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December 2021 BRP Group, Inc. Performance Bonding Surety & Insurance Brokerage, L.P. Acquisition BRP Group, Inc. has acquired Performance Bonding Surety & Insurance Brokerage, L.P.

MarshBerry was the financial adviser to Performance Bonding Surety & Insurance Brokerage, L.P.

December 2021 Univest Insurance, Inc Paul I. Sheaffer Insurance Agency Acquisition Univest Insurance, Inc has acquired Paul I. Sheaffer Insurance Agency

MarshBerry was the financial adviser to Paul I. Sheaffer Insurance Agency

December 2021 Marsh McLennan Agency InSource Group, LLC Acquisition Marsh McLennan Agency has acquired InSource Group, LLC

MarshBerry was the financial adviser to InSource Group, LLC

December 2021 Alera Group, Inc. Heist Insurance Agency, Inc. Acquisition Alera Group, Inc. has acquired Heist Insurance Agency, Inc.

MarshBerry was the financial adviser to Heist Insurance Agency, Inc.

December 2021 Alera Group, Inc. a privately-held insurance agency in Pennsylvania Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Pennsylvania

MarshBerry was the financial adviser to the Seller

December 2021 Alera Group, Inc. The D.B.L Center Ltd. Acquisition Alera Group, Inc. has acquired The D.B.L Center Ltd.

MarshBerry was the financial adviser to The D.B.L Center Ltd.

December 2021 PCF Insurance Services a privately-held insurance agency in California Acquisition PCF Insurance Services has acquired a privately-held insurance agency in California

MarshBerry was the financial adviser to PCF Insurance Services

November 2021 The Hilb Group, LLC Clark & Lavey Benefits Solutions, Inc. The Hilb Group, LLC has acquired Clark & Lavey Benefits Solutions, Inc.

MarshBerry was the financial adviser to Clark & Lavey Benefits Solutions, Inc.

November 2021 Risk Strategies Meeker Sharkey Associates, LLC Acquisition Risk Strategies has acquired Meeker Sharkey Associates, LLC

MarshBerry was the financial adviser 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 adviser 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 adviser 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 adviser 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 PCF Insurance Services Magellan HCM Acquisition PCF Insurance Services has acquired Magellan HCM

MarshBerry was the financial adviser 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 adviser 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 adviser 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 adviser 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 adviser 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 has invested in Patriot Growth Insurance Services, LLC

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