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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
January 2020 Baldwin Krystyn Sherman Partners, LLC Lanier Upshaw, Inc. Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Lanier Upshaw, Inc.

MarshBerry was financial adviser to Lanier Upshaw, Inc.†

 December 2019 AmWINS Group, Inc. a book of business from Telamon Insurance & Financial Network Acquisition AmWINS Group, Inc. has acquired a book of business from Telamon Insurance & Financial Network

MarshBerry was financial adviser to Telamon Insurance & Financial Network†

 December 2019 Alera Group, Inc. a privately-held insurance agency in Texas Acquisition Alera Group, Inc. has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Seller†

 December 2019 Hub International Limited SilverStone Group Acquisition Hub International Limited has acquired SilverStone Group

MarshBerry was financial adviser to Hub International Limited

 December 2019 USI Insurance Services, LLC Marcotte Wealth Management, LLC Acquisition USI Insurance Services, LLC has acquired Marcotte Wealth Management, LLC

MarshBerry was financial adviser to Marcotte Wealth Management, LLC

 December 2019 USI Insurance Services, LLC Marcotte Insurance Agency, Inc. Acquisition USI Insurance Services, LLC has acquired Marcotte Insurance Agency, Inc.

MarshBerry was financial adviser to Marcotte Insurance Agency, Inc.†

 December 2019 Hub International Limited Blair Jarcik Insurance Agency, Inc. Acquisition Hub International Limited has acquired Blair Jarcik Insurance Agency, Inc.

MarshBerry was financial adviser to Blair Jarcik Insurance Agency, Inc.†

 December 2019 Worldwide Facilities, LLC Risk Management Advisory Group Acquisition Worldwide Facilities, LLC has acquired Risk Management Advisory Group

MarshBerry was financial adviser to Worldwide Facilities, LLC

 November 2019 AssuredPartners, Inc. Star & Shield Insurance Services, LLC Acquisition AssuredPartners, Inc. has acquired Star & Shield Insurance Services, LLC

MarshBerry was financial adviser to Star & Shield Insurance Services, LLC

 November 2019 Patriot Growth Insurance Services, LLC Landmark Insurance Associates Acquisition Patriot Growth Insurance Services, LLC has acquired Landmark Insurance Associates

MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC

 November 2019 Downing Ventures and Gresham House Ventures Funding Xchange iCap

Downing Ventures and Gresham House Ventures have invested in Funding Xchange

IMAS acted as the exclusive financial advisor to Funding Xchange*

 November 2019 AV8 Ventures, IQ Capital and JamJar Investments M-QUBE iCap

AV8 Ventures, IQ Capital and JamJar Investments have invested in M-QUBE

IMAS acted as the sole financial advisor to M-QUBE*

 November 2019 Acrisure, LLC a privately-held insurance agency in Vermont Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Vermont

MarshBerry was financial adviser to the Seller

 November 2019 The Hilb Group, LLC G&N Insurance Acquisition The Hilb Group, LLC has acquired G&N Insurance

MarshBerry was financial adviser to ​The Hilb Group, LLC

 November 2019 AssuredPartners, Inc. Mack, Mack & Waltz Insurance Group, Inc. Acquisition AssuredPartners, Inc. has acquired Mack, Mack & Waltz Insurance Group, Inc.

MarshBerry was financial adviser to Mack, Mack & Waltz Insurance Group, Inc.

 November 2019 BroadStreet Partners, Inc. Privately-held insurance agency in Arkansas Acquisition BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Arkansas

MarshBerry was financial adviser to the Seller

 November 2019 BroadStreet Partners, Inc. Privately-held insurance agency in Texas Acquisition BroadStreet Partners, Inc. has acquired Privately-held insurance agency in Texas

MarshBerry was financial adviser to the Seller

 October 2019 McNeil & Co. Inc. Bonding and Insurance Specialists Agency Acquisition McNeil & Co. Inc. has acquired Bonding and Insurance Specialists Agency

MarshBerry was an advisor to the transaction

 October 2019 The Hilb Group, LLC Avanti Associates, Ltd. Acquisition The Hilb Group, LLC has acquired Avanti Associates, Ltd.

MarshBerry was financial adviser to ​The Hilb Group, LLC

 October 2019 The Hilb Group, LLC LCIA, Inc. dba Campisano Insurance Agency Acquisition The Hilb Group, LLC has acquired LCIA, Inc. dba Campisano Insurance Agency

MarshBerry was financial adviser to The Hilb Group, LLC
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital