Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
October 2018 hub international Acquisition Hub International Limited has acquired Liberty New Gate Insurance Services, LLC

MarshBerry was financial adviser to Liberty New Gate Insurance Services, LLC

October 2018 Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired S.S. Nesbitt & Co. Inc.

MarshBerry was the financial adviser to Baldwin Krystyn Sherman Partners, LLC

October 2018 Acquisition Worldwide Facilities, LLC has acquired Draco Insurance Solutions, Inc.

MarshBerry was financial adviser to Worldwide Facilities, LLC

September 2018 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in New Jersey

MarshBerry was financial adviser to the Acrisure, LLC

September 2018 Acquisition Worldwide Facilities, LLC has acquired McClelland & Hine, Inc.

MarshBerry was financial adviser to McClelland & Hine, Inc.

September 2018 Acquisition Arthur J. Gallagher & Co. has acquired Rogers & Young Insurance Services, LLC

MarshBerry was financial adviser to Rogers & Young Insurance Services, LLC†

September 2018 hub international Acquisition Hub International Limited has acquired Cash & Associates, PA

MarshBerry was financial adviser to Hub International Limited

September 2018 Acquisition Insgroup, Inc. has acquired Fred Brown and Associates

MarshBerry was financial adviser to Insgroup, Inc.

September 2018 Acquisition Insgroup, Inc. has acquired Fred Brown Property & Casualty, LLC

MarshBerry was financial adviser to Insgroup, Inc.

September 2018 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Colorado

MarshBerry was financial adviser to the Acrisure, LLC

September 2018 Acquisition Acrisure, LLC has acquired a privately-held insurance agency in Texas

MarshBerry was financial adviser to the Acrisure, LLC

August 2018 Acquisition USI Insurance Services, LLC has acquired The Gaudreau Group, Inc.

MarshBerry was financial adviser to The Gaudreau Group, Inc.†

August 2018 Acquisition Alera Group, Inc. has acquired Burnham Financial Services, LLC dba Burnham Benefit Advisors

MarshBerry was financial adviser to Burnham Financial Services, LLC dba Burnham Benefit Advisors†

August 2018 Acquisition Arthur J. Gallagher & Co. has acquired International Employee Benefit Solutions, Inc

MarshBerry was financial adviser to International Employee Benefit Solutions, Inc.

August 2018 Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates

MarshBerry was the financial adviser to Montoya & Associates†

August 2018 Acquisition Marsh, LLC has acquired Wortham LLC, General Partner, John L. Wortham & Son, L.P.

MarshBerry was the financial adviser for Wortham LLC, General Partner, John L. Wortham & Son, L.P.†

August 2018 Acquisition Baldwin Krystyn Sherman Partners, LLC has acquired Montoya & Associates, LLC dba Montoya & Associates, Montoya Property & Casualty Insurance, LLC and Montoya Employer Services, LLC

MarshBerry was the financial adviser to the Seller†

July 2018 Acquisition

PIB Group Limited has acquired Wheatley Wright Insurance Services and Online Risk Solutions

IMAS acted as the exclusive financial advisor to Wheatley Wright Insurance Services and Online Risk Solutions*

July 2018 Acquisition Hilb Group, LLC has acquired Southern Maryland Insurance, Inc.

MarshBerry was the financial adviser to Hilb Group, LLC

June 2018 Acquisition Specialty Program Group LLC has acquired Professional Program Insurance Brokerage

MarshBerry was the financial adviser to Specialty Program Group, LLC

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