WH Smith Affiliate Acquires The Marshall Retail Group from Brentwood Associates

Creative Planning Acquires Marshall Financial Group

December 11, 2025

Financial Services

Creative Planning has acquired Marshall Financial Group, a Doylestown, Pennsylvania-based registered investment advisor, adding more than $900 million in assets under management and 19 employees. The deal expands Creative Planning's Mid-Atlantic presence and gives Marshall Financial access to Creative Planning's nationwide planning, tax, trust, retirement, and family office capabilities.

HSG Acquires Majority Stake in Marshall Group

January 24, 2025

Consumer Products

Funds managed by HSG entered into a definitive agreement to acquire a majority stake in Marshall Group in a deal valuing the company at EUR 1.1 billion. The transaction is subject to regulatory approvals, with the Marshall family retaining a meaningful stake of over 20% alongside major selling shareholders including Altor, Telia Company, Time for Growth, and Zenith VC.

MMGY Global Acquires Wagstaff Media & Marketing

October 11, 2022

Marketing & Advertising

MMGY Global has acquired Wagstaff Media & Marketing, which will operate as MMGY Wagstaff, expanding MMGY's footprint across North America and bolstering its public relations capabilities. The deal strengthens MMGY's West Coast presence, adds senior PR talent and travel/hospitality lifestyle expertise; founder Mary Wagstaff will remain as Partner and Managing Director.

Brentwood Associates Makes Significant Investment in Service Management Group (SMG)

October 27, 2021

Cloud & SaaS

Brentwood Associates has made a significant growth-oriented investment in Service Management Group (SMG) to accelerate product innovation, expand the company's market presence, and support its software-with-a-service (SwaS) model. As part of the transaction SMG appointed Davin Cushman as CEO and founder Andy Fromm transitioned to a passive investor role.

Worldwide Facilities Acquires Benchmark Management Group

July 2, 2019

Insurance

Worldwide Facilities, a national wholesale insurance broker and MGA, has acquired Benchmark Management Group, a managing general agent and wholesale insurance broker with operations in the Chicago and Milwaukee metro areas. The deal expands Worldwide Facilities' MGA platform by broadening its geographic footprint and specialty product offering; Benchmark principals Tim and Shawn Makowski joined Worldwide Facilities. Marsh, Berry & Company served as financial advisor to Benchmark.

Marsh & McLennan Agency Acquires MHBT Inc.

June 1, 2015

Insurance

Marsh & McLennan Agency LLC (MMA) has acquired Dallas-based MHBT Inc., one of the nation's largest independent insurance brokers. MHBT’s 350 employees and five Texas offices will join MMA and the acquisition will serve as MMA’s Southwest regional hub to expand its presence and capabilities in the region.