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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2025 Mercer Global Advisors Inc. Glass Jacobson Wealth Advisors Acquisition Mercer Global Advisors Inc. has acquired Glass Jacobson Wealth Advisors

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

 December 2025 Marsh & McLennan Agency, LLC IC International Acquisition

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

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Marsh & McLennan Agency, LLC Pyramid Insurance Centre Acquisition

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

MarshBerry served as the financial advisor to Tradewind Group†

 December 2025 Marsh & McLennan Agency, LLC. Atlas Insurance Agency Acquisition

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

MarshBerry served as the financial advisor to Tradewind Group†

 November 2025 Wright Flood, a wholly owned subsidiary of Brown & Brown Poulton Associates, LLC 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 Alliant Insurance Services Highpoint Insurance Group Acquisition Alliant Insurance Services has acquired Highpoint Insurance Group

MarshBerry served as the financial advisor to Highpoint Insurance Group†

 November 2025 Ryan Specialty, LLC Stewart Specialty Risk Underwriting Ltd. 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 HUB International Limited a California-Based RIA Business Acquisition HUB International Limited has acquired a California-Based RIA Business

MarshBerry served as the financial advisor to the Seller†

 September 2025 Carson Group Wells Trecaso Financial Group, LLC Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC

MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†

 September 2025 HUB International Limited Don Ramatici Insurance, Inc. Acquisition HUB International Limited has acquired Don Ramatici Insurance, Inc.

MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†

 August 2025 Marsh & McLennan Agency, LLC Robins Insurance Agency, Inc. Acquisition Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc.

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

 August 2025 Brightstone Specialty Group RMS Hospitality Group and Fortis Risk Solutions Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions

MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†

 August 2025 Relation Insurance Joseph M. Wiedemann and Sons, Inc. Acquisition Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc.

MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†

 July 2025 INSURICA Sullivan Insurance Agency Acquisition INSURICA has acquired Sullivan Insurance Agency

MarshBerry served as the financial advisor to Sullivan Insurance Agency†

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

MarshBerry served as the financial advisor to the Seller†

 June 2025 King Risk Partners, LLC Louisiana Insurance Services Acquisition King Risk Partners, LLC has acquired Louisiana Insurance Services

MarshBerry served as the financial advisor to Louisiana Insurance Services†

 June 2025 Highstreet Insurance Partners, Inc. a Washington-Based Business Acquisition Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business

MarshBerry served as the financial advisor to the Seller†

 June 2025 Highstreet Insurance Partners, Inc. a Washington-Based Business Acquisition Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business

MarshBerry served as the financial advisor to the Seller†

 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†

 June 2025 Specialty Program Group LLC ANOVA Marine Insurance Acquisition Specialty Program Group LLC has acquired ANOVA Marine Insurance

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