Today’s ViewPoint
Recent Transactions
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
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
December 2024
Acquisition Alliant Insurance Services, Inc. has acquired Union First Insurance Solutions MarshBerry served as the financial advisor to Union First Insurance Solutions†
November 2024 
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 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 has acquired One Claim Limited MarshBerry served as the financial advisor to One Claim Limited
November 2024
Inszone Insurance Services, Inc. has acquired The Insurance Loft MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
