Transactions
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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*
June 2020
Acquisition Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc. MarshBerry was financial adviser to Sunstar Insurance Group, LLC
May 2020
Acquisition High Street Partners, Inc. has acquired Ken Bleeker Insurance MarshBerry was financial adviser to Ken Bleeker Insurance
May 2020
Acquisition AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc. MarshBerry was financial adviser to Cypress Insurance Group, Inc.
March 2020 
Acquisition Alera Group, Inc. has acquired Georgetown Insurance Services, Inc. MarshBerry was financial adviser to Alera Group, Inc.
January 2020
Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc. MarshBerry was financial adviser to Lanier Upshaw, Inc.
December 2019
Acquisition USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLC MarshBerry was financial adviser to Marcotte Wealth Management, LLC
November 2019 
Acquisition Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC
November 2019
iCap Downing Ventures and Gresham House Ventures have invested in Funding Xchange
IMAS acted as the exclusive financial advisor to Funding Xchange*
