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Risman Insurance Agency, Inc. has successfully raised an undisclosed amount of Debt Capital from Bank of Montreal
MarshBerry served as the financial advisor to Risman Insurance Agency, Inc.†
July 2025

MarshBerry served as the financial advisor to Afore Insurance Services, LLC
June 2025

MarshBerry served as the financial advisor to King Risk Partners, LLC
June 2025

MarshBerry served as the financial advisor to HUB International Limited
June 2025

MarshBerry served as the financial advisor to Fenner & Esler Agency†
May 2025

MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†
May 2025

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC
May 2025

MarshBerry served as the financial advisor to HUB International Limited
April 2025

MarshBerry served as the financial advisor to the Seller†
April 2025

MarshBerry served as the financial advisor to World Insurance Associates, LLC
April 2025

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Toggle Transaction Details 4/1/2025

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†
Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc. Buyer: Arthur J. Gallagher & Co. Seller: Imbs Holdings, Inc. Closed Date: 4/1/2025 MarshBerry Advisory Role: MarshBerry served as the financial advisor to Imbs Holdings, Inc.† April 2025

MarshBerry served as the financial advisor to Thomas-Fenner-Woods Agency, Inc.†
April 2025

MarshBerry served as the financial advisor to Choice Financial Group, LLC
April 2025

MarshBerry served as the financial advisor to Henriott Group, Inc.†
March 2025

MarshBerry served as the financial advisor to HUB International Limited
March 2025

MarshBerry served as the financial advisor to HUB International Limited
March 2025

MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025

MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC in securing debt financing
MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC†
March 2025

MarshBerry served as the financial advisor to King Risk Partners, LLC
March 2025

MarshBerry served as the financial advisor to Vanguard Specialty, LLC†
† Advisory services provided by MarshBerry Capital