28601 Chagrin Blvd., Suite 400,,
Woodmere, Ohio 44122
United States
(440) 354-3230
www.marshberry.com
| ID | Date | Client | Buy/Sell | Target | Sector | Value |
|---|---|---|---|---|---|---|
| 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 | - |
| 182428 | 2021-12-22 | World Insurance Associates | Buy | Zodiac Insurance | Insurance | - |
| 176145 | 2021-12-16 | JP Griffin Group | Sell | JP Griffin Group | Insurance | - |
| 175952 | 2021-12-13 | Basi Insurance Services | Sell | Basi Insurance Services | Insurance | - |
| 175689 | 2021-12-07 | Arcana Insurance | Sell | Arcana Insurance | Insurance | - |
| 182353 | 2021-11-23 | World Insurance Associates | Buy | Governor Insurance | Insurance | - |
| 174753 | 2021-11-16 | Construction Risk Partners | Sell | Construction Risk Partners | Insurance | - |
| 174239 | 2021-11-04 | WGB | Sell | WGB | Insurance | - |
| 173994 | 2021-11-01 | CAI Capital Partners | Buy | Midwestern Electric | Electrical Equipment | - |
| 172204 | 2021-09-13 | JGS Insurance | Sell | JGS Insurance | Insurance | - |
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