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* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital
April 2018 Hub International Limited The Benefits Company, Inc. Acquisition Hub International Limited has acquired The Benefits Company, Inc.

MarshBerry was financial adviser to Hub International Limited

 March 2018 Hub International Limited Spectra Management, LLC Acquisition Hub International Limited has acquired Spectra Management, LLC

MarshBerry was the financial adviser to Hub International Limited

 February 2018 Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.

Landwehr Insurance Services, Inc. d/b/a Winter-Dent & Company becomes 100% owned by Employee Stock Ownership Plan (ESOP) through iCAP (Integrated Continuity Alignment Plan) solution.

MarshBerry was financial adviser to Landwehr Insurance Services, Inc. dba Winter-Dent & Company

 February 2018 Alera Group, Inc. Spring Consulting Group, LLC Acquisition Alera Group, Inc. has acquired Spring Consulting Group, LLC

MarshBerry was financial adviser to Alera Group, Inc.

 November 2017 Hub International Limited Summit Financial Corp. and Summit Financial Insurance Agency Inc. Acquisition Hub International Limited has acquired Summit Financial Corp. and Summit Financial Insurance Agency Inc.

MarshBerry was the financial adviser to Summit Financial Corp. and Summit Financial Insurance Agency Inc.†

 October 2017 GCG Financial, LLC an Alera Group, Inc. Company Axis Benefits Consultants, Inc. Acquisition GCG Financial, LLC an Alera Group, Inc. Company has acquired Axis Benefits Consultants, Inc.

MarshBerry was financial adviser to Axis Benefits Consultants, Inc.†

 February 2017 Canaccord Genuity Wealth Mangement C. Hoare & Co. Acquisition

Canaccord Genuity Wealth Management has acquired C. Hoare & Co.

IMAS acted as the exclusive financial advisor to C. Hoare & Co.*

 December 2016 Alera Group, Inc. J.A. Counter & Associates, Inc. Acquisition Alera Group, Inc. has acquired J.A. Counter & Associates, Inc.

MarshBerry was financial adviser to J.A. Counter & Associates, Inc.

 December 2016 Alera Group, Inc. GCG Financial, Inc Acquisition Alera Group, Inc. has acquired GCG Financial, Inc

MarshBerry was financial adviser to the GCG Financial, Inc

 December 2016 Alera Group, Inc. Centennial Group Benefits and Insurance Services, Inc. Acquisition Alera Group, Inc. has acquired Centennial Group Benefits and Insurance Services, Inc.

MarshBerry was financial adviser to Centennial Group Benefits and Insurance Services, Inc.

 August 2016 Inflexion Private Equity & Global Reach Partners FC Exchange Acquisition

Inflexion Private Equity and Global Reach Partners have acquired FC Exchange

IMAS acted as the exclusive financial advisor to FC Exchange*

 July 2016 Embark Group Rowanmoor Group plc Acquisition

Embark Group has acquired Rowanmoor Group plc

IMAS acted as the exclusive financial advisor to Rowanmoor Group plc*

 July 2015 AssuredPartners, Inc. Waltz Sheridan Crawford, Inc. Acquisition AssuredPartners, Inc. has acquired Waltz Sheridan Crawford, Inc.

MarshBerry was financial adviser to Waltz Sheridan Crawford, Inc.

 May 2015 Bowmark Capital Aston Scott Group plc Acquisition

Bowmark Capital has acquired Aston Scott Group plc

IMAS acted as the exclusive financial advisor to Aston Scott Group plc*

 February 2015 Wesleyan Assurance Society Syscap Acquisition

Wesleyan Assurance Society has acquired Syscap

IMAS acted as the exclusive financial advisor to Syscap*
* IMAS Corporate Finance LLP has been acquired by MarshBerry
† Advisory services provided by MarshBerry Capital