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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
January 2026 The Baldwin Group CAC Group Acquisition The Baldwin Group has acquired CAC Group

MarshBerry served as the financial advisor to The Baldwin Group†

 December 2025 Trucordia Insurance Services, LLC. 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 Limited a Manitoba, Canada-Based Business HUB International Limited has acquired a Manitoba, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 December 2025 Trucordia Insurance Services, LLC. Global Financial & Insurance Services, Inc. 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 The Hilb Group, LLC a Michigan-Based Business 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, LLC Stuart Surles Insurance & Realty 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 Insurance Services, LLC. Breezy Seguros Acquisition Trucordia Insurance Services, LLC. has acquired Breezy Seguros

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

 November 2025 Afore Insurance Services, LLC Salzberg Insurance Agency Acquisition Afore Insurance Services, LLC has acquired Salzberg Insurance Agency

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

 November 2025 World Insurance Associates, LLC an Indiana-Based Business Acquisition World Insurance Associates, LLC has acquired an Indiana-Based Business

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

 October 2025 EPIC Insurance Brokers & Consultants Price Insurance Group Acquisition EPIC Insurance Brokers & Consultants has acquired Price Insurance Group

MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants

 October 2025 LD&B Insurance and Financial Services Weaver Insurance & Financial Advisors Acquisition LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors

MarshBerry served as the financial advisor to LD&B Insurance and Financial Services

 October 2025 HUB International Limited an Ontario, Canada-Based Business Acquisition HUB International Limited has acquired an Ontario, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 September 2025 Thayer Street Partners Management, LLC a Pennsylvania-Based Business Acquisition Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business

MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC

 September 2025 World Insurance Associates, LLC The Fidella Agency, LLC Acquisition World Insurance Associates, LLC has acquired The Fidella Agency, LLC

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

 August 2025 HUB International Limited GroupeBrissette Acquisition HUB International Limited has acquired GroupeBrissette

MarshBerry served as the financial advisor to HUB International Limited

 August 2025 HUB International Limited a New Hampshire-Based Business Acquisition HUB International Limited has acquired a New Hampshire-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 July 2025 Inszone Insurance Services, LLC Stephenson, Baggs & Guthrie, LLC Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC

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

 July 2025 Inszone Insurance Services, LLC Snell-Nelson Insurance Agency, Inc. Acquisition Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc.

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

 July 2025 Oakbridge Insurance Agency LLC a Florida-Based Business Acquisition Oakbridge Insurance Agency LLC has acquired a Florida-Based Business

MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC

 July 2025 The Hilb Group, LLC a Kentucky-Based Business Acquisition The Hilb Group, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital