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† Advisory services provided by MarshBerry Capital


MarshBerry was the financial adviser to Der Manouel Insurance & Financial Services, Inc.†
February 2018

MarshBerry was financial adviser to the Wilson Albers & Company LLC and certain entities†
January 2018

MarshBerry was financial adviser to Xponent Employer Solutions, Inc.†
December 2017

MarshBerry was financial adviser to the Seller
December 2017

MarshBerry was financial adviser to the Seller
December 2017

MarshBerry was the financial adviser to Desert Empire Insurance Services, Inc.†
December 2017

MarshBerry was financial adviser to Insurance Trustees, Inc.†
November 2017

MarshBerry was financial adviser to HR Knowledge, Inc.†
November 2017

MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.†
October 2017

Vantage Insurance Services has acquired Maybury James Limited
IMAS acted as the exclusive financial advisor to Maybury James Limited*
October 2017

MarshBerry was the financial adviser to Banyan Consulting Group, Inc.†
October 2017

MarshBerry was financial adviser to Axis Benefits Consultants, Inc.†
September 2017

MarshBerry was financial adviser to Costello & Sons Insurance Brokers, Inc.
September 2017

PIB Group Limited has acquired Morton Michael
IMAS acted as the exclusive financial advisor to Morton Michael*
September 2017

MarshBerry was financial adviser to Simmons Bank
September 2017

MarshBerry was the financial adviser to Stellarus Benefits, Inc.
August 2017

MarshBerry was financial adviser to Duble & O’Hearn, Inc.
August 2017

MarshBerry was financial adviser to East West Insurance Services, Inc. and East West Bank
July 2017

Aon has acquired Portus Consulting
IMAS acted as the exclusive financial advisor to Portus Consulting*
June 2017

MarshBerry was financial adviser to Group Benefits, LLC†
† Advisory services provided by MarshBerry Capital