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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
June 2025 HUB International Limited Fenner & Esler Agency Acquisition HUB International Limited has acquired Fenner & Esler Agency

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

 May 2025 Cerity Partners LLC ERn-CD Arizona, LLC dba Canopy Wealth Management Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management

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

 May 2025 Inszone Insurance Services, LLC LJ Insurance, Inc. Acquisition Inszone Insurance Services, LLC has acquired LJ Insurance, Inc.

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

 May 2025 HUB International Limited Guru of Insurance Acquisition HUB International Limited has acquired Guru of Insurance

MarshBerry served as the financial advisor to HUB International Limited

 April 2025 The Hilb Group, LLC a Maine-Based Business Acquisition The Hilb Group, LLC has acquired a Maine-Based Business

MarshBerry served as the financial advisor to the Seller†

 April 2025 Arthur J. Gallagher & Co. Imbs Holdings, Inc. Acquisition Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

MarshBerry served as the financial advisor to Imbs Holdings, Inc.†

 Toggle Transaction Details 4/1/2025 Arthur J. Gallagher & Co. has acquired Imbs Holdings, Inc.

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 Keystone Agency Partners Thomas-Fenner-Woods Agency, Inc. Acquisition Keystone Agency Partners has acquired Thomas-Fenner-Woods Agency, Inc.

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

 April 2025 HUB International Limited Henriott Group, Inc. Acquisition HUB International Limited has acquired Henriott Group, Inc.

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

 March 2025 HUB International Limited Meyer & Rosenbaum, Inc. Acquisition HUB International Limited has acquired Meyer & Rosenbaum, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 HUB International Limited Employee Benefit Associates, Inc. Acquisition HUB International Limited has acquired Employee Benefit Associates, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 March 2025 King Risk Partners, LLC a Kentucky-Based Business Acquisition King Risk Partners, LLC has acquired a Kentucky-Based Business

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

 March 2025 King Risk Partners, LLC a Massachusetts-Based Business Acquisition King Risk Partners, LLC has acquired a Massachusetts-Based Business

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

 March 2025 Balance Partners, LLC Vanguard Specialty, LLC Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC

MarshBerry served as the financial advisor to Vanguard Specialty, LLC†

 March 2025 Aquiline Capital Partners, LLC Intercare Holdings, Inc.

Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.

MarshBerry served as the financial advisor to Intercare Holdings, Inc.†

 March 2025 Novatae Risk Group, LLC AJAX Specialty Insurance Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

 February 2025 Wealth Enhancement Group, LLC First International Bank & Trust Acquisition

Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust

MarshBerry served as the financial advisor to First International Bank & Trust†

 February 2025 Composition Wealth, LLC Vinoble Group Acquisition Composition Wealth, LLC has acquired Vinoble Group

MarshBerry served as the financial advisor to Vinoble Group†

 February 2025 HUB International Limited Drayton Valley Insurance Agency Ltd. Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd.

MarshBerry served as the financial advisor to HUB International Limited

 February 2025 Risk Strategies Company GMC Advisors, LLC Acquisition Risk Strategies Company has acquired GMC Advisors, LLC

MarshBerry served as the financial advisor to GMC Advisors, LLC†

 February 2025 HUB International Limited Mayfield Insurance, Inc. HUB International Limited has acquired Mayfield Insurance, Inc.

MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital