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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2021 Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group Arcana Insurance Services, LP Acquisition Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP

MarshBerry was the financial advisor to Arcana Insurance Services, LP†

 December 2021 U.S. Retirement Partners, Inc. Don Crawford & Associates

U.S. Retirement Partners, Inc. has acquired Don Crawford & Associates

MarshBerry served as the financial advisor to U.S. Retirement Partners, Inc.†

 December 2021 Oakbridge Insurance Agency, LLC Your Insurance Centers, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Your Insurance Centers, Inc.

MarshBerry was the financial advisor to Oakbridge Insurance Agency, LLC

 December 2021 BRP Group, Inc. Construction Risk Partners Acquisition BRP Group, Inc. has acquired Construction Risk Partners

MarshBerry was the financial advisor to Construction Risk Partners†

 December 2021 BRP Group, Inc. WGB Benefits Insurance Services, L.P. Acquisition BRP Group, Inc. has acquired WGB Benefits Insurance Services, L.P.

MarshBerry was the financial advisor to WGB Benefits Insurance Services, L.P.†

 December 2021 BRP Group, Inc. Wood Gutmann & Bogart Insurance Brokers Acquisition BRP Group, Inc. has acquired Wood Gutmann & Bogart Insurance Brokers

MarshBerry was the financial advisor to Wood Gutmann & Bogart Insurance Brokers†

 December 2021 BRP Group, Inc. Performance Bonding Surety & Insurance Brokerage, L.P. Acquisition BRP Group, Inc. has acquired Performance Bonding Surety & Insurance Brokerage, L.P.

MarshBerry was the financial advisor to Performance Bonding Surety & Insurance Brokerage, L.P.†

 December 2021 Univest Insurance, Inc Paul I. Sheaffer Insurance Agency Acquisition Univest Insurance, Inc has acquired Paul I. Sheaffer Insurance Agency

MarshBerry was the financial advisor to Paul I. Sheaffer Insurance Agency

 December 2021 Marsh McLennan Agency InSource Group, LLC Acquisition Marsh McLennan Agency has acquired InSource Group, LLC

MarshBerry was the financial advisor to InSource Group, LLC†

 December 2021 Alera Group, Inc. Heist Insurance Agency, Inc. Acquisition Alera Group, Inc. has acquired Heist Insurance Agency, Inc.

MarshBerry was the financial advisor to Heist Insurance Agency, Inc.

 December 2021 Alera Group, Inc. a privately-held insurance agency in Pennsylvania Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was the financial advisor to the Seller

 December 2021 Alera Group, Inc. The D.B.L Center Ltd. Acquisition Alera Group, Inc. has acquired The D.B.L Center Ltd.

MarshBerry was the financial advisor to The D.B.L Center Ltd.†

 December 2021 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to PCF Insurance Services

 November 2021 The Hilb Group, LLC Clark & Lavey Benefits Solutions, Inc. The Hilb Group, LLC has acquired Clark & Lavey Benefits Solutions, Inc.

MarshBerry was the financial advisor to Clark & Lavey Benefits Solutions, Inc.†

 November 2021 HSB MD Group of Companies Acquisition

HSB has acquired MD Group of Companies 

IMAS acted as the exclusive financial advisor to the MD Group of Companies*

 November 2021 Foundation Risk Partners A privately-held insurance agency Acquisition

Foundation Risk Partners has acquired a privately-held insurance agency in Florida

MarshBerry served as the financial advisor to the Seller

 November 2021 Risk Strategies Meeker Sharkey Associates, LLC Acquisition Risk Strategies has acquired Meeker Sharkey Associates, LLC

MarshBerry was the financial advisor to Meeker Sharkey Associates, LLC

 November 2021 Alera Group, Inc. McSherry & Hudson, LLC Acquisition Alera Group, Inc. has acquired McSherry & Hudson, LLC

MarshBerry was the financial advisor to McSherry & Hudson, LLC

 November 2021 Acrisure, LLC a privately-held insurance agency in California Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California

MarshBerry was the financial advisor to the Seller

 October 2021 Higginbotham Insurance Agency, Inc. Financial Benefit Services, Inc. Acquisition Higginbotham Insurance Agency, Inc. has acquired Financial Benefit Services, Inc.

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital