28601 Chagrin Blvd., Suite 400,
Woodmere, Ohio 44122
United States
(440) 354-3230
www.marshberry.com
| ID | Date | Client | Buy/Sell | Target | Sector | Value |
|---|---|---|---|---|---|---|
| 217408 | 2024-11-13 | R.K. Gore & Associates | Sell | R.K. Gore & Associates | Insurance | - |
| 216982 | 2024-11-04 | Western Growers | Sell | Western Growers Insurance Services | Insurance | - |
| 216904 | 2024-10-28 | MML | Buy | Waste Vision | Environmental | - |
| 216614 | 2024-10-22 | Avondale Insurance Associates | Sell | Avondale Insurance Associates | Insurance | - |
| 216131 | 2024-10-08 | SBC Wealth Management | Sell | SBC Wealth Management | Financial Services | - |
| 213047 | 2024-07-19 | McClements Insurance Services | Sell | McClements Insurance Services | Insurance | - |
| 212819 | 2024-07-11 | AIMS | Sell | AIMS | Insurance | - |
| 212722 | 2024-07-09 | Novatae | Buy | Denali Specialty Group | Insurance | - |
| 211180 | 2024-06-05 | Combined | Sell | Combined | Business Services | - |
| 210129 | 2024-05-08 | Walden Wealth Partners | Sell | Walden Wealth Partners | Financial Services | - |
| 209773 | 2024-05-02 | Merriwether & Williams | Sell | Merriwether & Williams | Insurance | - |
| 206047 | 2024-02-01 | Ralph Wilson Agency | Sell | Ralph Wilson Agency | Insurance | - |
| 205836 | 2024-01-25 | Professional Risk | Sell | Professional Risk | Insurance | - |
| 204306 | 2023-12-13 | World Insurance Associates | Buy | Exchange Underwriters | Insurance | - |
| 191576 | 2022-12-07 | Invensure Insurance | Sell | Invensure Insurance | Insurance | - |
| 191334 | 2022-12-01 | Warburg Pincus | Buy | K2 Insurance | Insurance | - |
| 188934 | 2022-10-05 | Guide Insurance Services | Sell | Guide Insurance Services | Insurance | - |
| 188938 | 2022-10-05 | DIF Capital Partners | Buy | Qair | Renewable Energy | - |
| 186946 | 2022-08-18 | JPIA | Sell | JPIA | Insurance | - |
| 187308 | 2022-08-01 | World Insurance Associates | Buy | Tarpey | Insurance | - |
| 187309 | 2022-08-01 | World Insurance Associates | Buy | Rush-Kent | Insurance | - |
| 183507 | 2022-06-03 | Alexander & Company | Sell | Alexander & Company | Insurance | - |
| 179443 | 2022-03-01 | Prosurance Group | Sell | Prosurance Group | Insurance | - |
| 178174 | 2022-02-01 | IRM | Sell | IRM | Insurance | - |
| 177524 | 2022-01-18 | Pearl Insurance | Sell | Pearl Insurance | Insurance | - |
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