Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
July 2021 Acquisition Alera Group, Inc. has acquired Fringe Benefit Analysts

MarshBerry was financial adviser to Alera Group, Inc.

July 2021 Acquisition PCF Insurance Services has acquired Gordon Insurance

MarshBerry was financial adviser to Gordon Insurance

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

MarshBerry was financial adviser to the Seller

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

MarshBerry was financial adviser to Rice Insurance, LLC†

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

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 Hilb Group Acquisition The Hilb Group, LLC has acquired Keith Ghaphery Insurance and Associates, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 Hilb Group Acquisition The Hilb Group, LLC has acquired Ryan Harris Insurance and Financial Services, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 Hilb Group Acquisition The Hilb Group, LLC has acquired Harvey Insurance Agency, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC†

July 2021 Hilb Group Acquisition The Hilb Group, LLC has acquired Ronnie Shriner Insurance Agency, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance†

July 2021 Hilb Group Acquisition The Hilb Group, LLC has acquired Easley Hendrick Insurance & Financial

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 Hilb Group Acquisition The Hilb Group, LLC has acquired Mayo Insurance Agency, Inc.

MarshBerry was the financial adviser to The Hilb Group, LLC

July 2021 Acquisition Alera Group, Inc has acquired New England Benefits Company

MarshBerry served as financial adviser to Alera Group, Inc.

July 2021 Acquisition Keystone Agency Investors has acquired Árachas Group, LLC

MarshBerry was the financial adviser to Keystone Agency Investors

July 2021 Acquisition Scottish American has acquired Universal Insurance Group

MarshBerry was the financial adviser to Scottish American

July 2021 Acquisition BRP Group, Inc. has acquired RogersGray, Inc.

MarshBerry was the financial adviser to RogersGray, Inc.†

June 2021 Acquisition

AssuredPartners, Inc. has acquired Sterling Insurance Group

MarshBerry was the financial adviser to Sterling Insurance Group

June 2021 Acquisition Abry Partners has invested in Socius Insurance Services, Inc.

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

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

MarshBerry was the financial adviser to Oakbridge Insurance Agency, LLC

* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital