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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
October 2021 Hub International Limited Jerry Baird Insurance Agency & Baird Crop Insurance Agency Acquisition Hub International Limited has acquired Jerry Baird Insurance Agency & Baird Crop Insurance Agency

MarshBerry was financial advisor to Jerry Baird Insurance Agency & Baird Crop Insurance Agency†

 October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.†

 September 2021 PCF Insurance Services Gimlin & Udy Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Gimlin & Udy Insurance Agency, Inc.

MarshBerry was financial adviser to PCF Insurance Services

 September 2021 DOXA Insurance Holdings, LLC all assets of Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services†

 September 2021 Oakbridge Insurance Agency, LLC Snider Killingworth Insurance & Risk Management Acquisition Oakbridge Insurance Agency, LLC has acquired Snider Killingworth Insurance & Risk Management

MarshBerry was financial adviser to Oakbridge Insurance Agency, LLC

 September 2021 PIB Group JRT Insurance Brokers Acquisition

PIB Group has acquired JRT Insurance Brokers

IMAS acted as the exclusive financial advisor to JRT Insurance Brokers*

 September 2021 PCF Insurance Services a privately-held insurance agency in Utah Acquisition PCF Insurance Services has acquired a privately-held insurance agency in Utah

MarshBerry was financial adviser to the Seller

 September 2021 PCF Insurance Services Good's Insurance Agency, Inc. Acquisition PCF Insurance Services has acquired Good's Insurance Agency, Inc.

MarshBerry was financial adviser to Good’s Insurance Agency, Inc.

 September 2021 Acrisure, LLC a privately-held insurance agency in Missouri Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Missouri

MarshBerry was financial adviser to the Seller

 September 2021 Marsh McLennan Agency Vaaler Insurance, Inc. Acquisition Marsh McLennan Agency has acquired Vaaler Insurance, Inc.

MarshBerry was the financial adviser to Vaaler Insurance, Inc.†

 August 2021 Alera Group, Inc. Risk Consulting Partners Acquisition Alera Group, Inc. has acquired Risk Consulting Partners

MarshBerry was the financial adviser to Risk Consulting Partners†

 August 2021 Risk Strategies Danna-Gracey Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

 August 2021 PCF Insurance Services Levi & Associates Insurance Acquisition PCF Insurance Services has acquired Levi & Associates Insurance

MarshBerry was financial adviser to PCF Insurance Services

 August 2021 World Insurance Associates, LLC Governor Insurance Agency, Inc. Acquisition World Insurance Associates, LLC has acquired Governor Insurance Agency, Inc.

MarshBerry was the financial adviser to World Insurance Associates, LLC

 August 2021 BRP Group, Inc. TCG Financial Holding Company, LLC dba The Capital Group Acquisition BRP Group, Inc. has acquired TCG Financial Holding Company, LLC dba The Capital Group

MarshBerry was the financial adviser to TCG Financial Holding Company, LLC dba The Capital Group†

 July 2021 Alera Group, Inc. Fringe Benefit Analysts Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

 July 2021 PCF Insurance Services Gordon Insurance Acquisition PCF Insurance Services has acquired Gordon Insurance

MarshBerry was financial adviser to Gordon Insurance

 July 2021 Bolt Solutions, Inc. a privately-held insurance agency in New York Acquisition Bolt Solutions, Inc. has acquired a privately-held insurance agency in New York

MarshBerry was financial adviser to the Seller

 July 2021 PCF Insurance Services Rice Insurance, LLC Acquisition PCF Insurance Services has acquired Rice Insurance, LLC

MarshBerry was financial adviser to Rice Insurance, LLC†

 July 2021 The Hilb Group, LLC Braddon Insurance Advisors Acquisition The Hilb Group, LLC has acquired Braddon Insurance Advisors

MarshBerry was the financial adviser to The Hilb Group, LLC
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital