Transactions

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*IMAS Corporate Finance LLP has been acquired by MarshBerry
November 2020 Souter Investments & Manfield Partners LIKEZERO Limited iCap

Souter Investments and Manfield Partners have invested in LIKEZERO Limted

IMAS acted as the exclusive financial advisor to LIKEZERO Limited*

November 2020 BRP Group, Inc. Insgroup, Inc. Acquisition BRP Group, Inc. has acquired Insgroup, Inc.

MarshBerry was financial adviser to Insgroup, Inc.

November 2020 Heffernan Insurance Brokers PNL Insurance Services Acquisition Heffernan Insurance Brokers has acquired PNL Insurance Services

MarshBerry was financial adviser to PNL Insurance Services

November 2020 Higginbotham Insurance Agency, Inc. Lipscomb & Pitts Insurance, LLC Merger Higginbotham Insurance Agency, Inc. has acquired Lipscomb & Pitts Insurance, LLC

MarshBerry was financial adviser to ​Higginbotham Insurance Agency, Inc

November 2020 The Hilb Group, LLC Statewide Resources Insurance Agency, LLC Acquisition The Hilb Group, LLC has acquired Statewide Resources Insurance Agency, LLC

MarshBerry was financial adviser to The Hilb Group, LLC

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

MarshBerry was financial adviser to the Seller

November 2020 CRC Group Insurance Services, Inc. W. Brown Property & Casualty Insurance Services Acquisition CRC Group Insurance Services, Inc. has acquired W. Brown Property & Casualty Insurance Services

MarshBerry was financial adviser to W. Brown Property & Casualty Insurance Services

November 2020 Hub International Limited United Shortline Insurance Services, Inc. Acquisition Hub International Limited has acquired United Shortline Insurance Services, Inc.

MarshBerry was financial adviser to United Shortline Insurance Services, Inc.

November 2020 Risk Placement Services, Inc. Arrowhead Wholesale Insurance Services, LLC Acquisition Risk Placement Services, Inc. has acquired Arrowhead Wholesale Insurance Services, LLC

MarshBerry was financial adviser to Arrowhead Wholesale Insurance Services, LLC

October 2020 Patriot Growth Insurance Services, LLC FBinsure, LLC Acquisition Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC

MarshBerry was financial adviser to FBinsure, LLC

October 2020 Diversified Insurance Industries, Inc. a book of business from Jones Birdsong, LLP Acquisition Diversified Insurance Industries, Inc. has acquired a book of business from Jones Birdsong, LLP

MarshBerry was financial adviser to Jones Birdsong, LLP

October 2020 The Hilb Group, LLC ISI of Maryland, LLC dba Insurance Solutions Acquisition The Hilb Group, LLC has acquired ISI of Maryland, LLC dba Insurance Solutions

MarshBerry was financial adviser to The Hilb Group, LLC

October 2020 Seven Investment Management Partners Wealth Management Acquisition

Seven Investment Management has acquired Partners Wealth Management

IMAS acted as the exclusive financial advisor to Partners Wealth Management*

October 2020 NFP Corp. Santa Maria & Company Acquisition NFP Corp. has acquired Santa Maria & Company

MarshBerry was financial adviser to Santa Maria & Company

October 2020 JenCap, Inc.  Landmark E&S Insurance Brokers, LLC Acquisition JenCap, Inc.  has acquired Landmark E&S Insurance Brokers, LLC

MarshBerry was financial adviser to Landmark E&S Insurance Brokers, LLC

October 2020 Hub International Limited Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc. Acquisition Hub International Limited has acquired Clearpoint Advisory Group, Inc., Clearpoint Retirement Solutions, Inc. & Canwest Group Benefits, Inc.

MarshBerry was financial adviser to ​Hub International Limited

October 2020 Worldwide Facilities Holdings, LLC Hunt Jorgensen, LLC Acquisition Worldwide Facilities Holdings, LLC has acquired Hunt Jorgensen, LLC

MarshBerry was financial adviser to ​Worldwide Facilities Holdings, LLC

October 2020 Alera Group, Inc. Legacy Risk & Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Legacy Risk & Insurance Services, LLC

MarshBerry was financial adviser to Legacy Risk & Insurance Services, LLC

September 2020 Keystone Agency Investors, LLC Midwest Insurance Solutions Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions

MarshBerry was financial adviser to Keystone Agency Investors, LLC

September 2020 Clear Insurance Management Brokerbility Holdings Limited Acquisition

Clear Insurance Management has acquired Brokerbility Holdings Limited 

IMAS acted as the exclusive financial advisor to Brokerbility Holdings Limited*

*IMAS Corporate Finance LLP has been acquired by MarshBerry