Transactions

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*IMAS Corporate Finance LLP has been acquired by MarshBerry
October 2021 Venbrook Group, LLC Alpharetta Underwriters, LLC Acquisition Venbrook Group, LLC has acquired Alpharetta Underwriters, LLC

MarshBerry was the financial advisor to Alpharetta Underwriters, LLC

October 2021 Specialty Program Group, LLC CM&F Group, Inc. Acquisition Specialty Program Group, LLC has acquired CM&F Group, Inc.

MarshBerry was the financial advisor to CM&F Group, Inc.

October 2021 BRP Group, Inc. Jacobson, Goldfarb & Scott, Inc. Acquisition BRP Group, Inc. has acquired Jacobson, Goldfarb & Scott, Inc.

MarshBerry was the financial adviser to Jacobson, Goldfarb & Scott, Inc.

September 2021 DOXA Insurance Holdings, LLC all assets of  Caitlin Morgan Insurance Services and related captive management operations Acquisition DOXA Insurance Holdings, LLC has acquired all assets of Caitlin Morgan Insurance Services and related captive management operations

MarshBerry was the financial adviser to Caitlin Morgan Insurance Services

July 2021 Scottish American FastComp.com, LLC Acquisition Scottish American has acquired FastComp.com, LLC

MarshBerry was the financial adviser to FastComp.com, LLC

July 2021 Scottish American Kaliff Insurance Acquisition Scottish American has acquired Kaliff Insurance

MarshBerry was the financial adviser to Kaliff Insurance

June 2021 Abry Partners Socius Insurance Services, Inc. Acquisition Abry Partners has invested in Socius Insurance Services, Inc.

MarshBerry was the financial adviser to Socius Insurance Services, Inc.

May 2021 Alera Group, Inc. Direct Benefits, Inc. Acquisition Alera Group, Inc. has acquired Direct Benefits, Inc.

MarshBerry was financial adviser to Direct Benefits, Inc.

April 2021 General Indemnity Group a privately-held insurance agency in Ohio Acquisition General Indemnity Group has acquired a privately-held insurance agency in Ohio

MarshBerry was the financial adviser to the Seller

December 2020 Integrated Specialty Coverages California Contractors Insurance Services, Inc. Acquisition Integrated Specialty Coverages has acquired California Contractors Insurance Services, Inc.

MarshBerry was financial adviser to ​California Contractors Insurance Services, Inc.

December 2020 XPT Group International Property & Casualty Insurance Brokers of Nevada, Inc. Acquisition XPT Group has acquired International Property & Casualty Insurance Brokers of Nevada, Inc.

MarshBerry was financial adviser to International Property & Casualty Insurance Brokers of Nevada, Inc.

December 2020 McNeil & Company, Inc. Wilson Gregory Agency, Inc. Acquisition McNeil & Company, Inc. has acquired Wilson Gregory Agency, Inc.

MarshBerry was an advisor to Wilson Gregory Agency, Inc.

December 2020 Constellation Affiliated Partners INSUREtrust Acquisition Constellation Affiliated Partners has acquired INSUREtrust

MarshBerry was financial adviser to INSUREtrust

December 2020 One80 Intermediaries Safeware Insurance Agency, Inc. Acquisition One80 Intermediaries has acquired Safeware Insurance Agency, Inc.

MarshBerry was financial adviser to Safeware Insurance Agency, Inc.

December 2020 Wilton Group Limited IOMA Group of Companies Acquisition

Wilton Group Limited has acquired IOMA Group of Companies 

IMAS acted as the exclusive financial advisor to the IOMA Group of Companies*

December 2020 DOXA Insurance Holdings, LLC Marine Underwriters of America Acquisition DOXA Insurance Holdings, LLC has acquired Marine Underwriters of America

MarshBerry was financial adviser to Marine Underwriters of America

November 2020 Howden Group SafeOnline Acquisition

Howden Group has acquired Safeonline

IMAS acted as the exclusive financial advisor to Safeonline*

November 2020 Aston Lark MS Amlin Acquisition

Aston Lark has acquired Haven Knox-Johnston, as subsidiary of MS Amlin 

IMAS acted as the exclusive financial advisor to MS Amlin*

November 2020 PayPoint i-movo Acquisition

PayPoint has acquired i-movo

IMAS acted as the exclusive financial advisor to i-movo*

November 2020 Souter Investments & Manfield Partners LIKEZERO Limited iCap

Souter Investments and Manfield Partners have invested in LIKEZERO Limted

IMAS acted as the exclusive financial advisor to LIKEZERO Limited*

*IMAS Corporate Finance LLP has been acquired by MarshBerry