Submit Deal
All Dealmakers
Similar Dealmakers
President at MarshBerry
Financial Advisor
Share Profile
Deal Bio
Market Context
Back to top
All rights reserved. Copyright © 2026 Datasite
Expertise (5)
Key Relationships
Sort
Target: THE BOND EXCHANGE
Bidder: EPIC INSURANCE BROKERS AND CONSULTANTS
3 Service Providers
7 Dealmakers
n/a
Value
Target: CAPSTONE GROUP
Bidder: THE BALDWIN GROUP
6 Dealmakers
Target: THE RICHARDS GROUP
Bidder: IMA FINANCIAL GROUP
4 Service Providers
Target: FLORIDA INSURANCE INC
Bidder: TRUCORDIA (FORMERLY PCF INSURANCE)
2 Service Providers
3 Dealmakers
Target: LONG RUN WEALTH ADVISORS LLC
Bidder: MERCER GLOBAL ADVISORS INC
