Complete Deal History

Broker / Agency Deals**

BuyerSellerDateClient
166.Seubert & Associates, Inc.Heritage Agency10/5/2009Buyer
165.Cottinghom & Butler, Inc.Baker Tilly Employee Benefits, LLC8/1/2009Buyer
164.McNeary, Inc.The Benchmark Agency, Inc. dba HSLI Agency, Inc.7/7/2009Buyer
163.Brown & Brown, Inc.Camford National Insurance Brokers, LLC7/1/2009Seller
162.Ascension Insurance, Inc.Haas & Dodd, Inc.6/30/2009Seller
161.Ascension Insurance, Inc.Commercial Insurance Group6/30/2009Buyer
160.Ascension Insurance, Inc.Portal Group Holdings6/19/2009Buyer
159.Ascension Insurance, Inc.Renaissance Agencies, Inc.6/19/2009Buyer
158.Ascension Insurance, Inc.Personal Insurance, Inc.6/19/2009Buyer
157.Arthur J. GallagherWalker Taylor Agency, Inc.6/5/2009Seller
156.HUB InternationalMeier Insurance Agency, Inc.5/21/2009Seller
155.53 Group Holdings, Inc.NCB-Harbor Insurance Agency, Inc.3/2/2009Seller
154.53 Group Holdings, Inc.NCB-Florida Consolidated Agency, Inc.3/2/2009Seller
153.EPIC Holdings, Inc.VRT Insurance Services, Inc.2/10/2009Seller
152.Arthur J. GallagherPartnerSource, Inc.1/30/2009Seller
151.York International Agency, LLCSequoia Financial Partners, LLC1/22/2009Both
150.Bearence Management Group, LLCT. C. Field Company1/7/2009Seller
149.Starkweather & Shepley, Inc.The Preston Agency, Inc.12/30/2008Seller
148.William J. Kamm & Sons, Inc.Myers-Briggs and Co., Inc.12/19/2008Buyer
147.Brown & BrownCharter Insurance Services12/18/2008Seller
146.James C. Jenkins Insurance ServicesAthens Benefits Insurance Services, Inc.12/17/2008Buyer
145.Leavitt Group EnterprisesJames C. Jenkins Insurance Services, Inc.12/17/2008Seller
144.Edgewood Partners Insurance CenterComplete Insurance Services, Inc.12/12/2008Seller
143.Ascension Insurance, Inc.First Charter Insurance Services, Inc.11/30/2008Buyer
142.Celedinas Insurance GroupClaude D. Reese Agency11/1/2008Buyer
141.HUB International GulfSouthPickett & Adams Insurance9/16/2008Seller
140.J. Kelly, J. Sullivan, and D. O'BrienHayward Brown - Flagler, Inc.8/15/2008Seller
139.John O. Bronson Company, Inc.Lauer Benefits Group8/1/2008Seller
138.Liberty Company Insurance BrokersISU Marble Insurance Agency8/1/2008Seller
137.ISU Insurance Services of San FranciscoFourth Street Park, Inc.8/1/2008Buyer
136.Peninsula General Insurance AgencyLiberty Company Insurance Brokers7/1/2008Seller
135.PMA Capital Corp.Webster Risk Services6/30/2008Seller
134.Arthur J. GallagherVoluntary Benefits Solutions, LLC6/15/2008Seller
133.Bearence Management GroupRosenbloom & Rosenbloom6/9/2008Seller
132.Ascension Insurance, Inc.Employers Mutual, Inc.5/16/2008Buyer
131.Arthur J. GallagherRobert Petree Insurance Services5/9/2008Seller
130.Gallagher Benefit Services, Inc.Doeren Mayhew Risk Management LLC2/11/2008Seller
129.Baldwin Connelly Group, LLCCarlisle Fields2/5/2008Buyer
128.USI Holdings CorporationWebster Insurance2/1/2008Seller
127.Ascension InsurancePan American Underwriters1/25/2008Buyer
126.Baldwin Connelly Group, LLCNichols Insurance1/22/2008Seller
125.Ascension InsuranceBryant Wharton1/7/2008Buyer
124.Cretcher-Lynch & Co.Heartland Employee Benefits1/1/2008Both
123.Payak Insurance AgencyJohnston-Dubbs Insurance1/1/2008Both
122.Wallace Welch WillinghamTampa Bay Underwriters1/1/2008Buyer
121.Ottawa-Kent Insurance AgencyChoiceOne Insurance Agencies10/1/2007Buyer
120.Gallagher Benefit Services, Inc.Benefit Insurance Services, Inc.10/1/2007Seller
119.Swantner and Gordon Insurance AgencyHRH Corpus Christi Office9/25/2007Seller
118.Myers & Smith Insurance AgencySacksteder Insurance9/1/2007Both
117.Management Group-Columbian AgencyAcorn, Inc. dba Columbian Agency8/31/2007Buyer
116.HUB U.S. Holdings, Inc.The Rigg Group8/1/2007Buyer
115.Arthur J. GallagherCarpenter, Cammack & Associates, Inc.6/28/2007Seller
114.Hilb, Rogal & HobbsCharlton Manley Insurance, Inc.6/5/2007Seller
113.Insurance Partners (Merge)Myers Reese Smith & Chester6/4/2007Buyer
112.Ahrold-Fay & Co.Brooke E. Rosenberg, Inc.4/1/2007Buyer
111.Alliance Insurance AgencyFredericksburg Insurance Group3/27/2007Buyer
110.Seibert-Keck (Merge)Best Hoovler McTeague3/1/2007Buyer
109.HUB InternationalHibernia Insurance2/14/2007Buyer
108.Wescom Ins. Services, Inc.Grentner Litzinger Insurance Agency1/31/2007Buyer
107.Seibert Keck (Merge)Jack Kohl Insurance Agency (Merge)1/1/2007Seller
106.Williams Manny, Inc.Midwest Life & Health Group1/1/2007Buyer
105.Swett & CrawfordOxbridge Insurance Associates, Inc.12/31/2006Buyer
104.Hilb Rogal & Hobbs CompanyLoan Protector Insurance Services12/13/2006Seller
103.Arthur J. Gallagher & Co.William H. Connolly & Co.11/30/2006Seller
102.Chancellor InsuranceDBG & Associates, Inc.11/10/2006Buyer
101.Seubert & Associates, Inc.Martin & Nettrour, Inc.11/1/2006Buyer
100.Seubert & Associates, Inc.Kenco Associates, Inc.11/1/2006Buyer
99.Southpoint Group, Inc.Commonwealth Insurance Group, LLC9/29/2006Seller
98.Colonial Insurance Agency, LLCKenneth Fake Agency, Inc.6/30/2006Buyer
97.The Oswald CompaniesJ.A. Ice & Associates1/2/2006Buyer
96.NASDAQ Stock ExchangeCarpenter Moore Insurance Services, Inc.9/7/2005Buyer
95.Dawson Insurance Agency, Inc.West Fargo Insurance Agency, Inc.7/1/2005Buyer
94.USI HoldingsSearcey & Searcey, Inc.5/1/2005Seller
93.Barker-Phillips-Jackson, Inc.Group Benefits4/1/2005Buyer
92.Anderson Group Mgmt. GroupOffice of MainSource Insurance3/24/2005Buyer
91.Neace Lukens Ins. Agy. of Cleve.Reisner & McTigueAgency, Inc.3/10/2005Seller
90.Hylant GroupDobson-McOmber Agency2/18/2005Seller
89.Hotchkiss Insurance AgencyEmployers General Ins. Group, Inc.1/27/2005Buyer
88.Arthur J. Gallagher & Co.Horton Insurance Agency1/20/2005Seller
87.Brown & BrownAmerican Specialty Companies, Inc.12/22/2004Seller
86.Hilb, Rogal & HobbsSmith, Bell & Thompson, Inc.12/1/2004Seller
85.Hilb, Rogal & HobbsInsurance Services, Inc. 9/16/2004Seller
84.Brown & BrownMcDuffee Insurance Agency7/1/2004Seller
83.Arthur J. Gallagher & Co.Burch, Marcus, Pool, Krupp, Daniel & Babineaux5/6/2004Seller
82.Tolman & WikerInwest Agency4/1/2004Both
81.Carey, Richmond & Viking Ins.Cain & Divver Insurance, Inc.3/1/2004Both
80.W.E. Walker CompanyLakenan Insurance Company2/13/2004Both
79.Prince & Fleming Ins. BrokersSherman / Parent2/2/2004Both
78.Brown & Brown, Inc.Energy and Marine Underwriters, Inc., 12/1/2003Seller
77.Brown & Brown, Inc.Benefit Resource, Inc.11/1/2003Seller
76.Brown & Brown, Inc.Benefit Resource of Indiana, Inc.11/1/2003Seller
75.Brown & Brown, Inc.Business Benefits Group, Inc.11/1/2003Seller
74.Dawson Ins. Agency, Inc. NDHalvorson Insurance and Investments, Inc. 7/31/2003Buyer
73.Allegheny InsuranceRaleigh Insurance Associates, Inc.7/1/2003Buyer
72.William Johnson Ins. Brokers, Inc.Soupkup Agency Inc.6/30/2003Buyer
71.Brown & BrownBailey-Gosling Associates, Inc.6/24/2003Seller
70.Columbus Marketing, Inc.Valenti, Trobec, Chandler, Inc.5/30/2003Buyer
69.Heritage ConsultantsProfessional Administrators, Inc.4/28/2003Seller
68.Independent Health CorporationNOVA Healthcare Administrators, Inc.2/20/2003Seller
67.Marsh & McLennan Co.Saldana & Associates, Inc. 12/5/2002Seller
66.Brown & BrownMFC&V Insurance Services, Inc. 11/13/2002Seller
65.Brown & BrownJohn Manner Insurance Agency9/9/2002Seller
64.Brown & BrownAndersen Group, Ltd.5/1/2002Seller
63.Barlocker Insurance ServicesLiberty Agency4/17/2002Buyer
62.Brown & BrownGraham-Rogers, Inc.4/1/2002Seller
61.Boswell Realty & Appraisal Co.Hutchins, Cox, Stroud & Pierson2/15/2002Buyer
60.Hausmann Insurance Norman E. Johnson 1/1/2002Both
59.Arthur J. Gallagher & Co.Equity Insurance Managers, Inc.12/20/2001Seller
58.Arthur J. Gallagher & Co.Equity Insurance Administrators, Inc.12/20/2001Seller
57.Arthur J. Gallagher & Co.21st Century Claims Services, Inc.12/20/2001Seller
56.B. & E, LLCUndisclosed Bank-Owned Agency12/7/2001Seller
55.J. H. Agency, Inc.Undisclosed Bank-Owned Agency11/1/2001Seller
54.Korthase Ins. & Financial Svcs.Insurance Centre of Petosky10/1/2001Seller
53.Whilt, Fatch & Perry Ins. Svcs.Carpenteria Insurance Agency, Inc.9/1/2001Buyer
52.Arthur J. Gallagher & Co.The Inwest Group, Inc.8/6/2001Seller
51.Brown & Brown Connelly Insurance Group8/1/2001Seller
50.Columbus Marketing, Inc.The Rodgers Agency, Inc.8/1/2001Buyer
49.Hilb, Rogal & HamiltonBerwanger Overmyer 6/30/2001Seller
48.Hub InternationalBurnham Stewart Group, Inc.6/1/2001Seller
47.Global MarineFifth Third Bancorp (Branch)5/1/2001Buyer
46.Bollinger, Inc.DOW4/2/2001Seller
45.Hilb, Rogal & HamiltonB. Perkins & Company3/30/2001Seller
44.Hilb, Rogal & HamiltonThe Dunlap Corporation (Branches)2/1/2001Seller
43.Hilb, Rogal & HamiltonThomas M. Murphy 9/1/2000Seller
42.Schwartz InsuranceCowan Thompson & Rohde Ins. 9/1/2000Seller
41.Arthur J. Gallagher & Co.Atlantic Risk Management Corp.8/31/2000Seller
40.Columbus Marketing, Inc.Mowrey Insurance, Inc.6/1/2000Seller
39.Talbot Financial CorporationGlenview Insurance Agency, Inc.5/22/2000Seller
38.The Unity Group, Inc.Doorn Agency5/1/2000Buyer
37.Randy-Jones Ins. Agency, Inc.Stewart Insurance Agency4/30/2000Buyer
36.Stokes Insurance Agency, Inc.McDowell Insurance Agency, Inc.1/17/2000Buyer
35.Bruen, Deldin, Didio Assoc., Inc.The Dunlap Corporation (Branches)12/31/1999Seller
34.Hastings Tapley Ins. AgencyStorer, Damon & Lund Comm. Lines12/10/1999Seller
33.Gearhart Insurance AgencySecurity Life & Casualty10/29/1999Seller
32.Cooper & Cook Ins. ServicesRiskPRO, LLC9/30/1999Buyer
31.Saginaw Underwriters, Inc.Independent Insurance Offices8/1/1999Buyer
30.The Turner GroupWilliam A. Gum Agency, Inc.8/1/1999Buyer
29.Kleinschmidt Insurance AgencyBCN-Life7/1/1999Buyer
28.Kleinschmidt Insurance AgencyBradley Chesbrough Niswonger, Inc7/1/1999Buyer
27.Bollinger, Inc.Young & Perry7/1/1999Seller
26.The Masters Agency, Inc.Eagle Administrators Agency, Inc.3/31/1999Both
25.Hausmann InsuranceAshworth & Associates, Inc.3/31/1999Buyer
24.Kuhl & Company Ins.Gary R. Jones & Associates, Inc.2/1/1999Buyer
23.Robbins-Matherly-Dils Agency, Inc.Patti Insurance Agency, Inc.1/29/1999Both
22.Arthur J. Gallagher Gow & Hanna Group, Inc.12/31/1998Seller
21.Riedman CorporationKlein Insurance Group, Inc.12/31/1998Seller
20.Allison-Eldridge Ins. Group, Inc.Chester Agency, Inc.12/31/1998Buyer
19.Hoovler McTeagueBest Insurance12/31/1998Both
18.Wharton GroupHilb, Rogal & Hamilton (Branch)9/22/1998Seller
17.Berwanger Overmyer General Insurance Agency, Inc.9/1/1998Buyer
16.Carson Insurance AgencyPatterson Bell & Crane Co.7/1/1998Seller
15.John D. WilliamsD.C. Crowell & Co.6/30/1998Buyer
14.AON Risk ServicesJoseph U. Moore6/20/1998Seller
13.Hilb Rogal & HamiltonS.H. Gow1/1/1998Seller
12.Hilb, Rogal & HamiltonBartlett Agency1/1/1998Seller
11.Brown & BrownDaniel James12/31/1997Seller
10.Leonard Insurance ServicesOSTROV Corporation12/31/1997Seller
9.Berwanger OvermyerTurner & Shepard9/30/1997Buyer
8.Century Business ServicesNext Risk Management7/31/1997Seller
7.Ellsworth, LeBlanc & Ellsworth, Inc. Hilb Rogal & Hamilton (Branch)7/2/1997Seller
6.Madigan Insurance AgencyBonnachi-Pigatore Insurance6/30/1997Both
5.Riedman CorporationHall & Kennedy6/30/1997Seller
4.MinetCompro12/31/1996Seller
3.AON Risk ServicesMorency Weible & Sapa12/31/1995Seller
2.Bolton & CompanyRGV Insurance12/31/1995Both
1.C.W. Bollinger CompanyPearsall, Maben & Frankenbach, Inc3/31/1994Seller
**Historical deals where MarshBerry served as an Advisor. Only large deals noteed prior to 1/1/1998.

Bank / Agency Deals**

BuyerSellerDateClient
143.BB&T Insurance ServicesOswald Trippe & Company, Inc.11/2/2009Seller
142.Two Rivers Insurance Co., Inc.Ruhl & Ruhl12/1/2008Seller
141.Wells Fargo Insurance, Inc.Doeren Mayhew Risk Management, LLC11/14/2008Seller
140.Whitney Holding CompanyParish National Corporation11/7/2008Buyer
139.National City Insurance Group, Inc.Master Benefits Agency, Inc.10/31/2008Buyer
138.Premier America Credit UnionTop Premium Finance8/1/2008Seller
137.First Financial Holdings, Inc.Somers-Pardue Agency, Inc.4/10/2008Seller
136.Lincoln Savings BankPeterson-Hill Insurance1/2/2008Buyer
135.BancorpSouthJoe Max Green/Insurance Concepts1/1/2008Buyer
134.BancorpSouthAJG Risk Management-Springfield, MO12/31/2007Buyer
133.Beneficial BankCLA Agency10/1/2007Buyer
132.BancorpSouthInsurance Network of Jonesboro8/31/2007Buyer
131.National City Insurance GroupThompson & Associates, Inc.7/31/2007Buyer
130.Texans Credit UnionCurley Insurance Group1/1/2007Buyer
129.David StoutSterling Financial / Professional Svcs. Group12/26/2006Seller
128.David StoutSterling Financial / Corp. Group Strategies12/26/2006Seller
127.Commerce Bank Insurance ServicesECBM, Inc. (book of business)12/7/2006Seller
126.Alaska USA Insurance BrokersKelly Insurance Associates11/1/2006Buyer
125.Berkshire Hills BancorpMassOne Insurance Agency10/31/2006Buyer
124.Berkshire Hills BancorpReynolds, Barnes & Hebb10/31/2006Buyer
123.Berkshire Hills BancorpMinkler Insurance Agency10/31/2006Buyer
122.Berkshire Hills BancorpH.S. Andrews Insurance Agency10/31/2006Buyer
121.Berkshire Hills BancorpMcCormick, Smith & Curry Insurance10/31/2006Buyer
120.Hometown Bancorp, Ltd.UnionBank Insurance Group9/29/2006Seller
119.Alliance Bancshares Corp.Battlefield Insurance Agency9/19/2006Buyer
118.BNC Insurance ServicesTM Richards & Associates5/31/2006Buyer
117.First Banks, Inc.Adrian Baker & Co.4/3/2006Buyer
116.Arizona Federal Credit UnionThe Arizona Group, Inc.1/4/2006Buyer
115.American National Bank of TexasSleeper, Sewell & Company12/30/2005Buyer
114.South Financial Group, Inc.Lossing Insurance Agency, Inc.11/1/2005Seller
113.Wescom Credit UnionLopez Insurance Agency11/1/2005Buyer
112.Alliance BancsharesDanaher Insurance Agency10/6/2005Buyer
111.Teachers Credit UnionHruska Insurance Agency9/30/2005Buyer
110.First Niagara Financial Group, Inc.Hatch Leonard Naples, Inc.7/31/2005Buyer
109.Walsh Insurance GroupHSBC Insurance Agency (USA) Inc.6/30/2005Seller
108.The South Financial Group, Inc.Bowditch Insurance Corporation6/6/2005Buyer
107.Greater Bay Bancorp/ABDLucini/Parish Insurance, Inc.5/2/2005Seller
106.Old National BancorpJ.W.F. Insurance Companies, Inc.5/1/2005Buyer
105.KNBT Bancorp, Inc.Caruso Benefits Group, Inc.4/1/2005Buyer
104.First Niagara Risk Mgmt., Inc.Brooks-Byer Associates, Inc.4/1/2005Seller
103.Guaranty Insurance ServicesWalter Mortensen Insurance2/1/2005Buyer
102.First Niagara Risk Management, Inc.Bostwick Group1/14/2005Buyer
101.Beneficial Savings BankPaul Hertel & Co.1/14/2005Seller
100.Trustmark CorporationFisher-Brown, Inc.12/1/2004Seller
99.Wescom Credit UnionSandlin & Associates Ins. Agency, Inc.11/30/2004Buyer
98.Liberty Bank of ArkansasTown and Country Insurance Agency, Inc.11/1/2004Buyer
97.Alaska USA Federal Credit UnionRibelin Lowell & Company Ins. Brokers10/31/2004Buyer
96.BancFirst CorporationWilcox & Jones10/1/2004Buyer
95.Bippus State BankInsurance Service by Bailey Investment8/16/2004Buyer
94.BancorpSouth, Inc. (Wright-Percy)Henry Powell Jr. Insurance8/1/2004Buyer
93.F.N.B. CorporationMorrell, Butz & Junker7/30/2004Buyer
92.Frost National BankSammons Insurance Group7/30/2004Seller
91.Kinecta Federal Credit UnionApollo Agencies, Inc.6/2/2004Buyer
90.Peoples Bancorp, Inc.Barengo Insurance5/28/2004Buyer
89.Peoples Bancorp, Inc.Putnam Agency, Inc.4/30/2004Buyer
88.Teachers Credit UnionValley Employee Benefits4/23/2004Buyer
87.Associated Bank-CorpJabas Group, Inc.4/1/2004Buyer
86.Guaranty Insurance ManagersTCT Insurance Agency, Inc. 2/6/2004Buyer
85.Sky Financial Group, Inc.Spencer-Patterson Agency, Inc1/5/2004Seller
84.BNCCorp, Inc. (Milne Scali & Co.)The Ins. Alliance Of The Southwest, Inc. 12/31/2003Buyer
83.BancorpSouth, Inc.Ramsey, Krug, Farrell & Lensing, Inc. 7/14/2003Buyer
82.Greater Bay BancorpSullivan & Curtis Ins. Brokers of WA., LLC 7/9/2003Buyer
81.Old National Bancorp, Inc.Insurance & Risk Management 7/3/2003Buyer
80.First Niagara Risk Management, Inc.Costello, Dreher, Kaiser Ins. Agency 6/30/2003Buyer
79.First Niagara Risk Management, Inc.Loomis & Co., Inc. 6/30/2003Buyer
78.Riverside Credit UnionIRM Insurance Brokers6/30/2003Seller
77.F.N.B. Corporation Lupfer-Frakes Insurance6/27/2003Buyer
76.BancorpSouth, Inc.Wright & Percy, LLC4/30/2003Buyer
75.SUN Bancorp, Inc.Mid-Penn Insurance Associates, Inc.4/22/2003Buyer
74.Old National Bancorp, Inc.James L. Will Insurance Agency Inc4/6/2003Buyer
73.Associated Banc-Corp CFG Insurance Services, Inc., 4/1/2003Seller
72.Waypoint Financial Corp. e3 Consulting, Inc. 4/1/2003Buyer
71.Compass Bancshares Inc. Maxson-Mahoney-Turner Inc.3/18/2003Seller
70.Compass Bancshares Inc. Mueller & Associates 3/18/2003Seller
69.Alpena Bancshares, Inc.InsuranCenter Corp. of Alpena2/28/2003Seller
68.UnionBanCal CorporationJohn Burnham Insurance12/19/2002Seller
67.Old National Bancorp, Inc.Terrill Group, Inc.12/2/2002Buyer
66.F.N.B. CorporationHarry Blackwood, Inc.10/8/2002Buyer
65.Waypoint BankInsurance Brokers of York9/25/2002Seller
64.Riverside Credit UnionJTI Insurance Associates, Inc.9/13/2002Buyer
63.Second Bancorp, Inc.Stouffer-Herzog Insurance9/4/2002Buyer
62.First Insurance ManagementPROMISTAR Financial Corporation6/30/2002Seller
61.Susquehanna Bancshares, Inc.The Addis Group, Inc.6/1/2002Seller
60.Compass Bancshares, Inc.Schaefer-Smith-Ankeney Ins. Agency5/29/2002Seller
59.First Bank CorporationBrown-Hiller-Clark & Associates 5/7/2002Both
58.First Bank CorporationB-H-C & Associates of OK, Inc. 5/7/2002Both
57.BNCCorp, Inc.Milne Scali & Company3/28/2002Buyer
56.Guaranty Insurance ManagersJames Econn & Co., Inc.2/1/2002Buyer
55.Teachers Credit UnionRifenberg Insurance Agency2/1/2002Buyer
54.Teachers Credit UnionTower Insurance Agency2/1/2002Buyer
53.Teachers Credit UnionValley Insurance Agency, Inc.2/1/2002Buyer
52.Sky Financial Group, Inc.Celaris Group, Inc.1/30/2002Buyer
51.Westex Bancorp of Delaware, Inc.Anco Insurance Managers, Inc.12/27/2001Seller
50.Greater Bay BancorpABD Ins. and Financial Services, Inc.12/19/2001Buyer
49.First Tennessee National Corp.SYNAXIS Group12/10/2001Buyer
48.Union Bank of CaliforniaArmstrong Robitaille Ins. Services11/30/2001Buyer
47.Union Bank of CaliforniaArmstrong Robitaille Family Insurance11/30/2001Buyer
46.WachoviaCrawford, Slevin & Hicks, Ltd.11/17/2001Seller
45.Hometown Bancorp Holding Co.S.D. Holmes, Inc.11/7/2001Seller
44.Hometown Bancorp Holding Co.SDH Insurance, Inc.11/7/2001Seller
43.Oakhill FinancialMcNelly, Patrick & Associates8/31/2001Buyer
42.Riverside Credit UnionApollo Insurance (Book of Business)8/8/2001Buyer
41.Frost Insurance Agency, Inc.Agents Insurance Services, Inc.8/1/2001Seller
40.Riverside Credit Union North Frederick & Brewster, Inc.7/6/2001Buyer
39.Riverside Credit Union Divine Insurance7/6/2001Buyer
38.National Bank & TrustBacon & Associates Agency, Inc.5/4/2001Seller
37.National Bank & TrustB&D Affiliated Ins. Agencies, Inc.5/4/2001Seller
36.First Financial CorporationForrest Sherer, Inc.4/30/2001Buyer
35.First National Bank of NebraskaGregories, Inc.1/10/2001Seller
34.F.N.B. CorporationOneSource Group12/21/2000Buyer
33.F.N.B. CorporationJames T. Blalock Agency11/28/2000Buyer
32.Huntington National BankJ. Rolfe Davis8/31/2000Seller
31.F.N.B. CorporationAltamura Marsh, Inc. 8/15/2000Buyer
30.Rawlins National BankAllen Insurance & Real Estate7/31/2000Buyer
29.Hibernia CorporationRosenthal Agency7/1/2000Seller
28.F.N.B. CorporationConnell & Herrig Insurance Inc.6/2/2000Buyer
27.Old Kent Financial CorporationKehoe Nedrud Ins. Agency, Inc.5/31/2000Seller
26.F.F.Y. Financial Corp.Moreman-Yerian Co.5/17/2000Seller
25.IBM Credit UnionHirman Insurors3/7/2000Buyer
24.F.N.B. CorporationL.J. Kuder, Inc.2/22/2000Buyer
23.Old National BankSycamore Agency, Inc.11/30/1999Buyer
22.Lebanon Citizens National BankDakin Insurance11/15/1999Seller
21.People's Bank Bridgeport, CTBeardsley, Brown and Bassett11/1/1999Buyer
20.F.N.B. CorporationRoger Bouchard Insurance, Inc.10/27/1999Buyer
19.Burlington Bank and TrustCady Insurance, Inc.8/1/1999Buyer
18.Burlington Bank and TrustEmployee Benefits Systems, Inc.8/1/1999Buyer
17.F.N.B. CorporationGelvin, Jackson & Starr, Inc.6/23/1999Buyer
16.Indiana United BancorpAnderson Group, (Book of Business)3/1/1999Buyer
15.People's Bank Bridgeport, CTR.C. Knox12/31/1998Buyer
14.BankNorth CorporationA.D. Davis12/31/1998Seller
13.First Niagara Financial GroupWarren Hoffman & Associates, Inc.12/31/1998Seller
12.First Niagara Financial GroupFoote-Mandaville12/31/1998Seller
11.First Niagara Financial GroupNOVA Healthcare Administrators12/31/1998Seller
10.First Niagara Financial GroupHollis-Boss Agency, Inc. 12/31/1998Seller
9.Huntington National Bank Tice Agency10/31/1997Buyer
8.Chittenden Bank Pomerleau Agency9/30/1997Seller
7.Old Kent Financial CorporationGrand Rapids Holland8/31/1997Buyer
6.Banc One (NBD)Commerce America 8/1/1997Buyer
5.Banc One (NBD) Affiliated Agencies 7/30/1997Buyer
4.ABN AMRO (Standard Federal) Curti Insurance Services7/25/1997Seller
3.National City (First of America)Huttenlocher, Inc6/30/1997Seller
2.Fifth Third Bancorp (Peoples)Starke’s Insurance, Inc.6/2/1997Buyer
1.Old Kent Financial CorporationGHA Insurance1/1/1997Buyer
**Historical deals where MarshBerry served as an Advisor. Only large deals noteed prior to 1/1/1998.

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