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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has invested in Socius Insurance Services, Inc.

MarshBerry was the financial adviser to Socius Insurance Services, Inc.†

 June 2021 Oakbridge Insurance Agency, LLC Pittman Insurance Group, LLC Acquisition Oakbridge Insurance Agency, LLC has acquired Pittman Insurance Group, LLC

MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC

 May 2021 Keystone Agency Investors The Yurconic Agency Acquisition Keystone Agency Investors has acquired The Yurconic Agency

MarshBerry was the financial adviser to Keystone Agency Investors

 May 2021 Ludlow Wealth Management Group Limited Mattioli Woods plc Acquisition

Ludlow Wealth Management Group Limited has acquired Mattioli Woods plc

IMAS acted as the exclusive financial advisor to Mattioli Woods plc*

 May 2021 Alera Group, Inc. Lamb Insurance Services Acquisition Alera Group, Inc. has acquired Lamb Insurance Services

MarshBerry was financial adviser to Alera Group, Inc.

 May 2021 Hub International Limited Ion Insurance Corporation Acquisition Hub International Limited has acquired Ion Insurance Corporation

MarshBerry was financial adviser to Hub International Limited

 May 2021 Hub International Limited Conover Insurance Services, LLC Acquisition Hub International Limited has acquired Conover Insurance Services, LLC

MarshBerry was financial adviser to Conover Insurance Services, LLC†

 May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.†

 April 2021 PCF Insurance Services Hale & Associates Acquisition PCF Insurance Services has acquired Hale & Associates

MarshBerry was the financial adviser to PCF Insurance Services

 April 2021 Alera Group, Inc. Bell Insurance Services, LLC Acquisition Alera Group, Inc. has acquired Bell Insurance Services, LLC

MarshBerry was financial adviser to Alera Group, Inc.

 April 2021 The Liberty Company Insurance Brokers a privately-held insurance agency in Florida Acquisition The Liberty Company Insurance Brokers has acquired a privately-held insurance agency in Florida

MarshBerry was financial adviser to The Liberty Company Insurance Brokers

 April 2021 NSI Insurance Group, Inc.

MarshBerry served as financial advisor to NSI Insurance Group, Inc. in securing debt financing

MarshBerry served as financial advisor to NSI Insurance Group, Inc.†

 April 2021 Hub International Limited Wyoming Financial Insurance Acquisition Hub International Limited has acquired Wyoming Financial Insurance

MarshBerry was financial adviser to Hub International Limited

 April 2021 General Indemnity Group a privately-held insurance agency in Ohio Acquisition General Indemnity Group has acquired a privately-held insurance agency in Ohio

MarshBerry was the financial adviser to the Seller

 April 2021 Alera Group, Inc. Boston Benefit Partners, LLC Acquisition Alera Group, Inc. has acquired Boston Benefit Partners, LLC

MarshBerry was financial adviser to Boston Benefit Partners, LLC

 April 2021 INSURICA  Oklahoma Business Insurors Agency, LLC Acquisition INSURICA  has acquired Oklahoma Business Insurors Agency, LLC

MarshBerry was financial adviser to Oklahoma Business Insurors Agency, LLC†

 March 2021 J.M. Glendinning Limited Nowell & Richards Insurance Services Limited Acquisition

J.M. Glendinning Limited has acquired Nowell & Richards Insurance Services Limited 

IMAS acted as the exclusive financial advisor to Nowell & Richards Insurance Services Limited*

 March 2021 Clear Insurance Management Luker Rowe & Co Acquisition

Clear Insurance Management has acquired Luker Rowe & Co

IMAS acted as the exclusive financial advisor to Luker Rowe & Co*

 March 2021 The Hilb Group, LLC Star Insurance Agency Acquisition The Hilb Group, LLC has acquired Star Insurance Agency

MarshBerry was financial adviser to The Hilb Group, LLC

 February 2021 Financial Institutions, Inc. Landmark Group of Brighton, Inc. Acquisition Financial Institutions, Inc. has acquired Landmark Group of Brighton, Inc.

MarshBerry was financial adviser to Financial Institutions, Inc.
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital