Transactions

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June 2020 Sunstar Insurance Group, LLC Farris Insurance Agency, Inc. Acquisition Sunstar Insurance Group, LLC has acquired Farris Insurance Agency, Inc.

MarshBerry was financial adviser to Sunstar Insurance Group, LLC

May 2020 High Street Partners, Inc. Ken Bleeker Insurance Acquisition High Street Partners, Inc. has acquired Ken Bleeker Insurance

MarshBerry was financial adviser to Ken Bleeker Insurance

May 2020 AssuredPartners, Inc. Cypress Insurance Group, Inc. Acquisition AssuredPartners, Inc. has acquired Cypress Insurance Group, Inc.

MarshBerry was financial adviser to Cypress Insurance Group, Inc.

March 2020 Alera Group, Inc. Georgetown Insurance Services, Inc. Acquisition Alera Group, Inc. has acquired Georgetown Insurance Services, Inc.

MarshBerry was financial adviser to Alera Group, Inc.

January 2020 Baldwin Krystyn Sherman Partners, LLC Lanier Upshaw, Inc. Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.

MarshBerry was financial adviser to Lanier Upshaw, Inc.

December 2019 USI Insurance Services, LLC Marcotte Wealth Management, LLC Acquisition USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLC

MarshBerry was financial adviser to Marcotte Wealth Management, LLC

November 2019 Patriot Growth Insurance Services, LLC Landmark Insurance Associates Acquisition Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates

MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC

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