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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
May 2026 higginbotham mcgohan brabender Acquisition Higginbotham Insurance Agency, Inc. has acquired McGohan Brabender, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

 April 2026 keystone agency partners titan risk solutions Acquisition Keystone Agency Partners has acquired Titan Risk Solutions

MarshBerry served as the financial advisor to Keystone Agency Partners.

 April 2026 higginbotham Acquisition Higginbotham Insurance Agency, Inc. has acquired Harmon Dennis Bradshaw, Inc.

MarshBerry served as the financial advisor to Higginbotham Insurance Agency, Inc.

 March 2026 Inszone INsurance legacy insurance partners Acquisition Inszone Insurance Services, LLC has acquired Legacy Partners II, LLC

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

 March 2026 Inszone INsurance taylor insurance agency Acquisition Inszone Insurance Services, LLC has acquired Taylor Insurance Agency

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

 February 2026 vistria group lumen risk Acquisition The Vistria Group, LP has acquired Lumen Holdings, LLC

MarshBerry served as the financial advisor to The Vistria Group, LP

 February 2026 Hilb Group Acquisition The Hilb Group, LLC has acquired a South Carolina-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 February 2026 Inszone INsurance mena insurance Acquisition Inszone Insurance Services, LLC has acquired Mena Insurance Agency, Inc.

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

 January 2026 sunstar insurance rjr faribo Acquisition Sunstar Insurance Group, LLC has acquired RJR Faribo Insurance Agency

MarshBerry served as the financial advisor to Sunstar Insurance.

 January 2026 trucordia paradiso insurance Acquisition Trucordia Insurance Services, LLC has acquired Paradiso Financial & Insurance Services, LLC

MarshBerry served as financial advisor to Trucordia Insurance Services, LLC.

 January 2026 alkeme insurance western alliance insurance Acquisition Alkeme Insurance has acquired Western Alliance Insurance Solutions

MarshBerry served as the financial advisor to Alkeme Insurance

 January 2026 Acquisition The Baldwin Group has acquired CAC Group

MarshBerry served as the financial advisor to The Baldwin Group†

 December 2025 king risk partners ten eyck group Acquisition King Risk Partners, LLC has acquired Ten Eyck Group

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

 December 2025 sunstar insurance southwest georgia insurance Acquisition Sunstar Insurance Group, LLC has acquired Southwest Georgia Insurance Services

Marshberry served as the financial advisor to Sunstar Insurance.

 December 2025 trucordia Florida Insurance Inc Trucordia Insurance Services, LLC. has acquired Florida Insurance, Inc.

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 December 2025 hub international HUB International Limited has acquired a Manitoba, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 December 2025 trucordia Acquisition Trucordia Insurance Services, LLC. has acquired Global Financial & Insurance Services, Inc.

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 December 2025 Hilb Group Acquisition The Hilb Group, LLC has acquired a Michigan-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 November 2025 king risk partners Acquisition King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty

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

 November 2025 trucordia Acquisition Trucordia Insurance Services, LLC. has acquired Breezy Seguros

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