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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
February 2018

Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.

MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company

February 2018 Acquisition Alera Group, Inc. has acquired Davidson Benefits Planning, LLC

MarshBerry was financial adviser to Alera Group, Inc.

February 2018 hub international Acquisition Hub International Limited has acquired Der Manouel Insurance & Financial Services, Inc.

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

February 2018 Acquisition Alera Group, Inc. has acquired Spring Consulting Group, LLC

MarshBerry was financial adviser to Alera Group, Inc.

February 2018 Acquisition Alera Group, Inc. has acquired Wilson Albers & Company LLC and certain related entities

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

January 2018 Acquisition Seeman Holtz Property and Casualty, Inc. has acquired Xponent Employer Solutions, Inc.

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

January 2018 hub international Acquisition Hub International Limited has acquired Belyer Insurance Limited dba EasyInsure

MarshBerry was financial adviser to Hub International Limited

January 2018 Acquisition Sunstar Insurance Group, LLC has acquired the Jonesboro, AR agency operations from Stephens Insurance

MarshBerry was financial adviser to Sunstar Insurance Group, LLC

December 2017 Acquisition Acrisure, LLC has acquired Undisclosed Insurance Agency in California

MarshBerry was financial adviser to the Seller

December 2017 Acquisition Acrisure, LLC has acquired Undisclosed Independent Agency in Michigan

MarshBerry was financial adviser to the Seller

December 2017 Merger

R. N. Fey Company, Inc. has merged with Beaton Insurance Agency, LLC 

MarshBerry was financial adviser to the R. N. Fey Company, Inc. and Beaton Insurance Agency, LLC

December 2017 hub international Acquisition Hub International Limited has acquired Contractor's Services, Inc.

MarshBerry was the financial adviser to Hub International Limited

December 2017 hub international Acquisition Hub International Limited has acquired Surety Services, LLC

MarshBerry was the financial adviser to Hub International Limited

December 2017 hub international Acquisition Hub International Limited has acquired Desert Empire Insurance Services, Inc.

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

December 2017 Acquisition Hilb Group, LLC has acquired Insurance Trustees, Inc.

MarshBerry was financial adviser to Insurance Trustees, Inc.†

November 2017 Acquisition Reschini Agency, Inc. has acquired majority ownership of S&T-Evergreen Insurance, LLC

MarshBerry was financial adviser to Reschini Agency, Inc.

November 2017 Acquisition Hilb Group, LLC has acquired HR Knowledge, Inc.

MarshBerry was financial adviser to HR Knowledge, Inc.†

November 2017 Acquisition Hilb Group, LLC has acquired the majority assets of IOA Northeast NY, Inc. from Insurance Office of America, Inc.  

MarshBerry was financial adviser to Hilb Group, LLC

November 2017 hub international Acquisition Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc.

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

October 2017 Acquisition Prime Risk Partners, Inc. has acquired Gunn, Steers & Company, LLC

MarshBerry was financial adviser to Prime Risk Partners, Inc.

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