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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
July 2025 Risman Insurance Agency, Inc. Bank of Montreal

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 Afore Insurance Services, LLC TailoredRisk Insurance Advisors, LLC Acquisition Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC

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

 June 2025 King Risk Partners, LLC Nobles Insurance Agency, Inc. Acquisition King Risk Partners, LLC has acquired Nobles Insurance Agency, Inc.

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

 June 2025 HUB International Limited Wycoff Insurance Agency, Inc. Acquisition HUB International Limited has acquired Wycoff Insurance Agency, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 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 World Insurance Associates, LLC Abacus Insurance & Financial Services, LLC Acquisition World Insurance Associates, LLC has acquired Abacus Insurance & Financial Services, LLC

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

 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 Choice Financial Group, LLC Corporate Risk Solutions, Inc. Acquisition Choice Financial Group, LLC has acquired Corporate Risk Solutions, Inc.

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

 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 Sentinel Risk Advisors, LLC

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 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†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital