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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2025 Hilb Group Acquisition The Hilb Group, LLC has acquired a Michigan-Based Business

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

 November 2025 king risk partners Acquisition King Risk Partners, LLC has acquired Stuart Surles Insurance & Realty

MarshBerry served as the financial advisor to King Risk Partners, LLC

 November 2025 trucordia Acquisition Trucordia Insurance Services, LLC. has acquired Breezy Seguros

MarshBerry served as the financial advisor to Trucordia Insurance Services, LLC.

 November 2025 Acquisition Afore Insurance Services, LLC has acquired Salzberg Insurance Agency

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

 November 2025 heuring crop insurance Acquisition World Insurance Associates, LLC has acquired Heuring Crop Insurance

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

 October 2025 Acquisition EPIC Insurance Brokers & Consultants has acquired Price Insurance Group

MarshBerry served as the financial advisor to EPIC Insurance Brokers & Consultants

 October 2025 Inszone INsurance Williamson Insurance Acquisition Inszone Insurance Services, LLC has acquired Mark V. Williamson Company, Inc.

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

 October 2025 Acquisition LD&B Insurance and Financial Services has acquired Weaver Insurance & Financial Advisors

MarshBerry served as the financial advisor to LD&B Insurance and Financial Services

 October 2025 hub international Acquisition HUB International Limited has acquired an Ontario, Canada-Based Business

MarshBerry served as the financial advisor to HUB International Limited

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

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

 August 2025 Acquisition Alkeme Insurance has acquired Innovative Insurance Group

MarshBerry served as the financial advisor to Alkeme Insurance

 August 2025 hub international Acquisition HUB International Limited has acquired GroupeBrissette

MarshBerry served as the financial advisor to HUB International Limited

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

MarshBerry served as the financial advisor to HUB International Limited

 August 2025 Inszone INsurance CJ Insurance Group Acquisition Inszone Insurance Services, LLC has acquired CJ Insurance Group

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

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

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

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

MarshBerry served as the financial advisor to HUB International Limited

 July 2025 Acquisition Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC

MarshBerry served as the financial advisor to Afore Insurance Services, LLC
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital