Transactions

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*IMAS Corporate Finance LLP has been acquired by MarshBerry
May 2017 Specialty Program Group, LLC Workers Compensation Business from Marketscout Corporation Acquisition Specialty Program Group, LLC has acquired Workers Compensation Business from Marketscout Corporation

MarshBerry was financial adviser to Specialty Program Group, LLC

May 2017 Workers Credit Union Braley Wellington Insurance Group Acquisition Workers Credit Union has acquired Braley Wellington Insurance Group

MarshBerry was financial adviser to Workers Credit Union

May 2017 Hub International Limited CIFS Inc. dba City Insurance Services Co. and its affiliates Silver City Insurance Services Inc. and J&C Financial Planning Inc. d/b/a MOA Financial Services Acquisition Hub International Limited has acquired CIFS Inc. dba City Insurance Services Co. and its affiliates Silver City Insurance Services Inc. and J&C Financial Planning Inc. d/b/a MOA Financial Services

MarshBerry was financial adviser to the Seller

April 2017 Hausmann-Johnson Insurance, Inc.  The Benefit Services Group, Inc. Merger Hausmann-Johnson Insurance, Inc.  has acquired The Benefit Services Group, Inc.

MarshBerry was financial adviser to both Hausmann-Johnson Insurance, Inc. and The Benefit Services Group, Inc.

April 2017 First Defiance Financial Corp. Corporate One Benefits Agency, Inc. Acquisition First Defiance Financial Corp. has acquired Corporate One Benefits Agency, Inc.

MarshBerry was financial adviser to Corporate One Benefits Agency, Inc.

April 2017 Prime Risk Partners, Inc. Gundermann & Gundermann, Inc. Acquisition Prime Risk Partners, Inc. has acquired Gundermann & Gundermann, Inc.

MarshBerry was financial adviser to Prime Risk Partners, Inc.

March 2017 USI Insurance Services, LLC Cameron M. Harris & Co. LLC Acquisition USI Insurance Services, LLC has acquired Cameron M. Harris & Co. LLC

MarshBerry was financial adviser to USI, Inc.

March 2017 Arthur J. Gallagher & Co. Farallone Pacific Insurance Services, LLC Acquisition Arthur J. Gallagher & Co. has acquired Farallone Pacific Insurance Services, LLC

MarshBerry was financial adviser to Farallone Pacific Insurance Services, LLC

March 2017 Baldwin Risk Partners Bradenton Insurance, LLC Acquisition Baldwin Risk Partners has acquired Bradenton Insurance, LLC

MarshBerry was financial adviser to Bradenton Insurance, LLC

March 2017 Hub International Limited BCI Group, Inc. Acquisition Hub International Limited has acquired BCI Group, Inc.

MarshBerry was financial adviser to BCI Group, Inc.

March 2017 Hub International Limited Heritage Corporate Benefits, LLC Acquisition Hub International Limited has acquired Heritage Corporate Benefits, LLC

MarshBerry was financial adviser to Heritage Corporate Benefits, LLC

March 2017 NFP Corp. HOLE-IN-ONE U.S.A. Acquisition NFP Corp. has acquired HOLE-IN-ONE U.S.A.

MarshBerry was financial adviser to HOLE-IN-ONE U.S.A.

March 2017 Hilb Group, LLC American Truck Insurance Exchange, LLC Acquisition Hilb Group, LLC has acquired American Truck Insurance Exchange, LLC

MarshBerry was financial adviser to Hilb Group, LLC

March 2017 Hub International Limited Leavitt Insurance Services of Southern California, Inc. Acquisition Hub International Limited has acquired Leavitt Insurance Services of Southern California, Inc.

MarshBerry was financial adviser to Leavitt Insurance Services of Southern California, Inc.

March 2017 Ryan Specialty Group, LLC Trident Marine Managers, Inc. Acquisition Ryan Specialty Group, LLC has acquired Trident Marine Managers, Inc.

MarshBerry was financial adviser to Trident Marine Managers, Inc.

February 2017 The Graham Company

The Graham Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.

MarshBerry served as The Graham Company’s Financial Adviser.

February 2017 Hub International Limited Denali Alaskan Insurance, LLC from Denali Federal Credit Union Acquisition Hub International Limited has acquired Denali Alaskan Insurance, LLC from Denali Federal Credit Union

MarshBerry was financial adviser to Denali Alaskan Insurance, LLC and Denali Federal Credit Union

February 2017 Canaccord Genuity Wealth Mangement C. Hoare & Co. Acquisition

Canaccord Genuity Wealth Management has acquired C. Hoare & Co.

IMAS acted as the exclusive financial advisor to C. Hoare & Co.*

February 2017 Zenith American Solutions Pacific Federal, LLC Acquisition Zenith American Solutions has acquired Pacific Federal, LLC

MarshBerry was financial adviser to Pacific Federal, LLC

February 2017 BroadStreet Partners, Inc. a privately-held insurance agency in Florida Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in Florida

MarshBerry was financial adviser to the Seller

*IMAS Corporate Finance LLP has been acquired by MarshBerry