Transactions

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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
August 2025 Acquisition Relation Insurance has acquired Joseph M. Wiedemann and Sons, Inc.

MarshBerry served as the financial advisor to Joseph M. Wiedemann and Sons, Inc.†

August 2025 Inszone INsurance CJ Insurance Group Acquisition Inszone Insurance Services, LLC has acquired CJ Insurance Group

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

July 2025 Acquisition INSURICA has acquired Sullivan Insurance Agency

MarshBerry served as the financial advisor to Sullivan Insurance Agency†

July 2025 Acquisition Inszone Insurance Services, LLC has acquired Stephenson, Baggs & Guthrie, LLC

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

July 2025 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

A. David Risman Insurance Agency, Inc. has secured debt financing.

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

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

MarshBerry served as the financial advisor to the Seller†

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

MarshBerry served as the financial advisor to HUB International Limited

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

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

June 2025 Acquisition Alkeme Insurance has acquired SFD Insurance, LLC

MarshBerry served as the financial advisor to Alkeme Insurance

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

MarshBerry served as the financial advisor to Louisiana Insurance Services†

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

MarshBerry served as the financial advisor to the Seller†

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

MarshBerry served as the financial advisor to the Seller†

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

MarshBerry served as the financial advisor to HUB International Limited

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

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

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

MarshBerry served as the financial advisor to the Seller†

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

MarshBerry served as the financial advisor to the Seller†

May 2025 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