Acquisition Services

Complete Deal History

Broker / Agency Deals**

	Buyer	Seller	Date	Client
214.	Marsh & McLennan Agency, LLC	Seitlin Insurance & Advisory Services	11/17/2011	Buyer
213.	Brown & Brown of Northern California, Inc.	Sitzmann, Morris & Lavis Insurance	11/8/2011	Seller
212.	BB&T Insurance Services of California, Inc.	Liberty Benefits Insurance Services, Inc.	10/3/2011	Seller
211.	USI Insurance Services, LLC	First Place Insurance Ltd.	9/19/2011	Seller
210.	National Financial Partners Corp.	D/A Financial Group	9/1/2011	Seller
209.	Saginaw Bay Underwriters, Inc.	Landmark Insurance Agency, Inc.	8/30/2011	Buyer
208.	USI Insurance Services	Plumhoff & Associates, Inc.	7/21/2011	Seller
207.	Marsh & McLennan Agency LLC	Prescott Pailet Benefits LP	7/11/2011	Buyer
206.	Arthur J. Gallagher & Company	Bushong Insurance Associates, Inc.	6/13/2011	Seller
205.	Digital Insurance	Strategic Benefit Consultants	6/1/2011	Buyer
204.	Hub International Insurance Services, Inc.	First Southeast Insurance Services	5/26/2011	Buyer
203.	Westland Insurance Services	Hughes Insurance	5/17/2011	Buyer
202.	Hub International Limited	Lawson-Hawks Insurance Agency, Inc.	5/1/2011	Seller
201.	Ascension Insurance, Inc.	Walter L. Clarke & Associates, Inc.	3/31/2011	Seller
200.	Robert E. Miller Insurance Agency	Midwest Employee Benefits, Inc.	3/1/2011	Buyer
199.	Ascension Insurance, Inc.	Netherton & Boles, Inc.	1/25/2011	Buyer
198.	Keys Insurance, Inc.	Greystone Insurance	1/1/2011	Buyer
197.	Insurance Solutions 4 U, Inc./Leverity	The G. F. Hoch Company, Inc.	1/1/2011	Seller
196.	The James B. Oswald Companies	Selvaggio, Teske & Associates, Inc.	1/1/2011	Buyer
195.	Hub International Limited	Sander A. Kessler & Associates, Inc.	12/31/2010	Seller
194.	Hylant-MacLean of Cincinnati, Ltd.	Affiliated Insurance Agencies, Inc. d/b/a Swartzel Affiliated Ins. Svc.	12/31/2010	Seller
193.	Arthur J. Gallagher & Company	Herbruck, Alder & Company	12/16/2010	Seller
192.	Cretecher Heartland, LLC	CH Incorporated	12/6/2010	Buyer
191.	Brown & Brown of California, Inc.	Ruland & Mattingley Insurance Services, Inc.	12/2/2010	Seller
190.	Champion Risk &Insurance Brokers, L.P.	Leavitt Group Barlocker Insurance Services	12/1/2010	Buyer
189.	Icefyre, LLC.	Oswald Logistics Insurance	11/20/2010	Seller
188.	Alliant Insurance Services	J.D. Tanner & Associates	11/16/2010	Seller
187.	Kuhl & Company	Managed Benefits Agency, Inc.	11/1/2010	Buyer
186.	Huttenlocher Group II, Inc.	The Fulcher Companies, Inc.	10/15/2010	Seller
185.	General Insurance Services, Inc.	Swanson and Swanson Insurance, Inc.	10/1/2010	Buyer
184.	Barker Phillips Jackson	Bos Insurance	9/13/2010	Buyer
183.	George Petersen Insurance Agency	Northwest Insurance Agency, Inc.	9/1/2010	Buyer
182.	Murray Insurance Associates	Construction Bonds, Inc.	9/1/2010	Seller
181.	Hub International Insurance Services, Inc.	McFadden Insurance Agency, Inc.	9/1/2010	Seller
180.	S & P Insurance Partners, LLC	Steve Standridge Insurance, Inc.	8/25/2010	Seller
179.	Hub International Insurance Services, Inc.	Pollman’s Insurance Agency, Inc.	8/2/2010	Seller
178.	Ottawa Kent Insurance	SelectOne Insurance Agencies	7/1/2010	Buyer
177.	Brown & Brown, Inc.	The Commonwealth Insurance Group, LLC	7/1/2010	Seller
176.	Arthur J. Gallagher & Co.	Joseph James & Associates Insurance Agency, Inc.	6/1/2010	Seller
175.	Southwest Insurance Agency Alliance, LLC	HUGO New Mexico, Inc. (INEX Agency Alliance)	6/1/2010	Seller
174.	Arthur J. Gallagher	Cobbs, Allen, Hall of Georgia	2/1/2010	Seller
173.	Brown & Brown, Inc.	Insurance Exchange	2/1/2010	Seller
172.	Esser Hayes Insurance Group	Spillman & Wotyla, Inc.	1/1/2010	Both
171.	HUB International Insurance Services, Inc.	Wescom Insurance Services, LLC	12/31/2009	Seller
170.	Brown & Brown, Inc.	Alamo Insurance Group, Inc.	12/31/2009	Seller
169.	Lawson Hawks Insurance Associates	J-6 Enterprises, Inc.	11/30/2009	Seller
168.	Seubert & Associates, Inc.	Heritage Agency	10/5/2009	Buyer
167.	Seubert & Associates, Inc.	Heritage Agency	10/5/2009	Buyer
166.	Cottinghom & Butler, Inc.	Baker Tilly Employee Benefits, LLC	8/1/2009	Buyer
165.	Cottingham & Butler	Baker Tilly Employee Benefits, Inc. (Virchow Krause)	8/1/2009	Buyer
164.	McNeary, Inc.	The Benchmark Agency, Inc. dba HSLI Agency, Inc.	7/7/2009	Buyer
163.	Brown & Brown, Inc.	Camford National Insurance Brokers, LLC	7/1/2009	Seller
162.	Ascension Insurance, Inc.	Haas & Dodd, Inc.	6/30/2009	Seller
161.	Ascension Insurance, Inc.	Commercial Insurance Group	6/30/2009	Buyer
160.	Ascension Insurance, Inc.	Portal Group Holdings	6/19/2009	Buyer
159.	Ascension Insurance, Inc.	Renaissance Agencies, Inc.	6/19/2009	Buyer
158.	Ascension Insurance, Inc.	Personal Insurance, Inc.	6/19/2009	Buyer
157.	Arthur J. Gallagher	Walker Taylor Agency, Inc.	6/5/2009	Seller
156.	HUB International	Meier Insurance Agency, Inc.	5/21/2009	Seller
155.	53 Group Holdings, Inc.	NCB-Harbor Insurance Agency, Inc.	3/2/2009	Seller
154.	53 Group Holdings, Inc.	NCB-Florida Consolidated Agency, Inc.	3/2/2009	Seller
153.	EPIC Holdings, Inc.	VRT Insurance Services, Inc.	2/10/2009	Seller
152.	Arthur J. Gallagher	PartnerSource, Inc.	1/30/2009	Seller
151.	York International Agency, LLC	Sequoia Financial Partners, LLC	1/22/2009	Both
150.	Bearence Management Group, LLC	T. C. Field Company	1/7/2009	Seller
149.	Starkweather & Shepley, Inc.	The Preston Agency, Inc.	12/30/2008	Seller
148.	William J. Kamm & Sons, Inc.	Myers-Briggs and Co., Inc.	12/19/2008	Buyer
147.	Brown & Brown	Charter Insurance Services	12/18/2008	Seller
146.	James C. Jenkins Insurance Services	Athens Benefits Insurance Services, Inc.	12/17/2008	Buyer
145.	Leavitt Group Enterprises	James C. Jenkins Insurance Services, Inc.	12/17/2008	Seller
144.	Edgewood Partners Insurance Center	Complete Insurance Services, Inc.	12/12/2008	Seller
143.	Ascension Insurance, Inc.	First Charter Insurance Services, Inc.	11/30/2008	Buyer
142.	Celedinas Insurance Group	Claude D. Reese Agency	11/1/2008	Buyer
141.	HUB International GulfSouth	Pickett & Adams Insurance	9/16/2008	Seller
140.	J. Kelly, J. Sullivan, and D. O'Brien	Hayward Brown - Flagler, Inc.	8/15/2008	Seller
139.	John O. Bronson Company, Inc.	Lauer Benefits Group	8/1/2008	Seller
138.	Liberty Company Insurance Brokers	ISU Marble Insurance Agency	8/1/2008	Seller
137.	ISU Insurance Services of San Francisco	Fourth Street Park, Inc.	8/1/2008	Buyer
136.	Peninsula General Insurance Agency	Liberty Company Insurance Brokers	7/1/2008	Seller
135.	PMA Capital Corp.	Webster Risk Services	6/30/2008	Seller
134.	Arthur J. Gallagher	Voluntary Benefits Solutions, LLC	6/15/2008	Seller
133.	Bearence Management Group	Rosenbloom & Rosenbloom	6/9/2008	Seller
132.	Ascension Insurance, Inc.	Employers Mutual, Inc.	5/16/2008	Buyer
131.	Arthur J. Gallagher	Robert Petree Insurance Services	5/9/2008	Seller
130.	Gallagher Benefit Services, Inc.	Doeren Mayhew Risk Management LLC	2/11/2008	Seller
129.	Baldwin Connelly Group, LLC	Carlisle Fields	2/5/2008	Buyer
128.	USI Holdings Corporation	Webster Insurance	2/1/2008	Seller
127.	Ascension Insurance	Pan American Underwriters	1/25/2008	Buyer
126.	Baldwin Connelly Group, LLC	Nichols Insurance	1/22/2008	Seller
125.	Ascension Insurance	Bryant Wharton	1/7/2008	Buyer
124.	Cretcher-Lynch & Co.	Heartland Employee Benefits	1/1/2008	Both
123.	Payak Insurance Agency	Johnston-Dubbs Insurance	1/1/2008	Both
122.	Wallace Welch Willingham	Tampa Bay Underwriters	1/1/2008	Buyer
121.	Ottawa-Kent Insurance Agency	ChoiceOne Insurance Agencies	10/1/2007	Buyer
120.	Gallagher Benefit Services, Inc.	Benefit Insurance Services, Inc.	10/1/2007	Seller
119.	Swantner and Gordon Insurance Agency	HRH Corpus Christi Office	9/25/2007	Seller
118.	Myers & Smith Insurance Agency	Sacksteder Insurance	9/1/2007	Both
117.	Management Group-Columbian Agency	Acorn, Inc. dba Columbian Agency	8/31/2007	Buyer
116.	HUB U.S. Holdings, Inc.	The Rigg Group	8/1/2007	Buyer
115.	Arthur J. Gallagher	Carpenter, Cammack & Associates, Inc.	6/28/2007	Seller
114.	Hilb, Rogal & Hobbs	Charlton Manley Insurance, Inc.	6/5/2007	Seller
113.	Insurance Partners (Merge)	Myers Reese Smith & Chester	6/4/2007	Buyer
112.	Ahrold-Fay & Co.	Brooke E. Rosenberg, Inc.	4/1/2007	Buyer
111.	Alliance Insurance Agency	Fredericksburg Insurance Group	3/27/2007	Buyer
110.	Seibert-Keck (Merge)	Best Hoovler McTeague	3/1/2007	Buyer
109.	HUB International	Hibernia Insurance	2/14/2007	Buyer
108.	Wescom Ins. Services, Inc.	Grentner Litzinger Insurance Agency	1/31/2007	Buyer
107.	Seibert Keck (Merge)	Jack Kohl Insurance Agency (Merge)	1/1/2007	Seller
106.	Williams Manny, Inc.	Midwest Life & Health Group	1/1/2007	Buyer
105.	Swett & Crawford	Oxbridge Insurance Associates, Inc.	12/31/2006	Buyer
104.	Hilb Rogal & Hobbs Company	Loan Protector Insurance Services	12/13/2006	Seller
103.	Arthur J. Gallagher & Co.	William H. Connolly & Co.	11/30/2006	Seller
102.	Chancellor Insurance	DBG & Associates, Inc.	11/10/2006	Buyer
101.	Seubert & Associates, Inc.	Martin & Nettrour, Inc.	11/1/2006	Buyer
100.	Seubert & Associates, Inc.	Kenco Associates, Inc.	11/1/2006	Buyer
99.	Southpoint Group, Inc.	Commonwealth Insurance Group, LLC	9/29/2006	Seller
98.	Colonial Insurance Agency, LLC	Kenneth Fake Agency, Inc.	6/30/2006	Buyer
97.	The Oswald Companies	J.A. Ice & Associates	1/2/2006	Buyer
96.	NASDAQ Stock Exchange	Carpenter Moore Insurance Services, Inc.	9/7/2005	Buyer
95.	Dawson Insurance Agency, Inc.	West Fargo Insurance Agency, Inc.	7/1/2005	Buyer
94.	USI Holdings	Searcey & Searcey, Inc.	5/1/2005	Seller
93.	Barker-Phillips-Jackson, Inc.	Group Benefits	4/1/2005	Buyer
92.	Anderson Group Mgmt. Group	Office of MainSource Insurance	3/24/2005	Buyer
91.	Neace Lukens Ins. Agy. of Cleve.	Reisner & McTigueAgency, Inc.	3/10/2005	Seller
90.	Hylant Group	Dobson-McOmber Agency	2/18/2005	Seller
89.	Hotchkiss Insurance Agency	Employers General Ins. Group, Inc.	1/27/2005	Buyer
88.	Arthur J. Gallagher & Co.	Horton Insurance Agency	1/20/2005	Seller
87.	Brown & Brown	American Specialty Companies, Inc.	12/22/2004	Seller
86.	Hilb, Rogal & Hobbs	Smith, Bell & Thompson, Inc.	12/1/2004	Seller
85.	Hilb, Rogal & Hobbs	Insurance Services, Inc.	9/16/2004	Seller
84.	Brown & Brown	McDuffee Insurance Agency	7/1/2004	Seller
83.	Arthur J. Gallagher & Co.	Burch, Marcus, Pool, Krupp, Daniel & Babineaux	5/6/2004	Seller
82.	Tolman & Wiker	Inwest Agency	4/1/2004	Both
81.	Carey, Richmond & Viking Ins.	Cain & Divver Insurance, Inc.	3/1/2004	Both
80.	W.E. Walker Company	Lakenan Insurance Company	2/13/2004	Both
79.	Prince & Fleming Ins. Brokers	Sherman / Parent	2/2/2004	Both
78.	Brown & Brown, Inc.	Energy and Marine Underwriters, Inc.,	12/1/2003	Seller
77.	Brown & Brown, Inc.	Benefit Resource, Inc.	11/1/2003	Seller
76.	Brown & Brown, Inc.	Benefit Resource of Indiana, Inc.	11/1/2003	Seller
75.	Brown & Brown, Inc.	Business Benefits Group, Inc.	11/1/2003	Seller
74.	Dawson Ins. Agency, Inc. ND	Halvorson Insurance and Investments, Inc.	7/31/2003	Buyer
73.	Allegheny Insurance	Raleigh Insurance Associates, Inc.	7/1/2003	Buyer
72.	William Johnson Ins. Brokers, Inc.	Soupkup Agency Inc.	6/30/2003	Buyer
71.	Brown & Brown	Bailey-Gosling Associates, Inc.	6/24/2003	Seller
70.	Columbus Marketing, Inc.	Valenti, Trobec, Chandler, Inc.	5/30/2003	Buyer
69.	Heritage Consultants	Professional Administrators, Inc.	4/28/2003	Seller
68.	Independent Health Corporation	NOVA Healthcare Administrators, Inc.	2/20/2003	Seller
67.	Marsh & McLennan Co.	Saldana & Associates, Inc.	12/5/2002	Seller
66.	Brown & Brown	MFC&V Insurance Services, Inc.	11/13/2002	Seller
65.	Brown & Brown	John Manner Insurance Agency	9/9/2002	Seller
64.	Brown & Brown	Andersen Group, Ltd.	5/1/2002	Seller
63.	Barlocker Insurance Services	Liberty Agency	4/17/2002	Buyer
62.	Brown & Brown	Graham-Rogers, Inc.	4/1/2002	Seller
61.	Boswell Realty & Appraisal Co.	Hutchins, Cox, Stroud & Pierson	2/15/2002	Buyer
60.	Hausmann Insurance	Norman E. Johnson	1/1/2002	Both
59.	Arthur J. Gallagher & Co.	Equity Insurance Managers, Inc.	12/20/2001	Seller
58.	Arthur J. Gallagher & Co.	Equity Insurance Administrators, Inc.	12/20/2001	Seller
57.	Arthur J. Gallagher & Co.	21st Century Claims Services, Inc.	12/20/2001	Seller
56.	B. & E, LLC	Undisclosed Bank-Owned Agency	12/7/2001	Seller
55.	J. H. Agency, Inc.	Undisclosed Bank-Owned Agency	11/1/2001	Seller
54.	Korthase Ins. & Financial Svcs.	Insurance Centre of Petosky	10/1/2001	Seller
53.	Whilt, Fatch & Perry Ins. Svcs.	Carpenteria Insurance Agency, Inc.	9/1/2001	Buyer
52.	Arthur J. Gallagher & Co.	The Inwest Group, Inc.	8/6/2001	Seller
51.	Brown & Brown	Connelly Insurance Group	8/1/2001	Seller
50.	Columbus Marketing, Inc.	The Rodgers Agency, Inc.	8/1/2001	Buyer
49.	Hilb, Rogal & Hamilton	Berwanger Overmyer	6/30/2001	Seller
48.	Hub International	Burnham Stewart Group, Inc.	6/1/2001	Seller
47.	Global Marine	Fifth Third Bancorp (Branch)	5/1/2001	Buyer
46.	Bollinger, Inc.	DOW	4/2/2001	Seller
45.	Hilb, Rogal & Hamilton	B. Perkins & Company	3/30/2001	Seller
44.	Hilb, Rogal & Hamilton	The Dunlap Corporation (Branches)	2/1/2001	Seller
43.	Hilb, Rogal & Hamilton	Thomas M. Murphy	9/1/2000	Seller
42.	Schwartz Insurance	Cowan Thompson & Rohde Ins.	9/1/2000	Seller
41.	Arthur J. Gallagher & Co.	Atlantic Risk Management Corp.	8/31/2000	Seller
40.	Columbus Marketing, Inc.	Mowrey Insurance, Inc.	6/1/2000	Seller
39.	Talbot Financial Corporation	Glenview Insurance Agency, Inc.	5/22/2000	Seller
38.	The Unity Group, Inc.	Doorn Agency	5/1/2000	Buyer
37.	Randy-Jones Ins. Agency, Inc.	Stewart Insurance Agency	4/30/2000	Buyer
36.	Stokes Insurance Agency, Inc.	McDowell Insurance Agency, Inc.	1/17/2000	Buyer
35.	Bruen, Deldin, Didio Assoc., Inc.	The Dunlap Corporation (Branches)	12/31/1999	Seller
34.	Hastings Tapley Ins. Agency	Storer, Damon & Lund Comm. Lines	12/10/1999	Seller
33.	Gearhart Insurance Agency	Security Life & Casualty	10/29/1999	Seller
32.	Cooper & Cook Ins. Services	RiskPRO, LLC	9/30/1999	Buyer
31.	Saginaw Underwriters, Inc.	Independent Insurance Offices	8/1/1999	Buyer
30.	The Turner Group	William A. Gum Agency, Inc.	8/1/1999	Buyer
29.	Kleinschmidt Insurance Agency	BCN-Life	7/1/1999	Buyer
28.	Kleinschmidt Insurance Agency	Bradley Chesbrough Niswonger, Inc	7/1/1999	Buyer
27.	Bollinger, Inc.	Young & Perry	7/1/1999	Seller
26.	The Masters Agency, Inc.	Eagle Administrators Agency, Inc.	3/31/1999	Both
25.	Hausmann Insurance	Ashworth & Associates, Inc.	3/31/1999	Buyer
24.	Kuhl & Company Ins.	Gary R. Jones & Associates, Inc.	2/1/1999	Buyer
23.	Robbins-Matherly-Dils Agency, Inc.	Patti Insurance Agency, Inc.	1/29/1999	Both
22.	Arthur J. Gallagher	Gow & Hanna Group, Inc.	12/31/1998	Seller
21.	Riedman Corporation	Klein Insurance Group, Inc.	12/31/1998	Seller
20.	Allison-Eldridge Ins. Group, Inc.	Chester Agency, Inc.	12/31/1998	Buyer
19.	Hoovler McTeague	Best Insurance	12/31/1998	Both
18.	Wharton Group	Hilb, Rogal & Hamilton (Branch)	9/22/1998	Seller
17.	Berwanger Overmyer	General Insurance Agency, Inc.	9/1/1998	Buyer
16.	Carson Insurance Agency	Patterson Bell & Crane Co.	7/1/1998	Seller
15.	John D. Williams	D.C. Crowell & Co.	6/30/1998	Buyer
14.	AON Risk Services	Joseph U. Moore	6/20/1998	Seller
13.	Hilb Rogal & Hamilton	S.H. Gow	1/1/1998	Seller
12.	Hilb, Rogal & Hamilton	Bartlett Agency	1/1/1998	Seller
11.	Brown & Brown	Daniel James	12/31/1997	Seller
10.	Leonard Insurance Services	OSTROV Corporation	12/31/1997	Seller
9.	Berwanger Overmyer	Turner & Shepard	9/30/1997	Buyer
8.	Century Business Services	Next Risk Management	7/31/1997	Seller
7.	Ellsworth, LeBlanc & Ellsworth, Inc.	Hilb Rogal & Hamilton (Branch)	7/2/1997	Seller
6.	Madigan Insurance Agency	Bonnachi-Pigatore Insurance	6/30/1997	Both
5.	Riedman Corporation	Hall & Kennedy	6/30/1997	Seller
4.	Minet	Compro	12/31/1996	Seller
3.	AON Risk Services	Morency Weible & Sapa	12/31/1995	Seller
2.	Bolton & Company	RGV Insurance	12/31/1995	Both
1.	C.W. Bollinger Company	Pearsall, Maben & Frankenbach, Inc	3/31/1994	Seller
**Historical deals where MarshBerry served as an Advisor. Only large deals noteed prior to 1/1/1998.

Bank / Agency Deals**

	Buyer	Seller	Date	Client
157.	Jefferson Bank	Sanger & Altgelt	7/22/2011	Seller
156.	First Defiance Financial Corp.	Payak-Dubbs Insurance Agency	7/1/2011	Buyer
155.	First Niagara Financial Group	Pierson & Smith, Inc.	4/8/2011	Seller
154.	First Financial Corporation	Clay Ladd, Inc.	12/28/2010	Buyer
153.	First Niagara Risk Management, Inc.	Banyan Consulting, LLC	12/1/2010	Buyer
152.	First Niagara Risk Management, Inc.	Summit Insurance Group, Inc.	11/1/2010	Buyer
151.	First Niagara Risk Management, Inc.	Summit Benefits, LLC	11/1/2010	Buyer
150.	LGE Community Credit Union	LHW Insurance	9/1/2010	Buyer
149.	First Niagara Risk Management, Inc.	Associates of Risk Transfer, Inc./RTI Ins. Svcs.	8/1/2010	Buyer
148.	First Niagara Risk Management, Inc.	Three Rivers Financial Services, Inc.	8/1/2010	Buyer
147.	Alaska USA Credit Union	Rainer Pacific Insurance Services, Inc.	6/30/2010	Buyer
146.	First Insurance Investments, Inc.	Andres O'Neil & Lowe Agency, Inc.	5/15/2010	Seller
145.	Berends Hendricks Stuit Ins. Agency, Inc.	Byron Insurance Agency, Inc./Byron Bank	4/28/2010	Seller
144.	Northwest Savings Bank	Veracity Benefit Designs, Inc.	1/1/2010	Buyer
143.	BB&T Insurance Services	Oswald Trippe & Company, Inc.	11/2/2009	Seller
142.	Two Rivers Insurance Co., Inc.	Ruhl & Ruhl	12/1/2008	Seller
141.	Wells Fargo Insurance, Inc.	Doeren Mayhew Risk Management, LLC	11/14/2008	Seller
140.	Whitney Holding Company	Parish National Corporation	11/7/2008	Buyer
139.	Premier America Credit Union	Top Premium Finance	8/1/2008	Seller
138.	First Financial Holdings, Inc.	Somers-Pardue Agency, Inc.	4/10/2008	Seller
137.	National City Insurance Group, Inc.	Master Benefits Agency, Inc.	1/31/2008	Buyer
136.	Lincoln Savings Bank	Peterson-Hill Insurance	1/2/2008	Buyer
135.	BancorpSouth	Joe Max Green/Insurance Concepts	1/1/2008	Buyer
134.	BancorpSouth	AJG Risk Management-Springfield, MO	12/31/2007	Buyer
133.	Beneficial Bank	CLA Agency	10/1/2007	Buyer
132.	BancorpSouth	Insurance Network of Jonesboro	8/31/2007	Buyer
131.	National City Insurance Group	Thompson & Associates, Inc.	7/31/2007	Buyer
130.	Texans Credit Union	Curley Insurance Group	1/1/2007	Buyer
129.	David Stout	Sterling Financial / Professional Svcs. Group	12/26/2006	Seller
128.	David Stout	Sterling Financial / Corp. Group Strategies	12/26/2006	Seller
127.	Commerce Bank Insurance Services	ECBM, Inc. (book of business)	12/7/2006	Seller
126.	Alaska USA Insurance Brokers	Kelly Insurance Associates	11/1/2006	Buyer
125.	Berkshire Hills Bancorp	MassOne Insurance Agency	10/31/2006	Buyer
124.	Berkshire Hills Bancorp	Reynolds, Barnes & Hebb	10/31/2006	Buyer
123.	Berkshire Hills Bancorp	Minkler Insurance Agency	10/31/2006	Buyer
122.	Berkshire Hills Bancorp	H.S. Andrews Insurance Agency	10/31/2006	Buyer
121.	Berkshire Hills Bancorp	McCormick, Smith & Curry Insurance	10/31/2006	Buyer
120.	Hometown Bancorp, Ltd.	UnionBank Insurance Group	9/29/2006	Seller
119.	Alliance Bancshares Corp.	Battlefield Insurance Agency	9/19/2006	Buyer
118.	BNC Insurance Services	TM Richards & Associates	5/31/2006	Buyer
117.	First Banks, Inc.	Adrian Baker & Co.	4/3/2006	Buyer
116.	Arizona Federal Credit Union	The Arizona Group, Inc.	1/4/2006	Buyer
115.	American National Bank of Texas	Sleeper, Sewell & Company	12/30/2005	Buyer
114.	South Financial Group, Inc.	Lossing Insurance Agency, Inc.	11/1/2005	Seller
113.	Wescom Credit Union	Lopez Insurance Agency	11/1/2005	Buyer
112.	Alliance Bancshares	Danaher Insurance Agency	10/6/2005	Buyer
111.	Teachers Credit Union	Hruska Insurance Agency	9/30/2005	Buyer
110.	First Niagara Financial Group, Inc.	Hatch Leonard Naples, Inc.	7/31/2005	Buyer
109.	Walsh Insurance Group	HSBC Insurance Agency (USA) Inc.	6/30/2005	Seller
108.	The South Financial Group, Inc.	Bowditch Insurance Corporation	6/6/2005	Buyer
107.	Greater Bay Bancorp/ABD	Lucini/Parish Insurance, Inc.	5/2/2005	Seller
106.	Old National Bancorp	J.W.F. Insurance Companies, Inc.	5/1/2005	Buyer
105.	KNBT Bancorp, Inc.	Caruso Benefits Group, Inc.	4/1/2005	Buyer
104.	First Niagara Risk Mgmt., Inc.	Brooks-Byer Associates, Inc.	4/1/2005	Seller
103.	Guaranty Insurance Services	Walter Mortensen Insurance	2/1/2005	Buyer
102.	First Niagara Risk Management, Inc.	Bostwick Group	1/14/2005	Buyer
101.	Beneficial Savings Bank	Paul Hertel & Co.	1/14/2005	Seller
100.	Trustmark Corporation	Fisher-Brown, Inc.	12/1/2004	Seller
99.	Wescom Credit Union	Sandlin & Associates Ins. Agency, Inc.	11/30/2004	Buyer
98.	Liberty Bank of Arkansas	Town and Country Insurance Agency, Inc.	11/1/2004	Buyer
97.	Alaska USA Federal Credit Union	Ribelin Lowell & Company Ins. Brokers	10/31/2004	Buyer
96.	BancFirst Corporation	Wilcox & Jones	10/1/2004	Buyer
95.	Bippus State Bank	Insurance Service by Bailey Investment	8/16/2004	Buyer
94.	BancorpSouth, Inc. (Wright-Percy)	Henry Powell Jr. Insurance	8/1/2004	Buyer
93.	F.N.B. Corporation	Morrell, Butz & Junker	7/30/2004	Buyer
92.	Frost National Bank	Sammons Insurance Group	7/30/2004	Seller
91.	Kinecta Federal Credit Union	Apollo Agencies, Inc.	6/2/2004	Buyer
90.	Peoples Bancorp, Inc.	Barengo Insurance	5/28/2004	Buyer
89.	Peoples Bancorp, Inc.	Putnam Agency, Inc.	4/30/2004	Buyer
88.	Teachers Credit Union	Valley Employee Benefits	4/23/2004	Buyer
87.	Associated Bank-Corp	Jabas Group, Inc.	4/1/2004	Buyer
86.	Guaranty Insurance Managers	TCT Insurance Agency, Inc.	2/6/2004	Buyer
85.	Sky Financial Group, Inc.	Spencer-Patterson Agency, Inc	1/5/2004	Seller
84.	BNCCorp, Inc. (Milne Scali & Co.)	The Ins. Alliance Of The Southwest, Inc.	12/31/2003	Buyer
83.	BancorpSouth, Inc.	Ramsey, Krug, Farrell & Lensing, Inc.	7/14/2003	Buyer
82.	Greater Bay Bancorp	Sullivan & Curtis Ins. Brokers of WA., LLC	7/9/2003	Buyer
81.	Old National Bancorp, Inc.	Insurance & Risk Management	7/3/2003	Buyer
80.	First Niagara Risk Management, Inc.	Costello, Dreher, Kaiser Ins. Agency	6/30/2003	Buyer
79.	First Niagara Risk Management, Inc.	Loomis & Co., Inc.	6/30/2003	Buyer
78.	Riverside Credit Union	IRM Insurance Brokers	6/30/2003	Seller
77.	F.N.B. Corporation	Lupfer-Frakes Insurance	6/27/2003	Buyer
76.	BancorpSouth, Inc.	Wright & Percy, LLC	4/30/2003	Buyer
75.	SUN Bancorp, Inc.	Mid-Penn Insurance Associates, Inc.	4/22/2003	Buyer
74.	Old National Bancorp, Inc.	James L. Will Insurance Agency Inc	4/6/2003	Buyer
73.	Associated Banc-Corp	CFG Insurance Services, Inc.,	4/1/2003	Seller
72.	Waypoint Financial Corp.	e3 Consulting, Inc.	4/1/2003	Buyer
71.	Compass Bancshares Inc.	Maxson-Mahoney-Turner Inc.	3/18/2003	Seller
70.	Compass Bancshares Inc.	Mueller & Associates	3/18/2003	Seller
69.	Alpena Bancshares, Inc.	InsuranCenter Corp. of Alpena	2/28/2003	Seller
68.	UnionBanCal Corporation	John Burnham Insurance	12/19/2002	Seller
67.	Old National Bancorp, Inc.	Terrill Group, Inc.	12/2/2002	Buyer
66.	F.N.B. Corporation	Harry Blackwood, Inc.	10/8/2002	Buyer
65.	Waypoint Bank	Insurance Brokers of York	9/25/2002	Seller
64.	Riverside Credit Union	JTI Insurance Associates, Inc.	9/13/2002	Buyer
63.	Second Bancorp, Inc.	Stouffer-Herzog Insurance	9/4/2002	Buyer
62.	First Insurance Management	PROMISTAR Financial Corporation	6/30/2002	Seller
61.	Susquehanna Bancshares, Inc.	The Addis Group, Inc.	6/1/2002	Seller
60.	Compass Bancshares, Inc.	Schaefer-Smith-Ankeney Ins. Agency	5/29/2002	Seller
59.	First Bank Corporation	Brown-Hiller-Clark & Associates	5/7/2002	Both
58.	First Bank Corporation	B-H-C & Associates of OK, Inc.	5/7/2002	Both
57.	BNCCorp, Inc.	Milne Scali & Company	3/28/2002	Buyer
56.	Guaranty Insurance Managers	James Econn & Co., Inc.	2/1/2002	Buyer
55.	Teachers Credit Union	Rifenberg Insurance Agency	2/1/2002	Buyer
54.	Teachers Credit Union	Tower Insurance Agency	2/1/2002	Buyer
53.	Teachers Credit Union	Valley Insurance Agency, Inc.	2/1/2002	Buyer
52.	Sky Financial Group, Inc.	Celaris Group, Inc.	1/30/2002	Buyer
51.	Westex Bancorp of Delaware, Inc.	Anco Insurance Managers, Inc.	12/27/2001	Seller
50.	Greater Bay Bancorp	ABD Ins. and Financial Services, Inc.	12/19/2001	Buyer
49.	First Tennessee National Corp.	SYNAXIS Group	12/10/2001	Buyer
48.	Union Bank of California	Armstrong Robitaille Ins. Services	11/30/2001	Buyer
47.	Union Bank of California	Armstrong Robitaille Family Insurance	11/30/2001	Buyer
46.	Wachovia	Crawford, Slevin & Hicks, Ltd.	11/17/2001	Seller
45.	Hometown Bancorp Holding Co.	S.D. Holmes, Inc.	11/7/2001	Seller
44.	Hometown Bancorp Holding Co.	SDH Insurance, Inc.	11/7/2001	Seller
43.	Oakhill Financial	McNelly, Patrick & Associates	8/31/2001	Buyer
42.	Riverside Credit Union	Apollo Insurance (Book of Business)	8/8/2001	Buyer
41.	Frost Insurance Agency, Inc.	Agents Insurance Services, Inc.	8/1/2001	Seller
40.	Riverside Credit Union	North Frederick & Brewster, Inc.	7/6/2001	Buyer
39.	Riverside Credit Union	Divine Insurance	7/6/2001	Buyer
38.	National Bank & Trust	Bacon & Associates Agency, Inc.	5/4/2001	Seller
37.	National Bank & Trust	B&D Affiliated Ins. Agencies, Inc.	5/4/2001	Seller
36.	First Financial Corporation	Forrest Sherer, Inc.	4/30/2001	Buyer
35.	First National Bank of Nebraska	Gregories, Inc.	1/10/2001	Seller
34.	F.N.B. Corporation	OneSource Group	12/21/2000	Buyer
33.	F.N.B. Corporation	James T. Blalock Agency	11/28/2000	Buyer
32.	Huntington National Bank	J. Rolfe Davis	8/31/2000	Seller
31.	F.N.B. Corporation	Altamura Marsh, Inc.	8/15/2000	Buyer
30.	Rawlins National Bank	Allen Insurance & Real Estate	7/31/2000	Buyer
29.	Hibernia Corporation	Rosenthal Agency	7/1/2000	Seller
28.	F.N.B. Corporation	Connell & Herrig Insurance Inc.	6/2/2000	Buyer
27.	Old Kent Financial Corporation	Kehoe Nedrud Ins. Agency, Inc.	5/31/2000	Seller
26.	F.F.Y. Financial Corp.	Moreman-Yerian Co.	5/17/2000	Seller
25.	IBM Credit Union	Hirman Insurors	3/7/2000	Buyer
24.	F.N.B. Corporation	L.J. Kuder, Inc.	2/22/2000	Buyer
23.	Old National Bank	Sycamore Agency, Inc.	11/30/1999	Buyer
22.	Lebanon Citizens National Bank	Dakin Insurance	11/15/1999	Seller
21.	People's Bank Bridgeport, CT	Beardsley, Brown and Bassett	11/1/1999	Buyer
20.	F.N.B. Corporation	Roger Bouchard Insurance, Inc.	10/27/1999	Buyer
19.	Burlington Bank and Trust	Cady Insurance, Inc.	8/1/1999	Buyer
18.	Burlington Bank and Trust	Employee Benefits Systems, Inc.	8/1/1999	Buyer
17.	F.N.B. Corporation	Gelvin, Jackson & Starr, Inc.	6/23/1999	Buyer
16.	Indiana United Bancorp	Anderson Group, (Book of Business)	3/1/1999	Buyer
15.	People's Bank Bridgeport, CT	R.C. Knox	12/31/1998	Buyer
14.	BankNorth Corporation	A.D. Davis	12/31/1998	Seller
13.	First Niagara Financial Group	Warren Hoffman & Associates, Inc.	12/31/1998	Seller
12.	First Niagara Financial Group	Foote-Mandaville	12/31/1998	Seller
11.	First Niagara Financial Group	NOVA Healthcare Administrators	12/31/1998	Seller
10.	First Niagara Financial Group	Hollis-Boss Agency, Inc.	12/31/1998	Seller
9.	Huntington National Bank	Tice Agency	10/31/1997	Buyer
8.	Chittenden Bank	Pomerleau Agency	9/30/1997	Seller
7.	Old Kent Financial Corporation	Grand Rapids Holland	8/31/1997	Buyer
6.	Banc One (NBD)	Commerce America	8/1/1997	Buyer
5.	Banc One (NBD)	Affiliated Agencies	7/30/1997	Buyer
4.	ABN AMRO (Standard Federal)	Curti Insurance Services	7/25/1997	Seller
3.	National City (First of America)	Huttenlocher, Inc	6/30/1997	Seller
2.	Fifth Third Bancorp (Peoples)	Starke’s Insurance, Inc.	6/2/1997	Buyer
1.	Old Kent Financial Corporation	GHA Insurance	1/1/1997	Buyer
**Historical deals where MarshBerry served as an Advisor. Only large deals noteed prior to 1/1/1998.

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The documents and the information contained herein is for information purposes only. It is not intended as, and does not constitute, an offer or solicitation for the purchase or sale of any financial instrument. Except where otherwise indicated, the information provided is based on matters as they exist as of the date of preparation, and may not be updated or otherwise revised to reflect information that subsequently becomes available, or changes occurring after the date hereof. Past performance is not necessarily indicative of future results.

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