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*IMAS Corporate Finance LLP has been acquired by MarshBerry
November 2022 Specialty Program Group Catapult Insurance Solutions

Specialty Program Group has acquired Catapult Insurance Solutions

MarshBerry served as the financial advisor to Catapult Insurance Solutions

November 2022 Ryan Specialty Group Centurion Liability Insurance Services Acquisition

Ryan Specialty Group has acquired Centurion Liability Insurance Services

MarshBerry served as the financial advisor to Ryan Specialty Group

October 2022 ICON an AIMCOR Consolidated Company McQueen Kalligan Insurance Services, Inc.

ICON an AIMCOR Consolidated Company has acquired McQueen Kalligan Insurance Services, Inc. 

MarshBerry served as the financial advisor to McQueen Kalligan Insurance Services, Inc.

October 2022 Risk Strategies Insurance Brokerage, Inc. Wallace Specialty Insurance Group Acquisition

RSC Insurance Brokerage, Inc. has acquired Wallace Specialty Insurance Group 

MarshBerry served as the financial advisor to Wallace Specialty Insurance Group

October 2022 World Insurance Associates, LLC Hawkeye Wholesale Insurance Services Acquisition

World Insurance Associates, LLC has acquired Hawkeye Wholesale Insurance Services

MarshBerry served as the financial advisor to Hawkeye Wholesale Insurance Services

October 2022 Warner Pacific Insurance Services American Insurance Brokers Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO Acquisition

Warner Pacific Insurance Services has acquired American Insurance Brokers, Inc., National Insurance Brokers, Inc. and Insurance Club, Inc. Subsidiaries of UNICO

MarshBerry served as the financial advisor to UNICO

October 2022 World Insurance Associates LLC. CDR Insurance Group Inc. Acquisition

World Insurance Associates, LLC has acquired CDR Insurance Group Inc 

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

September 2022 Alera Group, Inc. Greenhill Insurance Services Acquisition

Alera Group, Inc. has acquired Greenhill Insurance Services 

MarshBerry served as the financial advisor to Greenhill Insurance Services

September 2022 Partners Group Foundation Risk Partners Acquisition

Partners Group has invested in Foundation Risk Partners

MarshBerry served as the financial advisor to Foundation Risk Partners

August 2022 World Insurance Associates, LLC Brookside General Insurance Services, Inc. Acquisition

Scottish American has acquired Brookside General Insurance Services, Inc.

MarshBerry served as the financial advisor to Brookside General Insurance Services, Inc.

August 2022 Oakbridge Insurance Agency, LLC J. Barry Walker Insurance Group, LLC Acquisition

Oakbridge Insurance Agency, LLC has acquired J. Barry Walker Insurance Group, LLC

MarshBerry served as the financial advisor to Oakbridge Insurance Agency, LLC

July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

July 2022 Cover Genius Holdings Pty Limited Booking Project Limited Acquisition

Cover Genius Holdings Pty Limited has acquired Booking Projects Limited 

IMAS acted as the exclusive financial advisor to Booking Project Limited*

May 2022 One80 Intermediaries, LLC VFIS of North Carolina Acquisition

One80 Intermediaries, LLC has acquired VFIS of North Carolina

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

May 2022 Field Pros Direct Dineley Claims Services, Inc. Acquisition

Field Pros Direct has acquired Dineley Claims Services, Inc.

MarshBerry served as the financial advisor to Dineley Claims Services, Inc.

May 2022 Specialty Program Group, LLC Jones Birdsong, LLC Acquisition Specialty Program Group, LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC

April 2022 Risk Placement Services, Inc. G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition

Risk Placement Services, Inc. has acquired G. A. Mavon & Co. & it’s wholly-owned subsidiary, Mavco Insurance Agency 

MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency

April 2022 Lockton Affinity SBG, Inc. Acquisition

Lockton Affinity has acquired SBG, Inc. Insurance Services

MarshBerry served as the financial advisor to SBG, Inc. Insurance Services

March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry served as the financial advisor to Hawley & Associates, LLC

December 2021 One80 Intermediaries Innovative Risk Management Acquisition One80 Intermediaries has acquired Innovative Risk Management

MarshBerry was the financial advisor to Innovative Risk Management

*IMAS Corporate Finance LLP has been acquired by MarshBerry