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.
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 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 2024AcquisitionMFM Holding LTD has acquired Willis Owen Limited
MarshBerry served as the financial advisor to Willis Owen Limited
November 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 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†October 2024Arthur J. Gallagher & Co. has acquired Adept Benefits
MarshBerry served as the financial advisor to Adept Benefits†
October 2024Acquisition
Specialist Risk Group Limited has acquired Stonehatch Risk Solutions Limited
MarshBerry International 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.October 2024Acquisition
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.
MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC
Oakbridge Insurance Agency LLC has acquired Hull & Associates, Inc.Buyer: Oakbridge Insurance Agency LLCSeller: Hull & Associates, Inc.MarshBerry Advisory Role:MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLCOctober 2024AcquisitionAlera Group, Inc. has acquired Team Alvarez Insurance Services
MarshBerry served as the financial advisor to Alera Group, Inc.
ToggleTransaction Details10/1/2024Alera 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 ServicesBuyer: Alera Group, Inc.Seller: Team Alvarez Insurance ServicesMarshBerry Advisory Role:MarshBerry served as the financial advisor to Alera Group, Inc. October 2024Higginbotham Insurance Agency, Inc. has acquired Fitts Agency, Inc.
MarshBerry served as the financial advisor to Fitts Agency, Inc.†
ToggleTransaction Details10/31/2024Higginbotham Insurance Agency, Inc. has acquired Fitts Agency, Inc.
MarshBerry served as the financial advisor to Fitts Agency, Inc.†
Higginbotham Insurance Agency, Inc has acquired Fitts Agency, Inc.Buyer: Higginbotham Insurance Agency, Inc.Seller: Fitts Agency, Inc.MarshBerry Advisory Role:MarshBerry served as the financial advisor to Fitts Agency, Inc.†October 2024Acquisition
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc.
MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†
AssuredPartners, Inc. has acquired CoyleKiley Insurance Agency, Inc. Buyer: AssuredPartners, Inc. Seller: CoyleKiley Insurance Agency, Inc. Closed Date:10/01/24MarshBerry Advisory Role:MarshBerry served as the financial advisor to CoyleKiley Insurance Agency, Inc.†October 2024Acquisition
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLC
MarshBerry served as the financial advisor to FitzGibbons Agency LLC†
Marshall & Sterling, Inc. has acquired FitzGibbons Agency LLCBuyer: Marshall & Sterling, Inc.Seller: FitzGibbons Agency LLCClosed Date:10/01/24MarshBerry Advisory Role:MarshBerry served as the financial advisor to FitzGibbons Agency LLC†September 2024Acquisition
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc.
MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.†
Cerity Partners, LLC has acquired Strategic Benefit Consultants, Inc. Buyer: Cerity Partners, LLC Seller: Strategic Benefit Consultants, Inc. Closed Date:09/30/24MarshBerry Advisory Role:MarshBerry served as the financial advisor to Strategic Benefit Consultants, Inc.† September 2024
PIB Group Limited has acquired RS Insurance Brokers Limited
MarshBerry International served as the financial advisor to RS Insurance Brokers Limited
September 2024Acquisition
CAC Group has acquired Media Guarantors
MarshBerry served as the financial advisor to Media Guarantors†
MarshBerry served as the financial advisor to Media Guarantors†
CAC Group has acquired Media GuarantorsBuyer: CAC GroupSeller: Media GuarantorsClosed Date:09/19/2024MarshBerry Advisory Role:MarshBerry served as the financial advisor to Media Guarantors†September 2024Acquisition
True North Advisors, LLC has acquired Clear Rock Advisors, LLC
MarshBerry served as the financial advisor to Clear Rock Advisors, LLC†