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September 2019 AssuredPartners, Inc. Tutton Insurance Services, Inc. Acquisition AssuredPartners, Inc. has acquired Tutton Insurance Services, Inc.

MarshBerry was financial adviser to Tutton Insurance Services, Inc.

September 2019 High Street Partners, Inc. Ottawa Kent Insurance, Inc. Acquisition High Street Partners, Inc. has acquired Ottawa Kent Insurance, Inc.

MarshBerry was financial adviser to Ottawa Kent Insurance

August 2019 Sunstar Insurance Group, LLC The Meyer Group Acquisition Sunstar Insurance Group, LLC has acquired The Meyer Group

MarshBerry was the financial adviser to Sunstar Insurance Group, LLC

July 2019 Mountain West Insurance & Financial Services, LLC  Watson Insurance & Financial Group Acquisition Mountain West Insurance & Financial Services, LLC  has acquired Watson Insurance & Financial Group

MarshBerry was financial adviser to Watson Insurance & Financial Group

June 2019 Hub International Limited Porchlight Financial Acquisition Hub International Limited has acquired Porchlight Financial

MarshBerry was the financial adviser to Hub International Limited

March 2019 Hub International Limited TIE Financial & Retirement Services Acquisition

MarshBerry was the financial adviser to TIE Financial & Retirement Services

March 2019 Hub International Limited The Insurance Exchange, Inc. Acquisition Hub International Limited has acquired The Insurance Exchange, Inc.

MarshBerry was the financial adviser to The Insurance Exchange, Inc.

October 2018 Alera Group, Inc. Perspective Financial Group, LLC Acquisition Alera Group, Inc. has acquired Perspective Financial Group, LLC

MarshBerry was the financial adviser to Perspective Financial Group, LLC

August 2018 Baldwin Krystyn Sherman Partners, LLC Montoya & Associates Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates

MarshBerry was the financial adviser to Montoya & Associates

April 2018 Alera Group, Inc. Tippett Moorhead Financial Partners LLC dba Tippett Moorhead & Haden Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Tippett Moorhead Financial Partners LLC dba Tippett Moorhead & Haden Insurance Services, LLC

MarshBerry was financial adviser to Alera Group, Inc.

April 2018 Hub International Limited The Benefits Company, Inc. Acquisition Hub International Limited has acquired The Benefits Company, Inc.

MarshBerry was financial adviser to Hub International Limited

March 2018 Hub International Limited Spectra Management, LLC Acquisition Hub International Limited has acquired Spectra Management, LLC

MarshBerry was the financial adviser to Hub International Limited

February 2018 Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.

Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.

MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company

February 2018 Alera Group, Inc. Spring Consulting Group, LLC Acquisition Alera Group, Inc. has acquired Spring Consulting Group, LLC

MarshBerry was financial adviser to Alera Group, Inc.

November 2017 Hub International Limited Summit Financial Corp. and Summit Financial Insurance Agency Inc. Acquisition Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc.

MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.

October 2017 GCG Financial, LLC an Alera Group, Inc. Company Axis Benefits Consultants, Inc. Acquisition GCG Financial, LLC an Alera Group, Inc. Company has acquired Axis Benefits Consultants, Inc.

MarshBerry was financial adviser to Axis Benefits Consultants, Inc.

December 2016 Alera Group, Inc. Centennial Group Benefits and Insurance Services, Inc. Acquisition Alera Group, Inc. has acquired Centennial Group Benefits and Insurance Services, Inc.

MarshBerry was financial adviser to Centennial Group Benefits and Insurance Services, Inc.

December 2016 Alera Group, Inc. GCG Financial, Inc Acquisition Alera Group, Inc. has acquired GCG Financial, Inc

MarshBerry was financial adviser to the GCG Financial, Inc

December 2016 Alera Group, Inc. J.A. Counter & Associates, Inc. Acquisition Alera Group, Inc. has acquired J.A. Counter & Associates, Inc.

MarshBerry was financial adviser to J.A. Counter & Associates, Inc.

July 2015 AssuredPartners, Inc. Waltz Sheridan Crawford, Inc. Acquisition AssuredPartners, Inc. has acquired Waltz Sheridan Crawford, Inc.

MarshBerry was financial adviser to Waltz Sheridan Crawford, Inc.