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
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 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
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
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
December 2024
Acquisition MFM Holding LTD has acquired Willis Owen Limited MarshBerry served as the financial advisor to Willis Owen Limited
