Transactions

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*IMAS Corporate Finance LLP has been acquired by MarshBerry
December 2020 Constellation Affiliated Partners INSUREtrust Acquisition Constellation Affiliated Partners has acquired INSUREtrust

MarshBerry was financial adviser to INSUREtrust

December 2020 Patriot Growth Insurance Services, LLC a privately-held insurance agency in Arizona Acquisition Patriot Growth Insurance Services, LLC has acquired a privately-held insurance agency in Arizona

MarshBerry was financial adviser to the Seller

December 2020 Alera Group, Inc. Todd Associates, Inc. Acquisition Alera Group, Inc. has acquired Todd Associates, Inc.

MarshBerry was financial adviser to Todd Associates, Inc.

December 2020 Oakbridge Insurance Agency, LLC MGNMRB, LLC dba McGinty-Gordon & Associates Acquisition Oakbridge Insurance Agency, LLC has acquired MGNMRB, LLC dba McGinty-Gordon & Associates

MarshBerry was financial adviser to MGNMRB, LLC dba McGinty-Gordon & Associates

December 2020 Oakbridge Insurance Agency, LLC Waites & Foshee Insurance, Inc. Acquisition Oakbridge Insurance Agency, LLC has acquired Waites & Foshee Insurance, Inc.

MarshBerry was financial adviser to Waites & Foshee Insurance, Inc.

December 2020 Oakbridge Insurance Agency, LLC Hutchinson-Traylor Insurance Agency Acquisition Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency

MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency

December 2020 Oakbridge Insurance Agency, LLC Founders Insurance Group, LLC Acquisition Oakbridge Insurance Agency, LLC has acquired Founders Insurance Group, LLC

MarshBerry was financial adviser to Founders Insurance Group, LLC

December 2020 One80 Intermediaries Safeware Insurance Agency, Inc. Acquisition One80 Intermediaries has acquired Safeware Insurance Agency, Inc.

MarshBerry was financial adviser to Safeware Insurance Agency, Inc.

December 2020 Wilton Group Limited IOMA Group of Companies Acquisition

Wilton Group Limited has acquired IOMA Group of Companies 

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

December 2020 Gresham House Appian Asset Management Limited Acquisition

Gresham House plc has acquired Appian Asset Management Limited 

IMAS acted as the exclusive financial advisor to Appian Asset Management Limited*

December 2020 DOXA Insurance Holdings, LLC Marine Underwriters of America Acquisition DOXA Insurance Holdings, LLC has acquired Marine Underwriters of America

MarshBerry was financial adviser to Marine Underwriters of America

December 2020 Acrisure, LLC a privately-held insurance agency in Texas Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Seller

December 2020 Alera Group, Inc. Lighthouse Insurance Group, Inc. Acquisition Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc.

MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.

December 2020 Acrisure, LLC a privately-held insurance agency in Illinois Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Illinois

MarshBerry was financial adviser to the Seller

November 2020 Acrisure, LLC a privately-held insurance agency in California Acquisition Acrisure, LLC has acquired a privately-held insurance agency in California

MarshBerry was financial adviser to the Seller

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 Howden Group SafeOnline Acquisition

Howden Group has acquired Safeonline

IMAS acted as the exclusive financial advisor to Safeonline*

November 2020 Aston Lark MS Amlin Acquisition

Aston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin 

IMAS acted as the exclusive financial advisor to MS Amlin*

November 2020 Apiary Capital Radiant Financial Group Acquisition

Apiary Capital has acquired Radiant Financial Group

IMAS acted as the exclusive financial advisor to Radiant Financial Group*

November 2020 PayPoint i-movo Acquisition

PayPoint has acquired i-movo

IMAS acted as the exclusive financial advisor to i-movo*

*IMAS Corporate Finance LLP has been acquired by MarshBerry