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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Recent Transactions
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† March 2025
Acquisition HUB International Limited has acquired Employee Benefit Associates, Inc. MarshBerry served as the financial advisor to HUB International Limited
March 2025
Acquisition King Risk Partners, LLC has acquired a Kentucky-Based Business MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025 Acquisition King Risk Partners, LLC has acquired a Massachusetts-Based Business MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025
Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
March 2025
Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance MarshBerry served as the financial advisor to Novatae Risk Group, LLC
February 2025
Acquisition Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust
MarshBerry served as the financial advisor to First International Bank & Trust†
February 2025
Acquisition Composition Wealth, LLC has acquired Vinoble Group MarshBerry served as the financial advisor to Vinoble Group†
February 2025 
Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd. MarshBerry served as the financial advisor to HUB International Limited
February 2025 
HUB International Limited has acquired Mayfield Insurance, Inc. MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†
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
January 2025 
Trucordia has acquired CADA Insurance MarshBerry served as the financial advisor to CADA Insurance†
January 2025
Alera Group, Inc. has acquired Kaplansky Insurance Agency, Inc. MarshBerry served as the financial advisor to Kaplansky Insurance Agency, Inc.†
January 2025
Acquisition World Insurance Associates, LLC has acquired Royalty Insurance Services, Inc. MarshBerry served as the financial advisor to World Insurance Associates, LLC
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†
