Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
December 2019 Acquisition USI Insurance Services, LLC has acquired Marcotte Insurance Agency, Inc.

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

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

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

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

MarshBerry was financial adviser to Worldwide Facilities, LLC

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

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

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

MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC

November 2019 iCap

Downing Ventures and Gresham House Ventures have invested in Funding Xchange

IMAS acted as the exclusive financial advisor to Funding Xchange*

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

MarshBerry was financial adviser to the Seller

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

MarshBerry was financial adviser to ​The Hilb Group, LLC

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

MarshBerry was financial adviser to the Seller

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

MarshBerry was financial adviser to the Seller

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

MarshBerry was an advisor to the transaction

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

MarshBerry was financial adviser to ​The Hilb Group, LLC

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

MarshBerry was financial adviser to The Hilb Group, LLC

October 2019 Acquisition Arthur J. Gallagher & Co. has acquired The Doyle Group, Inc. dba Direct to PolicyHolder

MarshBerry was financial adviser to The Doyle Group, Inc. dba Direct To PolicyHolder.

September 2019 Acquisition AssuredPartners, Inc. has acquired Tutton Insurance Services, Inc.

MarshBerry was financial adviser to Tutton Insurance Services, Inc.†

September 2019 Acquisition Patriot Growth Insurance Services, LLC has acquired James R Taylor Agency, Inc. dba Launchways

MarshBerry was financial adviser to Patriot Growth Insurance Services, LLC

September 2019 Acquisition Acrisure, LLC has acquired Privately-held insurance agency in South Dakota

MarshBerry was financial adviser to the Seller

September 2019 Acquisition High Street Partners, Inc. has acquired Ottawa Kent Insurance, Inc.

MarshBerry was financial adviser to Ottawa Kent Insurance†

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