Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
August 2021 danna gracey logo Acquisition Risk Strategies has acquired Danna-Gracey

MarshBerry was the financial adviser to Risk Strategies

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

MarshBerry was financial adviser to PCF Insurance Services

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

MarshBerry was the financial adviser to World Insurance Associates, LLC

August 2021 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 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

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