Transactions

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*IMAS Corporate Finance LLP has been acquired by MarshBerry
October 2018 Sunstar Insurance Group, LLC GIG of Missouri, Inc. dba The Insurancenter from Arthur J. Glatfelter, Inc. Acquisition Sunstar Insurance Group, LLC has acquired GIG of Missouri, Inc. dba The Insurancenter from Arthur J. Glatfelter, Inc.

MarshBerry was financial adviser to Arthur J. Glatfelter, Inc. in the sale of its wholly owned subsidiary, GIG of Missouri, Inc.

October 2018 Alera Group, Inc. Distinctive Insurance, Inc. and Affiliates Acquisition Alera Group, Inc. has acquired Distinctive Insurance, Inc. and Affiliates

MarshBerry was financial adviser to Distinctive Insurance, Inc. and Affiliates

October 2018 Alera Group, Inc. GLB & AP, LLC dba GLB Insurance Group of Nevada Acquisition Alera Group, Inc. has acquired GLB & AP, LLC dba GLB Insurance Group of Nevada

MarshBerry was financial adviser to GLB & AP, LLC dba GLB Insurance Group of Nevada

October 2018 Hub International Limited Liberty New Gate Insurance Services, LLC Acquisition Hub International Limited has acquired Liberty New Gate Insurance Services, LLC

MarshBerry was financial adviser to Liberty New Gate Insurance Services, LLC

September 2018 Worldwide Facilities, LLC McClelland & Hine, Inc. Acquisition Worldwide Facilities, LLC has acquired McClelland & Hine, Inc.

MarshBerry was financial adviser to McClelland & Hine, Inc.

September 2018 Arthur J. Gallagher & Co. Rogers & Young Insurance Services, LLC Acquisition Arthur J. Gallagher & Co. has acquired Rogers & Young Insurance Services, LLC

MarshBerry was financial adviser to Rogers & Young Insurance Services, LLC

August 2018 USI Insurance Services, LLC The Gaudreau Group, Inc. Acquisition USI Insurance Services, LLC has acquired The Gaudreau Group, Inc.

MarshBerry was financial adviser to The Gaudreau Group, Inc.

August 2018 Alera Group, Inc. Burnham Financial Services, LLC dba Burnham Benefit Advisors Acquisition Alera Group, Inc. has acquired Burnham Financial Services, LLC dba Burnham Benefit Advisors

MarshBerry was financial adviser to Burnham Financial Services, LLC dba Burnham Benefit Advisors

August 2018 Arthur J. Gallagher & Co. International Employee Benefit Solutions, Inc Acquisition Arthur J. Gallagher & Co. has acquired International Employee Benefit Solutions, Inc

MarshBerry was financial adviser to International Employee Benefit Solutions, Inc.

August 2018 Baldwin Krystyn Sherman Partners, LLC Montoya & Associates Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates

MarshBerry was the financial adviser to Montoya & Associates

August 2018 Marsh, LLC Wortham LLC, General Partner, John L. Wortham & Son, L.P. Acquisition Marsh, LLC has acquired Wortham LLC, General Partner, John L. Wortham & Son, L.P.

MarshBerry was the financial adviser for Wortham LLC, General Partner, John L. Wortham & Son, L.P.

August 2018 Baldwin Krystyn Sherman Partners, LLC Montoya & Associates, LLC dba Montoya & Associates, Montoya Property & Casualty Insurance, LLC and Montoya Employer Services, LLC Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates, LLC dba Montoya & Associates, Montoya Property & Casualty Insurance, LLC and Montoya Employer Services, LLC

MarshBerry was the financial adviser to the Seller

July 2018 PIB Group Wheatly Wright Insurance Services and Online Risk Solutions Acquisition

PIB Group Limited has acquired Wheatley Wright Insurance Services and Online Risk Solutions

IMAS acted as the exclusive financial advisor to Wheatley Wright Insurance Services and Online Risk Solutions*

June 2018 Alera Group, Inc. Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc. Acquisition Alera Group, Inc. has acquired Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.

MarshBerry was financial adviser to Mike Menath Insurance, Inc. dba Mike Menath Insurance Agency, Inc.

May 2018 Vantage Insurance Services Fresh Insurance Group Limited Acquisition

Vantage Insurance Services has acquired Fresh Insurance Services Group Limited

IMAS acted as the exclusive financial advisor to Fresh Insurance Services Group Limited*

May 2018 USI Insurance Services, LLC CHS Insurance Services, LLC and Certain Related Entities from CHS, Inc.  Acquisition USI Insurance Services, LLC has acquired CHS Insurance Services, LLC and Certain Related Entities from CHS, Inc. 

MarshBerry was financial adviser to CHS, Inc., CHS Insurance Services, LLC

May 2018 Alera Group, Inc. Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin Acquisition Alera Group, Inc. has acquired Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin

MarshBerry was financial adviser to Catamount Companies, Inc. dba Benefit Plan Strategies, BPStrategies and BPS Admin

May 2018 Alera Group, Inc. Dickerson Employee Benefits, Inc. Acquisition Alera Group, Inc. has acquired Dickerson Employee Benefits, Inc.

MarshBerry was financial adviser to Dickerson Employee Benefits, Inc.

April 2018 Seeman Holtz Property and Casualty, Inc. Elton Porter Marine Insurance Agency, Inc. Acquisition Seeman Holtz Property and Casualty, Inc. has acquired Elton Porter Marine Insurance Agency, Inc.

MarshBerry was financial adviser to Elton Porter Marine Insurance Agency, Inc.

April 2018 PIB Group Wilby (Group) Limited Acquisition

PIB Group Limited has acquired Wilby (Group) Limited

IMAS acted as the exclusive financial advisor to Wilby (Group) Limited*

*IMAS Corporate Finance LLP has been acquired by MarshBerry