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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
September 2021 Marsh McLennan Agency Vaaler Insurance, Inc. Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc.

MarshBerry was the financial adviser to Vaaler Insurance, Inc.†

 August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners†

 August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group†

 July 2021 PCF Insurance Services Gordon Insurance Acquisition PCF Insurance Services has acquired Gordon Insurance

MarshBerry was financial adviser to Gordon Insurance

 July 2021 Bolt Solutions, Inc. a privately-held insurance agency in New York Acquisition Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York

MarshBerry was financial adviser to the Seller

 July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC†

 July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC†

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