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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
March 2019 Acquisition

Canaccord Genuity Wealth Management has acquired Thomas Miller Investment

IMAS acted as the exclusive financial advisor to Thomas Miller Investment*

 March 2019 Acquisition

Aston Lark Group has acquired Highworth Insurance Limited

IMAS acted as the exclusive financial advisor to Highworth Insurance Limited*

 March 2019 Acquisition

OneDigital Health and Benefits has acquired Employee Benefits Division of Deeley Insurance Group

MarshBerry served as the financial advisor to Deeley Insurance Group†

 March 2019 Acquisition Specialty Program Group LLC has acquired Insurance Programs of America, Inc. and Risk Advisors of America

MarshBerry was the financial adviser to Specialty Program Group, LLC

 March 2019 Acquisition Hub International Limited has acquired The Insurance Exchange, Inc.

MarshBerry was the financial adviser to The Insurance Exchange, Inc.†

 March 2019 Acquisition Alera Group, Inc. has acquired TriSure Corporation

MarshBerry was financial adviser to Alera Group, Inc.

 January 2019 Acquisition Hub International Limited has acquired book of business from a privately-held insurance agency in Indiana

MarshBerry was financial adviser to the Seller

 January 2019 Acquisition Diversified Insurance Industries, Inc.  has acquired McQuade Consulting, LLC

MarshBerry was financial adviser to Diversified Insurance Industries, Inc.

 January 2019 Acquisition

Broadstone has acquired CS Financial Solutions

IMAS acted as the exclusive financial advisor to CS Financial Solutions*

 January 2019 Acquisition BroadStreet Partners, Inc. has acquired a privately-held insurance agency in California

MarshBerry was financial adviser to the Seller

 January 2019 Acquisition Patriot Growth Insurance Services, LLC has acquired  Style, Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.

MarshBerry was the financial adviser to Style Vincent & Associates Insurance Services, Inc. dba Corporate Benefit Marketing, Inc.

 January 2019 advantage-benefit-solutions logo Acquisition Patriot Growth Insurance Services, LLC has acquired Advantage Benefit Solutions

MarshBerry was the financial adviser to Advantage Benefit Solutions

 January 2019 Acquisition Patriot Growth Insurance Services, LLC has acquired Alliance Insurance Group, LLC

MarshBerry was the financial adviser to Alliance Insurance Group, LLC

 January 2019 Acquisition Patriot Growth Insurance Services, LLC has acquired Arrow Benefits Group

MarshBerry was the financial adviser to Arrow Benefits Group

 January 2019 BenefitsTexas Acquisition Patriot Growth Insurance Services, LLC has acquired BenefitsTexas, Inc.

MarshBerry was the financial adviser to BenefitsTexas, Inc.

 January 2019 BRIDGEPORT Acquisition Patriot Growth Insurance Services, LLC has acquired Bridgeport Benefits, Inc.

MarshBerry was the financial adviser to Bridgeport Benefits, Inc.

 January 2019 Broad-Reach Acquisition Alera Group, Inc. has acquired Broad Reach Benefits, Inc.

MarshBerry was financial adviser to Broad Reach Benefits, Inc.†

 January 2019 CCB logo Acquisition Patriot Growth Insurance Services, LLC has acquired California Corporate Benefits Insurance Services

MarshBerry was the financial adviser to California Corporate Benefits Insurance Services

 January 2019 Acquisition Patriot Growth Insurance Services, LLC has acquired Campbell Petrie, Inc.

MarshBerry was the financial adviser to Campbell Petrie, Inc.

 January 2019 Acquisition Patriot Growth Insurance Services, LLC has acquired Churchill & Associates Insurance Services, Inc.

MarshBerry was the financial adviser to Churchill & Associates Insurance Services, Inc.
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital