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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance†

 July 2021 BRP Group, Inc. RogersGray, Inc. Acquisition BRP Group, Inc. has acquired RogersGray, Inc.

MarshBerry was the financial adviser to RogersGray, Inc.†

 June 2021 AssuredPartners, Inc. Sterling Insurance Group Acquisition

AssuredPartners, Inc. has acquired Sterling Insurance Group

MarshBerry was the financial adviser to Sterling Insurance Group

 June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has invested in Socius Insurance Services, Inc.

MarshBerry was the financial adviser to Socius Insurance Services, Inc.†

 May 2021 Ludlow Wealth Management Group Limited Mattioli Woods plc Acquisition

Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc

IMAS acted as the exclusive financial advisor to Mattioli Woods plc*

 May 2021 Hub International Limited Conover Insurance Services, LLC Acquisition Hub International Limited has acquired Conover Insurance Services, LLC

MarshBerry was financial adviser to Conover Insurance Services, LLC†

 May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.†

 April 2021 General Indemnity Group a privately-held insurance agency in Ohio Acquisition General Indemnity Group has acquired a privately-held insurance agency in Ohio

MarshBerry was the financial adviser to the Seller

 April 2021 Alera Group, Inc. Boston Benefit Partners, LLC Acquisition Alera Group, Inc. has acquired Boston Benefit Partners, LLC

MarshBerry was financial adviser to Boston Benefit Partners, LLC

 April 2021 INSURICA  Oklahoma Business Insurors Agency, LLC Acquisition INSURICA  has acquired Oklahoma Business Insurors Agency, LLC

MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC†

 March 2021 J.M. Glendinning Limited Nowell & Richards Insurance Services Limited Acquisition

J.M. Glendinning Limited has acquired Nowell & Richards Insurance Services Limited 

IMAS acted as the exclusive financial advisor to Nowell & Richards Insurance Services Limited*

 March 2021 Clear Insurance Management Luker Rowe & Co Acquisition

Clear Insurance Management has acquired Luker Rowe & Co

IMAS acted as the exclusive financial advisor to Luker Rowe & Co*

 January 2021 XPT Group IPC of Nevada

XPT Group has acquired IPC Nevada

MarshBerry served as the financial advisor to IPC Nevada†

 January 2021 AssuredPartners, Inc. Murray Insurance Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Murray Insurance Associates, Inc.

MarshBerry was financial adviser to Murray Insurance Associates, Inc.†

 January 2021 Sunstar Insurance Group, LLC  a privately-held insurance agency in Missouri Acquisition Sunstar Insurance Group, LLC has acquired  a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

 January 2021 AssuredPartners, Inc. Securus Financial Services, LLC dba Murray Insurance Associates, Inc. Acquisition AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc.

MarshBerry was financial adviser to Securus Financial Services, LLC dba Murray Insurance Associates, Inc.†

 January 2021 Hub International Limited Christiansen Insurance Group, LLC Acquisition Hub International Limited has acquired Christiansen Insurance Group, LLC

MarshBerry was financial adviser to Christiansen Insurance Group, LLC†

 December 2020 World Insurance Associates, LLC Two Rivers Insurance Company, Inc. Acquisition World Insurance Associates, LLC has acquired Two Rivers Insurance Company, Inc.

MarshBerry was financial adviser to Two Rivers Insurance Company, Inc.†

 December 2020 Integrated Specialty Coverages California Contractors Insurance Services, Inc. Acquisition Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc.

MarshBerry was financial adviser to ​California Contractors Insurance Services, Inc.†

 December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital