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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
May 2026 Hilb Group The Hilb Group, LLC has acquired a Kentucky-Based Business

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

May 2026 sunstar insurance Sunstar Insurance Group, LLC has acquired Thomas Harrison & Associates Insurance

MarshBerry served as financial advisor to Sunstar Insurance Group, LLC

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.

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 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.

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 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 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 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 Capstone Group

MarshBerry served as the financial advisor to Capstone Group†

January 2026 Acquisition The Baldwin Group has acquired CAC Group

MarshBerry served as the financial advisor to The Baldwin Group†

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