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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
July 2025 Inszone Insurance Services, LLC Stephenson, Baggs & Guthrie, LLC Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC

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

 July 2025 Inszone Insurance Services, LLC Snell-Nelson Insurance Agency, Inc. Acquisition Inszone Insurance Services, LLC has acquired Snell-Nelson Insurance Agency, Inc.

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

 July 2025 Oakbridge Insurance Agency LLC a Florida-Based Business Acquisition Oakbridge Insurance Agency LLC has acquired a Florida-Based Business

MarshBerry served as the financial advisor to Oakbridge Insurance Agency LLC

 July 2025 Risman Insurance Agency, Inc. Bank of Montreal

Risman Insurance Agency, Inc. has successfully raised an undisclosed amount of Debt Capital from Bank of Montreal

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

 July 2025 The Hilb Group, LLC a Florida-Based Business Acquisition The Hilb Group, LLC has acquired a Florida-Based Business

MarshBerry served as the financial advisor to the Seller†

 July 2025 The Hilb Group, LLC a Kentucky-Based Business Acquisition The Hilb Group, LLC has acquired a Kentucky-Based Business

MarshBerry served as the financial advisor to The Hilb Group, LLC

 July 2025 HUB International Limited Alliance Insurance Acquisition HUB International Limited has acquired Alliance Insurance

MarshBerry served as the financial advisor to HUB International Limited

 July 2025 Afore Insurance Services, LLC TailoredRisk Insurance Advisors, LLC Acquisition Afore Insurance Services, LLC has acquired TailoredRisk Insurance Advisors, LLC

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

 June 2025 Alkeme Insurance SFD Insurance, LLC Acquisition Alkeme Insurance has acquired SFD Insurance, LLC

MarshBerry served as the financial advisor to Alkeme Insurance

 June 2025 King Risk Partners, LLC Nobles Insurance Agency, Inc. Acquisition King Risk Partners, LLC has acquired Nobles Insurance Agency, Inc.

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

 June 2025 King Risk Partners, LLC Louisiana Insurance Services Acquisition King Risk Partners, LLC has acquired Louisiana Insurance Services

MarshBerry served as the financial advisor to Louisiana Insurance Services†

 June 2025 Highstreet Insurance Partners, Inc. a Washington-Based Business Acquisition Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business

MarshBerry served as the financial advisor to the Seller†

 June 2025 Highstreet Insurance Partners, Inc. a Washington-Based Business Acquisition Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business

MarshBerry served as the financial advisor to the Seller†

 June 2025 HUB International Limited Wycoff Insurance Agency, Inc. Acquisition HUB International Limited has acquired Wycoff Insurance Agency, Inc.

MarshBerry served as the financial advisor to HUB International Limited

 June 2025 HUB International Limited Fenner & Esler Agency Acquisition HUB International Limited has acquired Fenner & Esler Agency

MarshBerry served as the financial advisor to Fenner & Esler Agency†

 June 2025 Specialty Program Group LLC ANOVA Marine Insurance Acquisition Specialty Program Group LLC has acquired ANOVA Marine Insurance

MarshBerry served as the financial advisor to ANOVA Marine Insurance†

 May 2025 Cerity Partners LLC ERn-CD Arizona, LLC dba Canopy Wealth Management Acquisition Cerity Partners LLC has acquired ERn-CD Arizona, LLC dba Canopy Wealth Management

MarshBerry served as the financial advisor to ERn-CD Arizona, LLC dba Canopy Wealth Management†

 May 2025 Highstreet Insurance Partners, Inc. a Washington-Based Business Acquisition Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business

MarshBerry served as the financial advisor to the Seller†

 May 2025 Highstreet Insurance Partners, Inc. a Washington-Based Business Acquisition Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business

MarshBerry served as the financial advisor to the Seller†

 May 2025 Highstreet Insurance Partners, Inc. a Washington-Based Business Acquisition Highstreet Insurance Partners, Inc. has acquired a Washington-Based Business

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