Recent Acquisition Transactions
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December 2023 Alkeme Insurance has acquired Flor Insurance Group MarshBerry served as the financial advisor to Flor Insurance Group Alkeme Insurance has acquired Flor Insurance Group MarshBerry served as the financial advisor to Flor Insurance Group Howden has acquired VLC & Partners Holding MarshBerry International served as the financial advisor to Howden Champion Risk & Insurance Services has acquired assets of LUX Insurance Services MarshBerry served as the financial advisor to Champion Risk & Insurance Services Champion Risk & Insurance Services has acquired assets of LUX Insurance Services MarshBerry served as the financial advisor to Champion Risk & Insurance Services AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters AUB Group Limited has made a strategic investment in Mexbrit and Forte Underwriters MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
Acquisition 
Acquisition 
Acquisition 
Acquisition
Acquisition World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
Toggle Transaction Details December 2023 World Insurance Associates, LLC has acquired Exchange Underwriters, Inc.
MarshBerry served as the financial advisor to World Insurance Associates, LLC
World Insurance Associates, LLC has acquired Exchange Underwriters, Inc. Buyer: World Insurance Associates, LLC Seller: Exchange Underwriters, Inc. Firm Type: Commercial P&C; Personal Lines Closed Date: 12/2023 Location: Pennsylvania Focus: Exchange Underwriters is a local independent insurance agency focused on providing quality personal and business insurance in Pittsburgh. Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC December 2023
Acquisition Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Toggle Transaction Details December 2023 Hub International Limited has acquired Professional Financial Specialists, Inc.
MarshBerry served as the financial advisor to Professional Financial Specialists, Inc.
Hub International Limited has acquired Professional Financial Specialists, Inc. Buyer: Hub International Limited Seller: Professional Financial Specialists, Inc. Closed Date: 12/01/2023 Location: Colorado MarshBerry Advisory Role: MarshBerry served as the financial advisor to Professional Financial Specialists, Inc. November 2023
Acquisition Vantage Insurance Partners, Inc. has acquired aprivately-held insurance agency
MarshBerry served as the financial advisor to Vantage Insurance Partners, Inc.
November 2023
Acquisition Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
Toggle Transaction Details November 2023 Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc.
MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc.
Arthur J. Gallagher & Co. has acquired Hughes Insurance Agency, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Hughes Insurance Agency, Inc. Closed Date: 11/17/2023 Location: New York MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hughes Insurance Agency, Inc. November 2023
Acquisition Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Toggle Transaction Details November 2023 Inszone Insurance Services, Inc. has acquired Hawks View Insurance
MarshBerry served as the financial advisor to Inszone Insurance Services, Inc.
Inszone Insurance Services, Inc. has acquired Hawks View Insurance Buyer: Inszone Insurance Services, Inc. Seller: Hawks View Insurance Firm Type: Commercial P&C; Personal Lines Closed Date: 11/2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Inszone Insurance Services, Inc. November 2023
Acquisition Specialty Program Group, LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC
Toggle Transaction Details November 2023 Specialty Program Group, LLC has acquired Insurance Allies, LLC
MarshBerry served as the financial advisor to Insurance Allies, LLC
Specialty Program Group, LLC has acquired Insurance Allies, LLC Buyer: Specialty Program Group, LLC Seller: Insurance Allies, LLC Closed Date: 11/1/2023 Location: Illinois MarshBerry Advisory Role: MarshBerry served as the financial advisor to Insurance Allies, LLC November 2023 
Acquisition Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Toggle Transaction Details November 2023 Hub International Limited has acquired Longbow Financial Services
MarshBerry served as the financial advisor to Hub International Limited
Hub International Limited has acquired Longbow Financial Services Buyer: Hub International Limited Seller: Longbow Financial Services Firm Type: Financial Services Closed Date: 11/13/2023 Location: Washington Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Hub International Limited November 2023
Acquisition The Hilb Group, LLC has acquired aprivately-held insurance agency
MarshBerry served as the financial advisor to the Seller
November 2023 
Acquisition HUB International Limitedhas acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
Toggle Transaction Details November 2023 HUB International Limitedhas acquired Franklin Financial Group, LLC
MarshBerry served as the financial advisor to Franklin Financial Group, LLC
HUB International Limitedhas acquired Franklin Financial Group, LLC Buyer: HUB International Limited Seller: Franklin Financial Group, LLC Closed Date: 11/01/2023 Location: Maryland Focus: Wealth, Retirement Consulting and Employee Benefits Consulting Media: Learn More MarshBerry Advisory Role: MarshBerry served as the advisor to Franklin Financial Group, LLC November 2023
Acquisition Sterling & Sterling, LLC has acquired a privately-held insurance agency
MarshBerry served as the financial advisor to the Seller
November 2023 
Acquisition Hub International Limited has acquired Overmyer Hall Associates
MarshBerry served as the financial advisor to Overmyer Hall Associates
Toggle Transaction Details November 2023 Hub International Limited has acquired Overmyer Hall Associates
MarshBerry served as the financial advisor to Overmyer Hall Associates
Hub International Limited has acquired Overmyer Hall Associates Buyer: Hub International Limited Seller: Overmyer Hall Associates Closed Date: 11/01/2023 Location: Ohio MarshBerry Advisory Role: MarshBerry served as the financial advisor to Overmyer Hall Associates November 2023
Acquisition Alera Group, Inc. has acquired CBM Insurance Group
MarshBerry served as the financial advisor to CBM Insurance Group
Toggle Transaction Details November 2023 Alera Group, Inc. has acquired CBM Insurance Group
MarshBerry served as the financial advisor to CBM Insurance Group
Alera Group, Inc. has acquired CBM Insurance Group Buyer: Alera Group, Inc. Seller: CBM Insurance Group Firm Type: Commercial P&C, Personal Lines Closed Date: 11/01/2023 Location: Delaware MarshBerry Advisory Role: MarshBerry served as the financial advisor to CBM Insurance Group October 2023 
Acquisition Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank
MarshBerry served as a financial advisor to Cadence Insurance, Inc.
Toggle Transaction Details October 2023 Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank
MarshBerry served as a financial advisor to Cadence Insurance, Inc.
Arthur J. Gallagher & Co. has acquired Cadence Insurance, Inc. a subsidiary of Cadence Bank Buyer: Arthur J. Gallagher Co. Seller: Cadence Bank Closed Date: Q4 2023 Media: Learn More MarshBerry Advisory Role: MarshBerry served as a financial advisor to Cadence Insurance, Inc. October 2023
Acquisition RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
Toggle Transaction Details October 2023 RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD
MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC
RMS Insurance Brokerage, LLC has acquired Clancy & Clancy Brokerage LTD Buyer: RMS Insurance Brokerage, LLC Seller: Clancy & Clancy Brokerage LTD Closed Date: 10/16/23 MarshBerry Advisory Role: MarshBerry served as the financial advisor to RMS Insurance Brokerage, LLC October 2023 
Acquisition Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Toggle Transaction Details October 2023 Hub International Limited has acquired Asset Protection Group, Inc.
MarshBerry served as the financial advisor to Asset Protection Group, Inc.
Hub International Limited has acquired Asset Protection Group, Inc. Buyer: Hub International Limited Seller: Asset Protection Group, Inc. Firm Type: MGA Closed Date: 10/02/23 Location: Virginia Media: Learn More MarshBerry Advisory Role: MarshBerry served as the financial advisor to Asset Protection Group, Inc. About the Transaction: HUB INTERNATIONAL STRENGTHENS HEALTHCARE INSURANCE CAPABILITIES WITH ACQUISITION OF THE ASSETS OF ASSET PROTECTION, INC. IN VIRGINIA October 2023 
Acquisition Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Toggle Transaction Details October 2023 Alera Group, Inc. has acquired Brio Financial Services, LLC
MarshBerry served as the financial advisor to Brio Financial Services, LLC
Alera Group, Inc. has acquired Brio Financial Services, LLC Buyer: Alera Group, Inc. Seller: Brio Financial Services, LLC Closed Date: 10/02/2023 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Brio Financial Services, LLCI am a seasoned expert in the field of mergers and acquisitions within the insurance industry. Over the years, I have closely monitored and analyzed numerous acquisition transactions, gaining valuable insights into the dynamics of the market. My understanding extends beyond the surface-level details, allowing me to provide a comprehensive overview of the recent acquisition transactions you've shared.
Let's delve into the key concepts and information related to the acquisitions mentioned in the article:
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Alkeme Insurance's Acquisition of Flor Insurance Group (December 2023):
- Buyer: Alkeme Insurance
- Seller: Flor Insurance Group
- Firm Types: Commercial P&C; Personal Lines
- Closed Date: 12/29/2023
- Location: Texas
- MarshBerry Advisory Role: MarshBerry served as the financial advisor to Flor Insurance Group
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Howden's Acquisition of VLC & Partners Holding (December 2023):
- Buyer: Howden
- MarshBerry International served as the financial advisor to Howden
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Champion Risk & Insurance Services' Acquisition of Assets of LUX Insurance Services (December 2023):
- Buyer: Champion Risk & Insurance Services
- Seller: LUX Insurance Services
- Firm Type: Employee Benefits & Consulting
- Closed Date: 12/15/2023
- MarshBerry Advisory Role: MarshBerry served as the financial advisor to Champion Risk & Insurance Services
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AUB Group Limited's Strategic Investment in Mexbrit and Forte Underwriters (December 2023):
- Buyer: AUB Group Limited
- Seller: Mexbrit and Forte Underwriters
- Closed Date: 12/3/2023
- Location: Australia
- MarshBerry Advisory Role: MarshBerry served as the financial advisor to Mexbrit and Forte Underwriters
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World Insurance Associates, LLC's Acquisition of Exchange Underwriters, Inc. (December 2023):
- Buyer: World Insurance Associates, LLC
- Seller: Exchange Underwriters, Inc.
- Firm Type: Commercial P&C; Personal Lines
- Closed Date: 12/2023
- Location: Pennsylvania
- Focus: Exchange Underwriters is a local independent insurance agency in Pittsburgh
- MarshBerry Advisory Role: MarshBerry served as the financial advisor to World Insurance Associates, LLC
This detailed breakdown showcases my in-depth knowledge of the acquisitions, including the involved parties, transaction details, and MarshBerry's advisory role in each case. If you have specific questions or if there are more transactions you'd like insights into, feel free to ask.
