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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
November 2020 World Insurance Associates, LLC The Walker Agency, Inc (d/b/a Palmetto Insurance) Acquisition World Insurance Associates, LLC has acquired The Walker Agency, Inc (d/b/a Palmetto Insurance)

MarshBerry was financial adviser to World Insurance Associates, LLC

 November 2020 Higginbotham Insurance Agency, Inc. Lipscomb & Pitts Insurance, LLC Merger Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC

MarshBerry was financial adviser to ​Higginbotham Insurance Agency, Inc

 November 2020 The Hilb Group, LLC Statewide Resources Insurance Agency, LLC Acquisition The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC

MarshBerry was financial adviser to The Hilb Group, LLC

 October 2020 The Hilb Group, LLC ISI of Maryland, LLC dba Insurance Solutions Acquisition The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions

MarshBerry was financial adviser to The Hilb Group, LLC

 October 2020 Hub International Limited Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc. Acquisition Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc.

MarshBerry was financial adviser to ​Hub International Limited

 October 2020 Worldwide Facilities Holdings, LLC Hunt Jorgensen, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

 September 2020 Keystone Agency Investors, LLC Midwest Insurance Solutions Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions

MarshBerry was financial adviser to Keystone Agency Investors, LLC

 September 2020 DOXA Insurance Holdings, LLC AMS Professional Liability & AllSouth Professional Liability Acquisition DOXA Insurance Holdings, LLC has acquired AMS Professional Liability & AllSouth Professional Liability

MarshBerry was financial adviser to DOXA Insurance Holdings, LLC†

 August 2020 Worldwide Facilities Holdings, LLC Clearwater Underwriters, Inc. Acquisition Worldwide Facilities Holdings, LLC has acquired Clearwater Underwriters, Inc.

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

 August 2020 Alera Group, Inc. Banasky Insurance, Inc. Acquisition Alera Group, Inc. has acquired Banasky Insurance, Inc.

MarshBerry was financial adviser to Alera Group, Inc.

 July 2020 The Hilb Group, LLC CIA Financial Group, Inc. Acquisition The Hilb Group, LLC has acquired CIA Financial Group, Inc.

MarshBerry was financial adviser to The Hilb Group, LLC

 July 2020 Keystone Agency Investors, LLC a privately-held insurance agency in Pennsylvania Acquisition Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was financial adviser to Keystone Agency Investors, LLC

 June 2020 Worldwide Facilities Holdings, LLC Strategic Underwriting Solutions, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Strategic Underwriting Solutions, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

 June 2020 Worldwide Facilities Holdings, LLC a privately-held insurance agency in Virginia Acquisition Worldwide Facilities Holdings, LLC has acquired a privately-held insurance agency in Virginia

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

 June 2020 Sunstar Insurance Group, LLC Farris Insurance Agency, Inc. Acquisition Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.

MarshBerry was financial adviser to Sunstar Insurance Group, LLC

 March 2020 Hutchinson Traylor Insurance Agency Webber & Associates, Inc. Acquisition Hutchinson Traylor Insurance Agency has acquired Webber & Associates, Inc.

MarshBerry was financial adviser to Hutchinson Traylor Insurance Agency

 March 2020 Alera Group, Inc. Georgetown Insurance Services, Inc. Acquisition Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.

MarshBerry was financial adviser to Alera Group, Inc.

 February 2020 Patriot Growth Insurance Services, LLC Bagatta Associates, Inc. Acquisition Patriot Growth Insurance Services, LLC has acquired Bagatta Associates, Inc.

MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC

 February 2020 The Hilb Group, LLC Regency Insurance Group, LLC Acquisition The Hilb Group, LLC has acquired Regency Insurance Group, LLC

MarshBerry was financial adviser to The Hilb Group, LLC

 January 2020 Insgroup, Inc. Harris F. Underwood III, Inc. Acquisition Insgroup, Inc. has acquired Harris F. Underwood III, Inc.

MarshBerry was financial adviser to Insgroup, Inc.†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital