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

 December 2025 alkeme insurance health connect insurance agency Acquisition Alkeme Insurance has acquired Health Connect Insurance Agency

MarshBerry served as the financial advisor to Health Connect Insurance Agency†

 December 2025 Acquisition NFP Property & Casualty Services, Inc. has acquired Hamilton Insurance Agency

MarshBerry served as the financial advisor to Hamilton Insurance Agency†

 December 2025 Acquisition Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors

MarshBerry served as the financial advisor to Glass Jacobson Wealth Advisors†

 December 2025 Acquisition Scali Insurance Group has acquired Cowell James Forge Insurance Group

MarshBerry served as the financial advisor to Cowell James Forge Insurance Group†

 December 2025 Acquisition

Marsh & McLennan Agency, LLC. has acquired IC International from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Acquisition

Marsh & McLennan Agency, LLC. has acquired Pyramid Insurance Centre from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Acquisition

Marsh & McLennan Agency, LLC. has acquired Atlas Insurance Agency from Tradewind Group

MarshBerry served as the financial advisor to Tradewind Group†

 November 2025 Inszone INsurance scarbrough medlin Acquisition Inszone Insurance Services, LLC has acquired Scarbrough, Medlin & Associates, Inc.

MarshBerry served as the financial advisor to Scarbrough, Medlin & Associates†

 November 2025 Acquisition Balance Partners, LLC has acquired Vilage & Company, LLC. and CURE Program Administrator, LLC

MarshBerry served as the financial advisor to Vilage & Company, LLC. and CURE Program Administrator, LLC†

 November 2025 Acquisition Wright Flood, a wholly owned subsidiary of Brown & Brown has acquired Poulton Associates, LLC

MarshBerry served as the financial advisor to Poulton Associates, LLC†

 November 2025 Acquisition Alliant Insurance Services has acquired Highpoint Insurance Group

MarshBerry served as the financial advisor to Highpoint Insurance Group†

 November 2025 Acquisition Ryan Specialty, LLC has acquired Stewart Specialty Risk Underwriting Ltd.

MarshBerry served as the financial advisor to Stewart Specialty Risk Underwriting Ltd.

 October 2025 Acquisition HUB International Limited has acquired a California-Based RIA Business

MarshBerry served as the financial advisor to the Seller†

 September 2025 Acquisition The McGowan Companies has acquired Limit

MarshBerry served as the financial advisor to Limit†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital