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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
March 2025 Sentinel Risk Advisors, LLC

MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC in securing debt financing

MarshBerry served as the financial advisor to Sentinel Risk Advisors, LLC†

 March 2025 King Risk Partners, LLC a Massachusetts-Based Business Acquisition King Risk Partners, LLC has acquired a Massachusetts-Based Business

MarshBerry served as the financial advisor to King Risk Partners, LLC

 March 2025 Balance Partners, LLC Vanguard Specialty, LLC Acquisition Balance Partners, LLC has acquired Vanguard Specialty, LLC

MarshBerry served as the financial advisor to Vanguard Specialty, LLC†

 March 2025 Aquiline Capital Partners, LLC Intercare Holdings, Inc.

Aquiline Capital Partners, LLC has made a majority investment alongside existing senior management in Intercare Holdings, Inc.

MarshBerry served as the financial advisor to Intercare Holdings, Inc.†

 March 2025 Novatae Risk Group, LLC AJAX Specialty Insurance Acquisition Novatae Risk Group, LLC has acquired AJAX Specialty Insurance

MarshBerry served as the financial advisor to Novatae Risk Group, LLC

 February 2025 Wealth Enhancement Group, LLC First International Bank & Trust Acquisition

Wealth Enhancement Group, LLC has acquired the Wealth Services Division of First International Bank & Trust

MarshBerry served as the financial advisor to First International Bank & Trust†

 February 2025 Composition Wealth, LLC Vinoble Group Acquisition Composition Wealth, LLC has acquired Vinoble Group

MarshBerry served as the financial advisor to Vinoble Group†

 February 2025 HUB International Limited Drayton Valley Insurance Agency Ltd. Acquisition HUB International Limited has acquired Drayton Valley Insurance Agency Ltd.

MarshBerry served as the financial advisor to HUB International Limited

 February 2025 Risk Strategies Company GMC Advisors, LLC Acquisition Risk Strategies Company has acquired GMC Advisors, LLC

MarshBerry served as the financial advisor to GMC Advisors, LLC†

 February 2025 HUB International Limited Mayfield Insurance, Inc. HUB International Limited has acquired Mayfield Insurance, Inc.

MarshBerry served as the financial advisor to Mayfield Insurance, Inc.†

 January 2025 Afore Insurance Services, LLC Broussard And Associates, Inc. Acquisition Afore Insurance Services, LLC has acquired Broussard And Associates, Inc.

MarshBerry served as the financial advisor to Afore Insurance Services, LLC

 January 2025 Harper the minority stake securing full independency

HARPER has acquired the minority stake securing full independency

MarshBerry served as the financial advisor to Harper Insurance

 January 2025 Epic Insurance Brokers & Consultants Ames & Gough

Epic Insurance Brokers & Consultants has acquired a book of business from Ames & Gough

MarshBerry served as the financial advisor to Epic Insurance Brokers & Consultants

 January 2025 Trucordia Rusty Healy Agency, Inc. Trucordia has acquired Rusty Healy Agency, Inc.

MarshBerry served as the financial advisor to Trucordia

 January 2025 Trucordia CADA Insurance Trucordia has acquired CADA Insurance

MarshBerry served as the financial advisor to CADA Insurance†

 January 2025 Alera Group, Inc. Kaplansky Insurance Agency, Inc. Alera Group, Inc. has acquired Kaplansky Insurance Agency, Inc.

MarshBerry served as the financial advisor to Kaplansky Insurance Agency, Inc.†

 January 2025 Risk Strategies Company Schroeder Insurance Acquisition Risk Strategies Company has acquired Schroeder Insurance

MarshBerry served as the financial advisor to Schroeder Insurance†

 January 2025 World Insurance Associates, LLC Royalty Insurance Services, Inc. Acquisition World Insurance Associates, LLC has acquired Royalty Insurance Services, Inc.

MarshBerry served as the financial advisor to World Insurance Associates, LLC

 January 2025 Smith-Feike-Minton, Inc. Heskett Insurance Agency, Inc. Smith-Feike-Minton, Inc. has acquired Heskett Insurance Agency, Inc.

MarshBerry served as the financial advisor to Heskett Insurance Agency, Inc.†

 December 2024 Alera Group, Inc. The Insurance Center Acquisition Alera Group, Inc. has acquired The Insurance Center

MarshBerry served as the financial advisor to The Insurance Center†
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital