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

 October 2021 Higginbotham Insurance Agency, Inc. MGM Benefits Group Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group

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

 October 2021 Gallagher Holdings (UK) Limited Manchester Underwriting Agencies Limited Acquisition

Gallagher Holdings (UK) Limited has acquired Manchester Underwriting Agencies Limited 

IMAS acted as the exclusive financial advisor to Manchester Underwriting Agencies Limited*

 October 2021 PCF Insurance Services Magellan HCM Acquisition PCF Insurance Services has acquired Magellan HCM

MarshBerry was the financial advisor to PCF Insurance Services

 October 2021 BRP Group, Inc. AURA Holdings, LLC Acquisition BRP Group, Inc. has acquired AURA Holdings, LLC

MarshBerry was the financial advisor to AURA Holdings, LLC

 October 2021 BRP Group, Inc. American Union Risk Management, LLC Acquisition BRP Group, Inc. has acquired American Union Risk Management, LLC

MarshBerry was the financial advisor to American Union Risk Management, LLC

 October 2021 BRP Group, Inc. American Union Risk Associates, LLC BRP Group, Inc. has acquired American Union Risk Associates, LLC

MarshBerry was the financial advisor to American Union Risk Associates, LLC

 October 2021 An Undisclosed Buyer Executive Perils, Inc. Acquisition An Undisclosed Buyer has acquired Executive Perils, Inc.

MarshBerry was the financial advisor to Executive Perils, Inc.

 October 2021 Heffernan Insurance Brokers Reid Group Enterprises, Inc. dba twentytwenty Insurance Services Acquisition Heffernan Insurance Brokers has acquired Reid Group Enterprises, Inc. dba twentytwenty Insurance Services

MarshBerry was the financial adviser to Reid Group Enterprises, Inc. dba twentytwenty Insurance Services

 October 2021 GI Partners L.P Patriot Growth Insurance Services, LLC

GI Partners L.P has invested in Patriot Growth Insurance Services, LLC

MarshBerry was a financial advisor to Patriot Growth Insurance Services, LLC

 October 2021 Acrisure, LLC Lezam & Associates, LLC Acquisition Acrisure, LLC has acquired Lezam & Associates, LLC

MarshBerry was the financial advisor to Lezam & Associates, LLC†

 October 2021 The Hilb Group, LLC Gerardi Insurance Services, Inc. Acquisition The Hilb Group, LLC has acquired Gerardi Insurance Services, Inc.

MarshBerry was the financial advisor to Gerardi Insurance Services, Inc.

 October 2021 BRP Group, Inc. Whitehill Plaza, Inc. dba K&S Insurance Agency Acquisition BRP Group, Inc. has acquired Whitehill Plaza, Inc. dba K&S Insurance Agency

MarshBerry was the financial advisor to Whitehill Plaza, Inc. dba K&S Insurance Agency†

 October 2021 Venbrook Group, LLC Alpharetta Underwriters, LLC Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC

MarshBerry was the financial advisor to Alpharetta Underwriters, LLC

 October 2021 Specialty Program Group LLC CM&F Group, Inc. Acquisition Specialty Program Group LLC has acquired CM&F Group, Inc.

MarshBerry was the financial advisor to CM&F Group, Inc.

 October 2021 Alera Group, Inc. Blue Communications Agency, Inc. Acquisition Alera Group, Inc. has acquired Blue Communications Agency, Inc.

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