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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
October 2026 Highstreet Insurance Partners, Inc has acquired an Ohio-based insurance agency

MarshBerry served as the financial advisor to the Seller†

 October 2026 Warner Pacific Insurance Services, Inc. has acquired Beere&Purves

MarshBerry served as the financial advisor to Beere&Purves†

 September 2026 EPIC Insurance Brokers & Consultants has acquired Korotkin Insurance Group

MarshBerry served as the financial advisor to Korotkin Insurance Group†

 September 2026 king risk partners Acquisition

King Risk Partners, LLC has acquired Conover Beyer Associates, LLC

MarshBerry served as financial advisor to Conover Beyer Associates, LLC†

 June 2026 Parallel Advisors, LLC has acquired Eaton Financial Group

MarshBerry served as financial advisor to Eaton Financial Group†

 June 2026 Novacore has acquired Euclid Design Underwriters

MarshBerry served as financial advisor to Euclid Design Underwriters†

 June 2026 alkeme insurance Alkeme Insurance has acquired Blue Sky Insurance Agency

MarshBerry served as the financial advisor to Blue Sky Insurance Agency.†

 May 2026 Sequel Insurance Agencies/SIAA has acquired Paris-Kirwan Associates, Inc.

MarshBerry served as the financial advisor to Paris-Kirwan Associates, Inc.†

 May 2026 broadstreet partners bearing insurance Acquisition BroadStreet Partners Group, LLC has acquired Bearing Insurance Group, LLC

MarshBerry served as the financial advisor to Bearing Insurance.†

 May 2026 hub international johannesen farrar Acquisition HUB International Limited has acquired Johannesen Farrar Insurance

MarshBerry served as the financial advisor to Johannesen Farrar Insurance.†

 April 2026 bluespring wealth synthesis wealth Acquisition Bluespring Wealth Partners LLC has acquired Synthesis Wealth Planning

MarshBerry served as the financial advisor to Synthesis Wealth Planning†

 March 2026 trucordia JJL&W Insurance Acquisition Trucordia Insurance Services, LLC. has acquired JJL&W Insurance Consulting Firm LLC

MarshBerry Served as the Financial Advisor to JJL&W Insurance Consulting Firm LLC.†

 February 2026 HR Path Inspire HR Acquisition HR Path has acquired Inspire Human Resources

MarshBerry served as the financial advisor to Inspire Human Resources†

 February 2026 revau triad oilfield Acquisition Revau has acquired Triad Oilfield Underwriters

MarshBerry served as the financial advisor to Triad Oilfield Underwriters†

 January 2026 novacore logo CP Insurance Associates Acquisition Novacore has acquired CP Insurance Associates

MarshBerry served as the financial advisor to CP Insurance Associates†

 January 2026 Inszone INsurance park model home insurance Acquisition Inszone Insurance Services, LLC has acquired Park Model - Manufactured Home Insurance Services LLC

MarshBerry Served as the Financial Advisor to Park Model – Manufactured Home Insurance Services LLC.†

 January 2026 epic insurance brokers the bond exchange Acquisition

EPIC Insurance Brokers & Consultants has acquired
The Bond Exchange & Insurance Agency

MarshBerry served as the financial advisor to The Bond Exchange†

 January 2026 Acquisition The Baldwin Group has acquired Capstone Group

MarshBerry served as the financial advisor to Capstone Group†

 December 2025 Acquisition IMA Financial Group, Inc. has acquired The Richards Group

MarshBerry served as the financial advisor to The Richards Group†

 December 2025 Acquisition Mercer Global Advisors Inc. has acquired Long Run Wealth Advisors, LLC

MarshBerry served as the financial advisor to Long Run Wealth Advisors, LLC†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital