inc. 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 Choice Financial Group, LLC Employee Benefits of Virginia 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 Texas-Based Business

The Hilb Group, LLC has acquired a Texas-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

December 2024 MFM Holding LTD Willis Owen Limited Acquisition MFM Holding LTD has acquired Willis Owen Limited

MarshBerry served as the financial advisor to Willis Owen Limited

November 2024 HUB International Limited Global Ag Risk Solutions 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 Brightstone Specialty Group DMI Insurance Services and South Valley Claims 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 One Claim Limited Specialist Risk Group Limited has acquired One Claim Limited

MarshBerry served as the financial advisor to One Claim Limited

November 2024 Hub International Limited R.K. Gore & Associates 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 Western Growers Insurance Service, a subsidiary of Western Growers Association 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 The Hilb Group, LLC Louisiana-Based Business 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 Arthur J. Gallagher & Co. Adept Benefits Arthur J. Gallagher & Co. has acquired Adept Benefits

MarshBerry served as the financial advisor to Adept Benefits†

October 2024 Connection Capital Hood Group Limited 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 Specialist Risk Group Stonehatch Risk Solutions Limited Acquisition

Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited 

MarshBerry served as the financial advisor to Stonehatch Risk Solutions Limited

October 2024 Unison Risk Advisors Avondale Insurance Associates 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†
October 2024 World Insurance Associates LLC First International Insurance World Insurance Associates LLC has acquired First International Insurance

MarshBerry served as the financial advisor to First International Bank & Trust†

October 2024 Inszone Insurance Services, Inc. San Antonio Insurance Services 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.