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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
July 2022 Specialty Program Group LLC ESP Brokerage LLC Acquisition

Specialty Program Group LLC has acquired ESP Brokerage LLC

MarshBerry served as the financial advisor to ESP Brokerage LLC

July 2022 Cover Genius Holdings Pty Limited Booking Project Limited Acquisition

Cover Genius Holdings Pty Limited has acquired Booking Projects Limited 

IMAS acted as the exclusive financial advisor to Booking Project Limited*

May 2022 One80 Intermediaries, LLC VFIS of North Carolina Acquisition

One80 Intermediaries, LLC has acquired VFIS of North Carolina

MarshBerry served as the financial advisor to One80 Intermediaries, LLC

May 2022 Field Pros Direct Dineley Claims Services, Inc. Acquisition

Field Pros Direct has acquired Dineley Claims Services, Inc.

MarshBerry served as the financial advisor to Dineley Claims Services, Inc.†

May 2022 Specialty Program Group LLC Jones Birdsong, LLC Acquisition Specialty Program Group LLC has acquired Jones Birdsong, LLC

MarshBerry served as the financial advisor to Jones Birdsong, LLC†

April 2022 Risk Placement Services, Inc. G. A. Mavon & Co. & its wholly owned subsidiary, Mavco Insurance Agency Acquisition

Risk Placement Services, Inc. has acquired G. A. Mavon & Co. & it’s wholly-owned subsidiary, Mavco Insurance Agency 

MarshBerry served as the financial advisor to G. A. Mavon & Co. & Mavco Insurance Agency†

April 2022 Lockton Affinity SBG, Inc. Acquisition

Lockton Affinity has acquired SBG, Inc. Insurance Services

MarshBerry served as the financial advisor to SBG, Inc. Insurance Services†

March 2022 Arthur J. Gallagher & Co. Hawley & Associates, LLC Acquisition Arthur J. Gallagher & Co. has acquired Hawley & Associates, LLC

MarshBerry served as the financial advisor to Hawley & Associates, LLC†

January 2022 Lovell Minnick Partners, LLC Warner Pacific Insurance Services Acquisition

Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services

MarshBerry was the financial advisor to Warner Pacific Insurance Services†

Toggle Transaction Details January 2022

Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services

MarshBerry was the financial advisor to Warner Pacific Insurance Services†

Lovell Minnick Partners, LLC has acquired Warner Pacific Insurance Services Buyer: Lovell Minnick Partners, LLC Seller: Warner Pacific Insurance Services Firm Type: MGA Location: California Media: Goto Business Wire MarshBerry Advisory Role: MarshBerry was the financial advisor to Warner Pacific Insurance Services
December 2021 One80 Intermediaries Innovative Risk Management Acquisition One80 Intermediaries has acquired Innovative Risk Management

MarshBerry was the financial advisor to Innovative Risk Management†

December 2021 One80 Intermediaries Prosurance Insurance Group, Inc. Acquisition One80 Intermediaries has acquired Prosurance Insurance Group, Inc.

MarshBerry was the financial advisor to Prosurance Insurance Group, Inc.†

December 2021 One80 Intermediaries Pearl Insurance Acquisition One80 Intermediaries has acquired Pearl Insurance

MarshBerry was the financial advisor to Pearl Insurance†

December 2021 Davies Group Building Validation Solutions Group of Companies Acquisition

Davies Group has acquired Building Validation Solutions Group of Companies 

IMAS acted as the exclusive financial advisor to the Building Validation Solutions Group of Companies*

December 2021 Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group Arcana Insurance Services, LP Acquisition Millennial Specialty Insurance, LLC, an indirect subsidiary of BRP Group has acquired Arcana Insurance Services, LP

MarshBerry was the financial advisor to Arcana Insurance Services, LP†

December 2021 BRP Group, Inc. Construction Risk Partners Acquisition BRP Group, Inc. has acquired Construction Risk Partners

MarshBerry was the financial advisor to Construction Risk Partners†

December 2021 Alera Group, Inc. The D.B.L Center Ltd. Acquisition Alera Group, Inc. has acquired The D.B.L Center Ltd.

MarshBerry was the financial advisor to The D.B.L Center Ltd.†

November 2021 HSB MD Group of Companies Acquisition

HSB has acquired MD Group of Companies 

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

October 2021 Higginbotham Insurance Agency, Inc. MGM Benefits Group Acquisition Higginbotham Insurance Agency, Inc. has acquired MGM Benefits Group

MarshBerry was the financial advisor to Higginbotham Insurance Agency, Inc.

October 2021 BRP Group, Inc. AURA Holdings, LLC Acquisition BRP Group, Inc. has acquired AURA Holdings, LLC

MarshBerry was the financial advisor to AURA Holdings, LLC

October 2021 BRP Group, Inc. American Union Risk Management, LLC Acquisition BRP Group, Inc. has acquired American Union Risk Management, LLC

MarshBerry was the financial advisor to American Union Risk Management, LLC

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