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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
October 2025 HUB International Limited a California-Based RIA Business Acquisition HUB International Limited has acquired a California-Based RIA Business

MarshBerry served as the financial advisor to the Seller†

 September 2025 Thayer Street Partners Management, LLC a Pennsylvania-Based Business Acquisition Thayer Street Partners Management, LLC has acquired a Pennsylvania-Based Business

MarshBerry served as the financial advisor to Thayer Street Partners Management, LLC

 September 2025 Carson Group Wells Trecaso Financial Group, LLC Acquisition Carson Group has acquired Wells Trecaso Financial Group, LLC

MarshBerry served as the financial advisor to Wells Trecaso Financial Group, LLC†

 September 2025 World Insurance Associates, LLC The Fidella Agency, LLC Acquisition World Insurance Associates, LLC has acquired The Fidella Agency, LLC

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 September 2025 The Liberty Company Insurance Brokers a California-Based Insurance Broker and Risk Management Consultant Acquisition The Liberty Company Insurance Brokers has acquired a California-Based Insurance Broker and Risk Management Consultant

MarshBerry served as the financial advisor to the Seller†

 September 2025 Heffernan Insurance Brokers Brashears & Newendorp Acquisition Heffernan Insurance Brokers has acquired Brashears & Newendorp

MarshBerry served as the financial advisor to Brashears & Newendorp†

 September 2025 HUB International Limited Don Ramatici Insurance, Inc. Acquisition HUB International Limited has acquired Don Ramatici Insurance, Inc.

MarshBerry served as the financial advisor to Don Ramatici Insurance, Inc.†

 August 2025 Marsh & McLennan Agency, LLC Robins Insurance Agency, Inc. Acquisition Marsh & McLennan Agency, LLC has acquired Robins Insurance Agency, Inc.

MarshBerry served as the financial advisor to Robins Insurance Agency, Inc.†

 August 2025 HUB International Limited GroupeBrissette Acquisition HUB International Limited has acquired GroupeBrissette

MarshBerry served as the financial advisor to HUB International Limited

 August 2025 HUB International Limited a New Hampshire-Based Business Acquisition HUB International Limited has acquired a New Hampshire-Based Business

MarshBerry served as the financial advisor to HUB International Limited

 August 2025 Brightstone Specialty Group RMS Hospitality Group and Fortis Risk Solutions Acquisition Brightstone Specialty Group has acquired RMS Hospitality Group and Fortis Risk Solutions

MarshBerry served as the financial advisor to RMS Hospitality Group and Fortis Risk Solutions†

 August 2025 Relation Insurance Joseph M. Wiedemann and Sons, Inc. Acquisition Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc.

MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†

 July 2025 INSURICA Sullivan Insurance Agency Acquisition INSURICA has acquired Sullivan Insurance Agency

MarshBerry served as the financial advisor to Sullivan Insurance Agency†

 July 2025 Inszone Insurance Services, LLC Stephenson, Baggs & Guthrie, LLC Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

 July 2025 Inszone Insurance Services, LLC Snell-Nelson Insurance Agency, Inc. Acquisition Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc.

MarshBerry served as the financial advisor to Inszone Insurance Services, LLC

 July 2025 Oakbridge Insurance Agency LLC a Florida-Based Business Acquisition Oakbridge Insurance Agency LLC has acquired a Florida-Based Business

MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC

 July 2025 Risman Insurance Agency, Inc. Bank of Montreal

Risman Insurance Agency, Inc. has successfully raised an undisclosed amount of Debt Capital from Bank of Montreal

MarshBerry served as the financial advisor to Risman Insurance Agency, Inc.†

 July 2025 The Hilb Group, LLC a Florida-Based Business Acquisition The Hilb Group, LLC has acquired a Florida-Based Business

MarshBerry served as the financial advisor to the Seller†

 July 2025 The Hilb Group, LLC a Kentucky-Based Business Acquisition The Hilb Group, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 July 2025 HUB International Limited Alliance Insurance Acquisition HUB International Limited has acquired Alliance Insurance

MarshBerry served as the financial advisor to HUB International Limited
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital