Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Hawksmoore Group Limited has acquired Gore Browne Investment Management
IMAS acted as the exclusive financial advisor to Gore Browne Investment Management Limited*
December 2021
Acquisition Hub International Limited has acquired GRP Financial California, LLC MarshBerry was the financial advisor to Hub International Limited
December 2021
Acquisition BroadStreet Capital Partners, Inc. has invested in a privately-held insurance agency in Pennsylvania MarshBerry was the financial advisor to the Seller
December 2021
Acquisition AssuredPartners Holdings Limited has acquired PSP Insurance and Financial Solutions
IMAS acted as the exclusive financial advisor to PSP Insurance and Financial Solutions*
May 2021
Acquisition Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc
IMAS acted as the exclusive financial advisor to Mattioli Woods plc*
January 2021
Acquisition Sunstar Insurance Group, LLC has acquired a privately-held insurance agency in Missouri MarshBerry was financial adviser to the Seller
January 2021
Acquisition AssuredPartners, Inc. has acquired Securus Financial Services, LLC dba Murray Insurance Associates, Inc. MarshBerry was financial adviser to Securus Financial Services, LLC dba Murray Insurance Associates, Inc.†
December 2020
Acquisition BRP Group, Inc. has acquired Burnham Gibson Wealth Advisors, Inc. MarshBerry was financial adviser to Burnham Gibson Wealth Advisors, Inc.†
December 2020
Acquisition Oakbridge Insurance Agency, LLC has acquired Hutchinson-Traylor Insurance Agency MarshBerry was financial adviser to Hutchinson-Traylor Insurance Agency†
December 2020
Acquisition Gresham House plc has acquired Appian Asset Management Limited
IMAS acted as the exclusive financial advisor to Appian Asset Management Limited*
December 2020
Acquisition Alera Group, Inc. has acquired Lighthouse Insurance Group, Inc. MarshBerry was financial adviser to Lighthouse Insurance Group, Inc.†
November 2020
Acquisition Apiary Capital has acquired Radiant Financial Group
IMAS acted as the exclusive financial advisor to Radiant Financial Group*
October 2020
Acquisition Patriot Growth Insurance Services, LLC has acquired FBinsure, LLC MarshBerry was financial adviser to FBinsure, LLC†
October 2020
Acquisition Seven Investment Management has acquired Partners Wealth Management
IMAS acted as the exclusive financial advisor to Partners Wealth Management*
September 2020
Acquisition Keystone Agency Investors, LLC has acquired Midwest Insurance Solutions MarshBerry was financial adviser to Keystone Agency Investors, LLC
August 2020 
Acquisition Alera Group, Inc. has acquired Alper Services, LLC MarshBerry was financial adviser to Alper Services, LLC†
July 2020
Acquisition Leavitt Group Enterprises, Inc. has acquired a privately-held insurance agency in Colorado MarshBerry was financial adviser to the Seller
July 2020 
Acquisition Hub International Limited has acquired Gus Bates Retirement Plan Services MarshBerry was financial adviser to Gus Bates Retirement Plan Services†
July 2020 Acquisition Keystone Agency Investors, LLC has acquired a privately-held insurance agency in Pennsylvania MarshBerry was financial adviser to Keystone Agency Investors, LLC
June 2020
Acquisition Beckett Investment Management Group has acquired Brown Shipley & Co
IMAS acted as the exclusive financial advisor to Brown Shipley & Co*
† Advisory services provided by MarshBerry Capital
