Transactions
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† Advisory services provided by MarshBerry Capital
Acquisition Aon has acquired Portus Consulting
IMAS acted as the exclusive financial advisor to Portus Consulting*
June 2017
Acquisition Alera Group, Inc. has acquired Group Benefits, LLC MarshBerry was financial adviser to Group Benefits, LLC†
June 2017
Acquisition Relation Insurance, Inc. has acquired has acquired personal and small commercial lines book of business from Liberty Company Insurance Brokers, LLC MarshBerry was financial adviser to Liberty Company Insurance Brokers, LLC
June 2017
Acquisition The Nexus Group has acquired Aquila Underwriting
IMAS acted as the exclusive financial advisor to Aquila Underwriting*
June 2017
Acquisition National Senior Insurance, Inc. unit Seeman Holtz Property and Casualty, Inc. has acquired Direct Choice Insurance Services, Inc. MarshBerry was financial adviser to Direct Choice Insurance Services, Inc.
June 2017
Acquisition Arthur J. Gallagher & Co. has acquired Northern Star Insurance Services MarshBerry was financial adviser to Northern Star Insurance Services
June 2017
Acquisition Hub International Limited has acquired the assets of Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates MarshBerry was financial adviser to Ponce de Leon Insurance Group, Inc. dba Colton Insurance Associates
May 2017 
Acquisition Hub International Limited has acquired CIFS Inc. dba City Insurance Services Co. and its affiliates Silver City Insurance Services Inc. and J&C Financial Planning Inc. d/b/a MOA Financial Services MarshBerry was financial adviser to the Seller†
April 2017
Merger Hausmann-Johnson Insurance, Inc. has acquired The Benefit Services Group, Inc. MarshBerry was financial adviser to both Hausmann-Johnson Insurance, Inc. and The Benefit Services Group, Inc.
April 2017
Acquisition First Defiance Financial Corp. has acquired Corporate One Benefits Agency, Inc. MarshBerry was financial adviser to Corporate One Benefits Agency, Inc.
March 2017 
Acquisition Arthur J. Gallagher & Co. has acquired Farallone Pacific Insurance Services, LLC MarshBerry was financial adviser to Farallone Pacific Insurance Services, LLC
March 2017
Acquisition Baldwin Risk Partners has acquired Bradenton Insurance, LLC MarshBerry was financial adviser to Bradenton Insurance, LLC
March 2017 
Acquisition Hub International Limited has acquired BCI Group, Inc. MarshBerry was financial adviser to BCI Group, Inc.
March 2017 
Acquisition Hub International Limited has acquired Heritage Corporate Benefits, LLC MarshBerry was financial adviser to Heritage Corporate Benefits, LLC
March 2017
Acquisition NFP Corp. has acquired HOLE-IN-ONE U.S.A. MarshBerry was financial adviser to HOLE-IN-ONE U.S.A.
March 2017
Acquisition Ryan Specialty Group, LLC has acquired Trident Marine Managers, Inc. MarshBerry was financial adviser to Trident Marine Managers, Inc.†
February 2017 
Acquisition Hub International Limited has acquired Denali Alaskan Insurance, LLC from Denali Federal Credit Union MarshBerry was financial adviser to Denali Alaskan Insurance, LLC and Denali Federal Credit Union
February 2017
Acquisition Canaccord Genuity Wealth Management has acquired C. Hoare & Co.
IMAS acted as the exclusive financial advisor to C. Hoare & Co.*
February 2017
Acquisition Zenith American Solutions has acquired Pacific Federal, LLC MarshBerry was financial adviser to Pacific Federal, LLC
February 2017
Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Florida MarshBerry was financial adviser to the Seller
† Advisory services provided by MarshBerry Capital
